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Cadence โ€“ Automated Clio Reminders

Updated: May 17, 2021

People have asked for a way to create auto-reminders in Clio โœ”๏ธ for their Candle ๐Ÿ•ฏ๏ธ medical record requests to save time and further streamline the process. ๐Ÿ”‰ In response, we recently launched a new feature for the Clio//Candle integration called Cadence.๐Ÿ’ก With Cadence, you can set automated Clio tasks (with email reminders) for each of your record requests with the click of a button. โฒ๏ธ ๐Ÿ—“๏ธ โœ… Check-out this short video for the details! ๐Ÿ“น We think Cadence will be a great asset for every Clio user โ€“โ€“ from the solo practitioner needing a superpower to the busy paralegal with a never-ending to-do list. ๐Ÿš€ Cadence โ€“ Like Clockwork

  1. Set reminders for following up on your record requests.

  2. A reminder even it set in your Clio calendar and you are emailed a reminder when the request is due. โฑ

We strive to provide a joyful, fun, and productive user experience. If there are any suggestions or feedback you would like to share, please send them our way. โœˆ๏ธ โ€‹ Be well, Candle ๐Ÿ•ฏ๏ธ P.S. Click here below to book a free demo ๐Ÿ˜Š

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