The Fidu and Clio integration is a powerful tool that can streamline your legal practice. By syncing client information, documents, and communications between the two platforms, you can save time and improve efficiency.
What can you do with the Fidu and Clio Integration?
Real-Time Contact Sync:
Add new clients in either Fidu or Clio.
The client information will automatically sync to the other platform.
No more manual data entry!
Document and Communication Sync:
Documents and communications shared via the Fidu client portal will sync to the client's contact tab in Clio.
Access all client documents and communications from within Clio.
Matter and Project Linking:
Link a Clio matter to a Fidu project.
Access and update project information directly from within Clio.
View milestones, tasks, messages, and client-submitted documents.
Open the client or project in Fidu for a more detailed view.
