A client books a court date through Clio, then spends the next fortnight ringing the front desk to double check it hasn't moved. Someone on the team chases overdue invoices by phone because email reminders get buried, and a matter's status can change without the client finding out until the next bill arrives. Clio holds the matters, the bills and the calendar, but has no way to put a message directly in front of a client's phone.

Connected to Mobile Message through Zapier, Clio can close that gap without anyone picking up the phone. When a new calendar entry is created for a matter, a Zap can trigger Mobile Message to text the client a reminder of the date and time. A new bill generated in Clio can trigger an SMS letting the client know an invoice is ready, and a change in a bill's state can prompt another text on where the payment stands. A matter's status changing, say from active to closed, can prompt a text too, so a client hears the news from a message rather than working it out from an invoice.

The reverse works as well, a client's reply to one of those texts can be logged straight into Clio as a new communication, so the conversation stays part of the matter record instead of sitting in a phone that only one person can see.