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Clio builds robust legal CRM with the Nylas Email API
Saving time and boosting revenue with an easy email integration
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.
Challenges:
Giving users A new powerful tool For client outreach
Clio wanted to improve workflows by enabling its 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. The company built tools to help 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.
Solution:
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.
Results:
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 Aaron George, co-founder of Lexicata (acquired by Clio). By building on top of the Nylas API, the Clio team was able to focus on other core components of their CRM.”
Related Case Studies
Jarvis Legal saves law professionals three hours a day with integrated email and calendar functionality
"A unified calendaring experience is essential for lawyers to definitively know what event happened for what client at what time. They need to be organized and they often rely on shared calendars."
– Alexandre Yeremian CEO of Jarvis Legal
- Industry:
- CRM, Legal
- Product:
- Calendar API, Email API
Leading accounting practice management platform closes 30% more deals with native email
CatchApp increases sales conversion rate 400% and launches new bookings platform three months faster with the Nylas Calendar API
“For us, the main pain point that Nylas addressed was providing [calendar integration] in a consistent manner across multiple platforms and providers,”
– Oliver Lamming CTO, CatchApp
- Industry:
- Productivity
- Product:
- Calendar API
Salesloft partners with Nylas to power MS Exchange integration, unlocking new enterprise market
“We have millions of emails sent each week. Nylas frees us up to focus on other roadmap priorities, such as delivering new features to our customers and working with our data science team on exciting new projects.”
– Nora Ignatius Product Manager, Salesloft
- Industry:
- CRM, Sales & Marketing
- Product:
- Calendar API, Email API
Funnel increases ARR 150% using Nylas email and calendar APIs
“Since we started using Nylas, our CRM has averaged 150% YOY ARR growth.”
– Tyler Christiansen CEO at Funnel
- Industry:
- CRM, PropTech
- Product:
- Calendar API, Email API
Jobylon increases ARR 25% by adding native email and calendar functionality to their recruiting software
“The Nylas Email and Calendar integrations helped Jobylon add premium email and calendar functionality, resulting in a 10% increase in new customer acquisition and a 10% increase in ASP.”
– Aref Abedi CEO, Jobylon
- Industry:
- ATS, HR & Recruiting
- Product:
- Calendar API, Email API
Learn how Nylas helped LionDesk leverage communications data to become the #1 real estate CRM
“Partnering with Nylas was pretty much love at first sight.”
– Lee Ling Yang Director of Product at LionDesk
- Industry:
- CRM, PropTech
- Product:
- Calendar API, Contacts API, Email API
Oliverlist sends 2M+ emails a month and streamlines scheduling with seamless integrations from Nylas
“The reason why we chose Nylas in the first place for an email integration was because it would be way easier for us to use your API than building it ourselves, and we really needed to be able to deliver fast on the product side.”
– Paul Bouché Head of Sales at Oliverlist
- Industry:
- CRM, Sales & Marketing
- Product:
- Calendar API, Email API
Nylas partners with Choicely to power the casting process of the world’s largest TV production company
“It’s not an exaggeration to say that Nylas helped us build our new casting features 10x faster. It took us less than a month to integrate email and calendar, allowing us to refocus our technical resources on building the most robust casting solution on the market.”
– Tommy Eklund CTO, Choicely
- Industry:
- Entertainment
- Product:
- Calendar API, Email API, Scheduler
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