We're excited to announce our integration with Clio, a leading case management system for legal professionals. This powerful new integration is designed to enhance efficiency and simplify legal workflows, allowing attorneys to focus more on client service and less on administrative tasks.
The Eve<>Clio integration automatically syncs matter details, contacts, case notes, and documents from Clio to Eve, eliminating manual data entry and ensuring your case information is always up-to-date. Available at no additional cost to Eve customers using Clio, this secure one-way synchronization system maintains data integrity while streamlining your daily operations.
By automatically syncing your case information from Clio to Eve, we eliminate the need for manual data entry, saving you valuable time and reducing the risk of errors. You can trust that your case information in Eve is always up-to-date, allowing you to make informed decisions based on the latest data. Eve's holistic understanding of your case creates an exponentially more powerful tool, the central hub for your case knowledge and case work.
This seamless integration also helps maintain organizational clarity within your firm. With clear visual indicators for Clio-originated matters and a well-organized system for storing and accessing case details, contacts, notes, and documents, you and your team can easily find the information you need when you need it. This improved organization allows you to focus more on providing excellent client service rather than getting bogged down in administrative tasks.
The Eve<>Clio integration empowers you to work smarter, not harder. Whether you're preparing for a client meeting, drafting documents, or strategizing for a case, having all your Clio data at your fingertips in Eve can help you accomplish tasks more quickly and effectively.
The Eve<>Clio integration offers a comprehensive data synchronization that covers all essential aspects of your legal matters. This includes syncing basic and custom matter details, ensuring that all specific information about your cases is accurately reflected in Eve. Contact information for all parties involved in a case is also synchronized, allowing for easy access to clients, opposing counsel, and other relevant contact details. Additionally, case notes and timeline entries are transferred, providing a complete history of case activities and developments. Lastly, all associated documents and files are synced, ensuring that you have access to all necessary paperwork and evidence within Eve.
To keep your data current, the integration performs automatic nightly synchronization of matter details. This ensures that any updates made in Clio during the day are reflected in Eve by the next morning, allowing you to start each day with the most up-to-date information. For those times when you need more immediate updates, a manual refresh option is available, allowing you to sync your data on demand. Importantly, this integration operates as a secure one-way synchronization system from Clio to Eve. This design choice maintains data integrity and a clean data infrastructure for your firm.
The Eve<>Clio integration has already made a significant impact on law firms, as evidenced by the experience of Brennan Hershey, Founding Partner and President of Hershey Law.
He shares, "Eve's integration with Clio has enabled us to work more efficiently, keeping our file access and case updates centralized and automatically updated. With little to no manual work, Eve provides a practical system that allows us to work more efficiently and effectively on behalf of clients, able to service more clients at a time. It has helped us reduce our pre-litigation process from months to weeks."
Available for all users of Eve, the integration for Clio comes at no charge and can be easily set up with the help of our dedicated support team. This powerful integration streamlines your workflow, enhances productivity, and allows you to focus more on what matters most - serving your clients.
Experience the benefits of seamless case management and casework for your firm. If you already use Eve and would like to get started with the Eve<>Clio integration, simply reach out to your Customer Success Manager. If you want to get signed up for, grab a demo with one of our reps here.