Clio Chat Integration

Automate chat leads for Clio

With HelpSquad’s Managed 24/7 Live Chat Service you will be able to book twice as many Sales Qualified Meetings and Leads through your website and automatically send them to Clio.

Integration with Clio

Capture leads 24/7 with HelpSquad’s managed live chat service within 15 minutes for Clio’s client intake, CRM and law practice management software.


Every minute you delay trialing HelpSquad you miss an opportunity to convert 3-5% of your new visitors to leads.


  • 24/7/365 Managed Live Chat Supporting your customers (Includes Two-Way Texting and Facebook messenger)
  • ADA, HIPAA and PCI compliant live chat software included free
  • 24×7 US Based, highly trained Shared or Dedicated Live Chat Agents
  • Instant lead and chat transcript forwarding
  • Appointment scheduling
  • FAQ creation and maintenance
  • Enterprise level reports
  • Dedicated account manager
  • 24×7 Support at 1-877-775-3667 or via live chat

Start 14 day free trial today to see what we can do for your top line.

Starts at only $185/month for up to 50 leads captured!

How many leads did you lose last month due to not having 24/7 proactive live chat on your website?

Having a live chat on your legal practice’s website can come with several benefits. To start, live chat makes you more approachable. If a prospect has just one small question about an issue, he or she is not likely to contact your law firm through phone or email. However, if all it takes is one click on the website to get in touch with support staff, and then the interaction is over in a minute, the prospect is much more likely to approach your firm. The prospect can then be registered as a lead, added to Clio’s CRM, and then contacted with an offer at some point in the future. All of this can be implemented for the low price of $185/month, with real people operating your live chat around the clock.

Simple pricing

Pricing starts at $185/month for up to 50 leads sent to Clio. That is less than $4.00 per lead!

Our state-of-the-art software allows us to capture leads on the web, social media, email and SMS (text messaging).


Start 14 day trial today to see how many leads we can generate for your business.

Custom implementation

Do you want your team to take chats when available and use our chat agents for backup to cover offline hours? No problem!


Need agents trained for your business and dedicated to your company only? No problem!


We help 1250 Clio customers with automating chat leads intake and have seen it all. We dare you to throw a challenge our way!


A Leader You Can Follow

HelpSquad is a leader in the business process outsourcing. Since inception, we have successfully helped countless businesses offer superior support to their customers.

Our headquarters is US-based with global contact centers that serve businesses in dozens of countries.

HelpSquad will show positive results within the first week of implementation. Our customer turnover rate is less than 2%.

We own our own call center software with numerous patents, US Patents Nos. 9,178,950 and 9,584,375; and Patent Pending.



Proactive 24/7 live chat for all your Clio needs

Clio is a legal software that can handle everything from clients and cases to billing. With its billing tools, you can create custom bills and set up automated payment plans within seconds. The tools can also be used to send invoices through email or through Clio’s client portal, accept credit and debit card payments, and add click-to-pay links on your website and landing pages. Other useful tools from Clio will make setting up online appointments, document management, and legal calendaring much easier.


Live chat can be integrated into Clio’s client intake automated system to improve lead generation. Certain prospects will have a question or two before converting, and if these questions are not answered, the prospects are likely to fall out of the sales funnel. This is why having a 24/7 live chat on your website can improve client intake and lead generation. All a prospect has to do is click on a button on your website to talk to one of your representatives, receive the information they need, and then within a few clicks, set up an appointment that is automatically scheduled in your calendar by Clio.


Live chat can also be integrated with Clio’s CRM. If a prospect has a conversation with one of your live chat representatives, this conversation can be saved in the CRM. The conversation can then be reviewed before approaching the prospect or client in the future, and this will improve the odds of a conversion and improve the customer’s experience with your firm. Saving these conversations and reviewing them as a whole can help you gain insights into how you can better target certain segments of your client base, so that your marketing and advertising campaigns have higher conversion rates and better ROIs. Over the long term, the information gathered through your live chat can be invaluable. 

“Meet HelpSquad. The live chat team of agents trusted by over 4,000 businesses with their most important asset: Their customers!”

These businesses trust us

Kofile Technologies

"They are a professional who has always proven themselves trustworthy and beneficial to our support staff."

Mason Bottle

"The price is excellent for the quality of the service. Agents and coaches learn quickly and give customers and prospects an authentic experience with our brand. We are able to spot patterns via customer interactions with the chat to help improve our business, as well as increase customer satisfaction."

MultiSoft Corportation

"They handle all of our live support 24x7x365. Awesome customer service!!!"

N.J. Hair Center

"It's like having someone there 24/7 to answer questions and provide information to customers. They are a great company, exceptional service, and reasonable prices for what they offer."

Simple Agency Oy

"Agents will learn how to answer the top questions prospects ask custom to YOUR business."

Spark Orthodontics

"Good communication between company and customer!"