Understanding the Two Clio Integration Methods in Click2Mail Connect

Click2Mail Connect offers two distinct methods for integrating with Clio to automate or manage mail delivery: Mail Merge via Trigger Tags and Document Mailing via Connect. This document outlines both options to help users determine which workflow best fits their business needs.

Method 1: Mail Merge via Trigger Tags (Automated Mailings)

This integration method uses designated trigger tags in Clio to initiate an automated mail merge campaign.

Use Case:

• Ideal for sending templated letters, postcards, or notices to clients based on their Clio tag assignments.

How It Works:

1. A designated trigger tag (e.g., "TacoTuesday") is applied to a contact in Clio.

2. Connect detects this tag and triggers a predefined mail merge campaign.

3. The template is filled with merge data from Clio contact fields.

4. The document is submitted automatically for print and mail.

Benefits:

• Fully automated process with no manual document handling.

• Centralized management of mailing campaigns.

• Supports templated outreach for reminders, follow-ups, or promotions.

Considerations:

• Trigger tags must be assigned intentionally and carefully to avoid misfires.

• Templates must be preconfigured in Connect.

Method 2: Document Mailing via Connect (Manual Document Mailing)

This method is not automated and requires users to manually select which documents are mailed from within Clio.

Use Case:

• Best for case-specific or ad hoc document mailings, such as contracts, invoices, or legal notices.

How It Works:

1. A document is selected within a Clio matter or contact.

2. The user accesses Click2Mail Connect via the Clio interface.

3. The document is reviewed, mailing options are chosen, and the item is sent.

4. Status is tracked in Connect.

Benefits:

• Greater control over what gets mailed and when.

• Supports unique, case-specific documents.

• Minimal setup required—ideal for individual use cases.

Considerations:

• Not automated; requires manual initiation.

• Requires the user to log in and complete each mailing.

Quick Comparison Table

Feature	Mail Merge via Trigger Tags	Document Mailing via Connect
Automation Level	Fully automated	Manual
Best For	Bulk or templated outreach	Case-specific documents
Initiation Method	Clio Trigger Tag	Manual document selection
Setup Required	Requires preconfigured templates	Minimal setup
User Interaction	Hands-off after tagging	Requires user login and review

Choosing the Right Method

• Use Mail Merge via Trigger Tags when you need scalable, automated outreach based on standardized messaging.

• Use Document Mailing via Connect for customized, on-demand mailings tailored to specific client matters.

Both methods work in tandem to support law firms and legal service providers who need flexible, reliable mailing tools built directly into Clio via Click2Mail Connect.