SimpliChat

Solutions

For firms on Clio Manage whose clients would rather message than email, and who want those conversations off personal phones, shared across the team, and in the file without anyone copying them by hand.

For the firm

One business line on the channel clients already use, set up for the firm. Every conversation is matched to the right Clio contact and matter and filed at the end of the day. Shared numbers and several open matters wait for a person. Nothing is filed without a confident match.

For your team

One inbox for everyone on the line. Several people can serve the same client without stepping on each other, and every reply shows who sent it. Replies go out on the same channel the client used. Preferred language is a staff setting.

For the lead attorney

An optional end-of-day email recaps every client conversation, with AI summaries if the firm turns them on. See what happened across all clients without opening a single thread.

What Clio sees

The application asks for three scopes. That is the whole list.

Notes live on the same Clio endpoint as the rest of the firm’s notes. Clio stays the system of record. We do not ask for Matters write.

SimpliChat

Requests access to Clio Manage

  • Contacts = Write

    Look up contacts and create notes. Clio has no separate Notes permission.

  • Matters = Read

    Required to read or write notes, including contact notes. Authorization is at the endpoint, not per note type.

  • Users = Read

    So we can confirm who authorized the application.

  • Matters = Write Not requested

Availability

Not a self-serve marketplace install. We turn firms on by invitation. The product is the same for every invited firm. What changes is which number, which staff, and which matters.

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