Clio is the #1 Practice Management Platform for attorneys and most frequently used by Levitate customers, so it only made sense to build a full API integration with Clio Manage to keep your client list updated on a daily basis.
The integration takes 15 seconds to enable and automatically loads in your active and inactive clients (or all your contacts from Clio if you prefer) and creates tags and key facts in Levitate to help you target your messaging and stay top of mind.
“Levitate not only creates the content for me but they post it to our social media accounts without me having to do anything besides approve the content.
I can approve them months in advance and have it all completed. It eliminates the need for me to create emails and distribute them individually.”
Paralegal & Marketing Manager,
Levitate & Clio Integration User
What does the Clio x Levitate integration do?
Levitate will automatically pull contacts, key facts, and tags from Clio Manage. Data syncs nightly, keeping the data evergreen.
Contact information includes first and last name, phone number, email address, preferred physical address, company name, Matters, and your custom fields.
With the integration, tags will automatically update as you do things like add new clients or close cases, which will allows our customers to trigger automations.
