Will clients see each others’ contact information when they book online?

No. Clients only see your available time slots. Your appointment calendar is exclusively visible to you when you log into Setmore.

Do my client appointments appear in my Clio account?

No. You can view your client appointments on your Setmore calendar.

Can I transfer information from Clio to Setmore?

Unfortunately, no. This integration currently works one-way.

Does Setmore integrate with other apps?

Yes. Setmore supports dozens of integrations with third-party apps, such as Facebook , MailChimp , QuickBooks and Zapier . Here is a full list .

Centralize your client data with the Clio integration.

Transfer your clients’ data to your Clio account securely.

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Gather evidence, not paperwork

Your workday should center around handling cases, dispensing advice and researching legal records. Spend more time tending to your clients and less time organizing your calendar, with Setmore.

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Consolidate Your Data
Send client details from Setmore to your Clio account and save time on updating records.
Self-Service Booking
Maximize your billable hours by enabling clients to book, reschedule or cancel meetings 24/7.
Updates On-the-go
Receive instant appointment notifications straight to your iOS or Android device.
Add Customer Notes
Upload links to vital case information, contracts and invoices in your customer profiles.
Accept Client Payments
Receive lawyers’ fees through Setmore and record your billing information in Clio.

Reach more prospects and grow your firm by connecting Setmore with Clio.

Get started

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Share Your Availability

Make your Booking Page easy to access by linking to it from your website, Facebook and Instagram. Your prospective clients can book right away without needing to contact you. Build trust in your service by branding your Booking Page and displaying customer reviews.

Comprehensive Customer Profiles

Gather client data through Setmore and sync it with Clio in just a few clicks. Access all pertinent information when researching a case and spend less time searching for documents.

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Empower Your Firm to Convert More Leads

View your team members’ calendars and distribute cases evenly to increase efficiency.

Create Staff Booking URLs
Allow your attorneys to manage their own schedules and book prospects.
Delegate Tasks
Allocate cases to staff members based on availability or specialism.
24/7 Support
Reach out to Team Setmore any time via chat, phone or email.

Host Virtual Meetings

Use Google Meet or Zoom to connect with prospective clients, no travel required.

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Automate Reminders

Send automatic, personalized email and SMS alerts to your clients.

Your Website Works Harder

Add a ‘Book Now’ button to your site and transform visitors into new clients.

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FAQs

Will clients see each others’ contact information when they book online?
No. Clients only see your available time slots. Your appointment calendar is exclusively visible to you when you log into Setmore.
Do my client appointments appear in my Clio account?
No. You can view your client appointments on your Setmore calendar.
Can I transfer information from Clio to Setmore?
Unfortunately, no. This integration currently works one-way.
Does Setmore integrate with other apps?
Yes. Setmore supports dozens of integrations with third-party apps, such as Facebook, MailChimp, QuickBooks and Zapier. Here is a full list.