Clio + Evidence Integration

You're running campaigns to drive legal inquiries but your conversion tracking sheet only updates when someone manually exports client records, so the metrics you're optimizing against are always hours behind — with this integration, every new contact lands on your site as a live notification instantly and your data stays current.

You manage incoming client leads in Clio but need to display social proof and alert your team immediately, leaving you scrambling to manually update multiple platforms — this integration means every new contact creates an evidence notification instantly and alerts your team without delay.

You answer to stakeholders who want to see active firm growth and social proof metrics, but gathering disparate data takes hours of manual reporting every week — automating both apps means your live firm activity is displayed seamlessly and your credibility metrics update in real time.

You process high volumes of client invoices and payment state updates in Clio, but keeping your public site notifications synced by hand is impossible at scale — connecting these apps means every bill update triggers an evidence notification automatically and keeps your workflow accurate.

You own the client onboarding step and depend on new matter creation to trigger internal tasks and public success stories, but manual handoffs cause delays — this integration means every new matter in Clio triggers your follow-up actions and site notifications instantly.

You need a reliable audit history of every client interaction and document upload in Clio, but scattered records leave gaps in your compliance logs — connecting these apps means every Clio event is captured cleanly and your audit trail remains complete.