Are you looking to optimize your legal practice and enhance client communication? The Fidu integration with Clio offers a powerful solution to streamline your workflow and improve efficiency.
How to Enable the Integration
Navigate to App Integrations: Access the App Integrations section within your Clio account.
Locate Fidu: Search for the Fidu integration and click on it.
Enable Integration: Click the "Add to Clio" button to activate the integration.
Accessing Fidu from Clio
Once enabled, you can directly access Fidu from your Clio matters:
Open the Matter: Navigate to the specific Clio matter where you want to utilize Fidu.
Locate the Fidu Tab: Look for the "Fidu Client Experience Platform" tab within the matter.
Click to Access: Click on the tab to open the Fidu interface and start working on your project.
Key Benefits of the Fidu Integration
Create New Projects: Easily initiate new Fidu projects linked to specific Clio matters.
Track Project Progress: Monitor milestones, status, and deadlines for each project.
Efficient Communication: Send messages to clients directly from Clio through Fidu's messaging system.
Centralized Resource Management: Upload and organize important documents and files.