Clio Builds Robust Legal CRM With Email API
Teaching a Legal CRM new tricks with easy email integration.
Streamlining Onboarding with the Nylas Email API
Lawyers shouldn’t need another advanced degree to figure out how to best serve their clients. But, litigation requires logistics. Before a case hits the courtroom, law firms need to do the work before the work: onboarding clients, reviewing documents, and scheduling meetings.
Lexicata (acquired by Clio), the legal CRM, gives attorneys a suite of tools to help them focus on the work that’s most important. If a firm is using the wrong set of tools to manage clients, they can create logistical thrash that affects the most important part of an attorney-client relationship — communication.
A lion’s share of that communication happens via email. Using Nylas’ API, Clio gave attorneys a new way to make the most out of their email, and their business.
Giving Users A New Powerful Tool For Client Outreach
Using the Nylas Sync Engine, Clio enabled their users to view and control all client email correspondence from one CRM. Having more articulated control over a client’s first impression of their attorney can help onboarding in the early stages of an attorney-client relationship.
But, Clio looked down the road from onboarding as well. They built tools to help their clients focus on growing and securing client-relationships.
Clio’s clients handle privileged, sensitive material everyday. Security of that information is a primary concern to Clio because it’s paramount to their users. When Clio was looking around for an email API provider, they knew they needed robust security controls.
Nylas’ security docs and out-of-the-box support for two factor authentication quickly addressed those concerns. Clio’s new email integration works securely at scale, ensuring their users information is safe.
Our customers needed email features in their CRM, and Nylas made it easy to build. [The Nylas APIs] are a modern way to work with email.Aaron George
Co-founder of Lexicata
Saving Valuable Development Time with Robust Email API Integration
Clio built email support and integration with Nylas in just two weeks with a few engineers. Instead of wasting development time building out individual integrations for each separate email platform their clients use, Clio’s developers integrated with Nylas once to deploy support for all leading email platforms.
“It would have cost us at least a year to build out just the Exchange and Google integration,” says George. By building on top of the Nylas API, the Clio team was able to focus on other core components of their CRM.
“Our customers needed email features in their CRM, and Nylas made it easy to build,” says George.