Manual client intake process required staff to re-enter information from web forms into Clio, billing system, and document templates. New client onboarding took 2+ hours.
Built automated workflow connecting website intake forms to Clio, QuickBooks, and document generation. Added automated calendar scheduling and client communication sequences.
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Start a ConversationOnly a handful of direct integrations despite massive customer base, while competitors like Box and Dropbox were touting integrations as key differentiators
Read Case StudyRenewal tracking was manual across 2,000+ policies. CSRs spent half their day copying data between Applied Epic and carrier portals. Renewal retention had dropped to 82%.
Read Case StudyPaper intake forms led to long check-in times and data entry errors. 30% first-pass claim denial rate due to eligibility issues. 15% no-show rate was hurting revenue.
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