📄️ Custom Actions
Third-party applications in Clio have the ability to create custom actions within the Clio Manage interface. Custom actions enable Clio Manage users to launch cross-application workflows from within Clio Manage, reducing the time it takes to switch between applications. Custom actions appear as dropdown menu options on Activities, Contacts, Documents, Folders, or Matters. When a user selects the custom action, they are sent to a URL specified by the integration partner.
📄️ Personal Injury API
Third-party applications in Clio have the ability to interact with the Personal Injury Add-On by adding entities for the Medical Records, Damages and Settlement pages.
📄️ Clio Payments API
Third-party applications in Clio have the ability to leverage Clio Payments by generating links to our hosted payment pages and sharing them to their clients.