Clio Manage integration for law firms, available soon Turn new clients
into
Clio matters
Available soon: create a matter in Clio Manage from a request your team has selected.
Book a demo
YOUR TEAM HAS CHOSEN
Daniel Walsh
Medical negligence
Outcome
Became a client
Selected by
Olivia Brennan
Reported issue
Nerve damage after shoulder surgery
CLIO MANAGE
Matter created
Daniel Walsh
Created from
The request your team selected
Clio Manage connection available soon.
The Clio connection is for firms in Ireland and the UK.
How the Clio connection will work
Your team accepts the client
Only requests your team accepts become matters.
A HUMAN DECISION
Your firm decides
Client request
Daniel Walsh
Olivia has reviewed the request and selected it for matter creation.
PageMax does not decide which client your firm takes.
Create the matter
The client’s details go into Clio Manage, without retyping.
ONE HANDOFF
Details sent to Clio
Name
Daniel Walsh
Practice area
Medical negligence
Destination
Clio Manage
Daniel is found or added as a contact, then the matter is created.
Your team decides
which clients
to take on
Be the law firm cited in ChatGPT
We're opening PageMax to a small number of firms. Book a demo.