The #1 request from our customers in recent years has been to be able to access Clio^® Contacts automatically, in real time. We’re delighted to report that we’ve crafted a system that does exactly that, it updates Clio Contacts to your choice of an Excel spreadsheet or Outlook Contacts completely automatically. It's the completely automatically that provides the magic.

We’ve tested and perfected the process with DB customers that have between five and 10,000 Clio^® Contacts. The same approach should work with most of Clio's competitors.

The requirements are simple: Clio, our Doxserá^® DB, and DB User if you like, Microsoft's Business OneDrive^®, and the free level of Zapier^®. The installation takes about an hour and requires the ability to follow directions, but when you're done, you're done. 

There's no maintenance required, everything is automatic, with real time updates of your new Clio data. You can literally turn from onboarding at Clio to creating the rep letter in DB with no loss of momentum.

Clio^® and Doxserá^® DB, the best of both worlds.

Clio to Excel to DB Solution

Clio to Outlook to DB Solution