Embroker – the Insurance Broker Built for Today’s Law Firm

Digital commercial broker Embroker is now integrated with Clio to offer law firms easy access to E&O insurance.

Refresher: Clio, one of Canada’s fastest growing technology companies, was established in 2008 by Jack Newton and Rian Gauvreau to offer a legal practice management software. It has since raised $26M from Acton Capital Partners and Bessemer Venture Partners; to name two lead investors.

Also, this month it celebrated its 10th anniversary by announcing 21 new app integrations. Here’s the list of partners (Embroker #5):

1. Attornify allows potential clients to find and book an attorney instantly. Any new consultation booked through Attornify is directly input into the attorney’s Clio calendar.

2. BirdEye sends fully automated review requests to clients based on the cases you close in Clio. Attorneys will receive real-time alerts with every new review and be able to respond directly to all reviews in one place.

3. Case Status provides clients with real-time updates regarding the status of their cases, while letting attorneys and clients message each other quickly. Fully integrated in real-time with Clio, all cases and communications are automatically synced to appear in both Clio and Case Status.

4. Docketbird enables lawyers to easily access their federal court documents by uploading them to your Clio matters as soon as they are filed, making it easy to view and search federal court docket sheets and documents when working in Clio.

5. Embroker leverages on-demand expertise and technology to streamline insurance workflows and secure coverage from carriers that specialize in law firms.

6. FlexxLegal allows clients and accountants to securely access and upload documents (upon review by the attorney) to their minute books at any time.

7. Gideon uses AI to capture and qualify leads, answer initial inquiries and book meetings for attorneys 24/7. Once the intake is complete in Gideon, Clio customers can export all the data over to Clio with one single click.

8. Inventive-IP analyzes free text, searches for prior art, identifies and assesses competition, and monitors IP instantly, so lawyers’ clients can protect their IP assets continuously using proprietary AI technology, all while seamlessly updating the appropriate matter and billable activity in Clio.

9. Klyant offers a cloud-based legal accounting platform for European law firms that lets attorneys manage firm accounting in the same system as trust/client accounting, enabling compliance with SRA Accounts rules while synchronizing client and matter data as well as all firm and trust/client transactions from Clio.

10. LawDroid designs dialogs to qualify legal professionals’ leads using chatbot technology, and gathers information from new clients, while providing standardized information to existing clients. Once conversations are complete, LawDroid populates the data into Clio.

11. LawTap Appointment Booking Manager books appointments instantly with SMS and email confirmations and reminders, and synchronizes LawTap appointment bookings as contacts, matters, and activities in Clio.

12. Lawyaw combines court forms and internal Word documents into custom groups, and creates error-free legal documents from more than 5,000 up-to-date and fully editable state, county, and local forms, including all California Judicial Council and county court forms.

13. Lead Docket captures every lead from every source in one place, allowing for timely follow up that converts leads into client while automatically generating the client information in Clio.

14. Mediascope by Copypants uses ML to automatically search the web for matches of your client’s visual assets, generating documentary evidence reports that export directly to Clio Documents folders and are added to existing matters within Clio.

15. Medilenz Services is an AI assisted application and service that provides medical summaries for use by attorneys. Medilenz uploads medical records through a secure file transfer system in a PDF format to Clio to be associated with matters, and allows the status of a case to be checked.

16. PATLive answers every call using 24/7/365 virtual receptionists. Call details will be saved directly into Clio accounts, reducing redundancies.

17. Rainmaker identifies risks and opportunities for a client’s business, and creates auto-generated reports and agreed work plans to deal with the legal issues the diagnostic has identified, all based on priorities and timelines set by clients. This integration can be used as an on-boarding tool for new client matters or an annual review for existing clients.

18. Repsight automates review gathering. When Clio customers close a matter, clients will automatically receive a review request. High scoring reviews are sent directly to the public review site of the legal professional’s choice, while any low scoring reviews are emailed back to them for review.

19. Smith.ai offers inbound and outbound call services with per-call pricing with no charges for spam, robocalls, or wrong numbers. Smith.ai handles calls and booking appointments from everyone – prospective clients to court staff.

20. Time Tracker by eBillity tracks time with a two-way data sync with Clio and includes features like ABA billing codes, LEDES invoicing, a conflict checker, trust accounting, expense tracking, 4-click invoicing, and LSS realization reports.

21. WealthCounsel allows legal professionals to draft customized estate plans for clients, and pushes new or updated contacts and matters details into WealthCounsel online products so that Clio customers can immediately start drafting documents for their clients.

Btw, if you like this sort of customer acquisition strategy, you may want to follow 4-year-old Canopy and 3-year-old Paro. Canopy is a UT-based provider of practice management software to accountants. It just raised $30M in a Series B round, which brings its total funding to date to $60M. It could be a source of quality leads for those targeting professionals in the accounting space.

Paro is a Chicago-based startup that provides access to on-demand finance professionals by the hour. It recently closed a $5M Series A round.