Clio builds robust legal CRM with the Nylas Email API

Saving time and boosting revenue with an easy email integration

Lawyers shouldn’t need another advanced degree to figure out how to best serve their clients. But, litigation requires logistics. Before a case hits the courtroom, law firms need to do the work before the work: onboarding clients, reviewing documents, and scheduling meetings.

Lexicata (acquired by Clio), the legal CRM, gives attorneys a suite of tools to help them focus on the work that’s most important. If a firm is using the wrong set of tools to manage clients, they can create logistical thrash that affects the most important part of an attorney-client relationship — communication.

A lion’s share of that communication happens via email. Using Nylas’ API, Clio gave attorneys a new way to make the most out of their email, and their business.

Challenges:

Giving users A new powerful tool For client outreach

Clio wanted to improve workflows by enabling its users to view and control all client email correspondence from one CRM. Having more articulated control over a client’s first impression of their attorney can help onboarding in the early stages of an attorney-client relationship.

But, Clio looked down the road from onboarding as well. The company built tools to help clients focus on growing and securing client-relationships.

Clio’s clients handle privileged, sensitive material everyday. Security of that information is a primary concern to Clio because it’s paramount to their users. When Clio was looking around for an email API provider, they knew they needed robust security controls.

Solution:

Nylas’ security docs and out-of-the-box support for two factor authentication quickly addressed those concerns. Clio’s new email integration works securely at scale, ensuring their users’ information is safe.

Results: 

Saving valuable development time with robust email API integration

Clio built email support and integration with Nylas in just two weeks with a few engineers. Instead of wasting development time building out individual integrations for each separate email platform their clients use, Clio’s developers integrated with Nylas once to deploy support for all leading email platforms.

“It would have cost us at least a year to build out just the Exchange and Google integration,” says Aaron George, co-founder of Lexicata (acquired by Clio). By building on top of the Nylas API, the Clio team was able to focus on other core components of their CRM.”