Clio
A very popular software that the legal industry uses is Clio. It's essentially their version of a CRM. We unfortunately do not have a native integration with Clio. The only way to connect us with them is through a third party such as Zapier which adds complexity to a workflow. Lawyers are one of the few professions that are willing to spend the extra money to make their lives easier. While speaking with a law office today, they loved our product and all that it could do, but since we lack the native integration with Clio, there's a good chance they're just going to go with DocuSign. DocuSign will probably come in more expensive, but because it creates more automations and less manual work, they will probably view it as a better solution. I'm hoping we can build a native integration out with Clio to help us win more legal deals as they typically are higher in value!
AdminJohn Ankoviak
(Admin, PandaDoc)
shared this idea
-
Zachariah Lovelace commented
WE NEEED THIS