Give clients the ability to update their information in Clio

September 10, 2021

Without leaving Clio, you can send clients Afterpattern apps that allow them to update their information. This requires two Afterpattern apps: 

App 1: Sends your client an email with a link to App 2

App 2: An online questionnaire that allows the client to update their own information.

What it looks like in practice

From Clio, using the "More actions" dropdown, you can trigger an Afterpattern app:

This app will immediately send the client an email (using the email address associated with the client in Clio). In the body of that email, they'll find a link to another Afterpattern app:

The email sender's name is your Afterpattern username (above, "Demo Thomas") and the sender's address is no-reply@send.afterpattern.com. Learn more about Afterpattern email templates.

This second app is designed to function like an online form. You have lots of options for branding your apps, and you can even pre-populate the question fields with whatever data you currently have for the client in Clio (this allows the client to skip through whatever they don't need to update):

Ultimately, this allows you to sit back and watch as your Clio data is updated directly by the client. Or, you can always use app 2 (the online questionnaire) to update the data yourself.

How it works

This is a relatively involved process, but this article includes everything you need to get it done in 15 minutes. Unfortunately, you can't test these particular kinds of apps for free, you will have to sign up for a paid Afterpattern subscription. The good news is you get a free 2 week trial to your subscription.

Step 1. Build the app that sends your client an email

This is app 1 of 2. It's sole purpose is to send an email to your client. This is the app you trigger from the Clio dashboard under the "More actions" dropdown.

This app just needs two page blocks, a final page that just notifies you that the email was sent, and background page immediately before it that does the actual emailing:

Don't worry about using Clio Contact or Matter variables yet (as we are in the example above). Just add the above two blocks and create an email template (and lastly have this email fired from your background page). The email template will eventually include a link to app 2 (like in the image below), but don't worry about that yet:

1.1: Add Clio as a data source to this app, and then add this app to the Clio dashboard

You add a data source to your app under the "Data Sources" tab. Add a Clio Contact or Matter data source depending on whether you just want the client to update their Contact data (add Contact data source) or both their Contact and Matter data (add Matter data source). Then select what specific data you want to pull in by clicking "Select data":

From here, just click "Sync custom fields" and "Add all fields":

Great! Your app is now aware of all your Clio Contact and/or Matter data.

Next we want to add this app to your Clio dashboard so that it's available under the "More actions" dropdown. There are two reasons why we do this: (1) it makes it really easy to run this app; and (2) this is how the app knows whose data to use, because again as a result of your data source the app is aware of all your Clio Contacts and Matters -- by adding your app to the Clio dashboard, and then by navigating within Clio to a particular matter or contact, and then running the app from there, that's how your telling the app whose data you want to use.

To add your app to the Clio dashboard, just go to Settings > Global Configuration and click the toggle for either Contacts or Matters:

1.2: Use the email address variable for this contact

As a result of adding Clio as a data source to your app, and then adding the app to the Clio dashboard, you have available to you in your app a variable for each piece of data in Clio. Use the variable representing the client's email address on the background page that fires your email template: 

OK, now it's time to create the link that you'll use in the body of the email of this app. To do that, we need to build and activate app 2 of 2, the online questionnaire the client will use to update their information.

Step 2: Build the online questionnaire app the client uses to update their information

09/10/2021 -- WORK IN PROGRESS

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