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Demoing your Integration with Clio

Clio’s value of Customer Success Comes First extends beyond our products to our App Ecosystem. We want to ensure that integrations provide the best experience for our customers. As part of launching in Clio’s App Directory, Clio will conduct a review through a pre-recorded demonstration of your app and integration.

There are several high-level areas that we look for during integration demos. We’re sharing them here so that you know what the team expects and can plan your demo accordingly.

How demos are structured:​

Your demo should showcase the integration between the product and Clio. In particular, we’re looking for the following details in your demo:

  • Review the company and what service/product you provide.
    • We’re looking for a clear understanding of how you’re addressing your customers’ needs within your product.
    • Your solution should provide a polished and well-thought-out user experience.
    • We want to see apps that complement Clio’s functionality. This doesn’t mean you can’t build an app that improves on a feature that Clio already provides, but it should be built and integrated with Clio in a way that adds value for the user.
  • Review how this will benefit Clio customers and what problem it solves.
  • Review how a user would install the integration.
  • Demonstrate how the integration works/How a typical user would use the integration.
    • We’re looking for details on what data is synced between the systems, as well as when the data is synced (e.g. is it automated or a user-triggered action?).
    • We’re looking for a combination of polish and depth here. Ideally, it should be easy for a user to integrate your product with Clio and it’s clear what the end-user value is when they do so.
  • Go over any applicable frequently asked questions.

The total length of the demo should be 5-10 minutes long.

Recording your demo​

Feel free to use any software you like to record your demo. If you’re looking for a suggestion on what to use to record your demo, we suggest Loom, Vidyard, or Hippo Video.

Sending us your demo​

Once complete, please send the link of your demo to api.partnerships@clio.com