Rev Launches Clio Integration for Pro and Unlimited (Full Transcript)

Rev’s new Clio integration lets Pro and Unlimited users import legal files directly into their chosen Rev workspace.
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[00:00:01] Speaker 1: Today we're walking through Rev's latest product update. Let's jump in. We're so excited to announce our new Clio integration, now available on Pro and Unlimited plans. Let me show you. On your dashboard, under Other ways to upload, open the Select integration menu and choose Clio. Rev will ask you to connect. Click Connect, then over in Clio, click Allow access. That's a one-time setup. Once you've done it, you're linked for good. Now head back to that same menu and choose Clio again. And check this out. Up comes everything in your Clio account. From here, it's yours. Search for what you need and select as many matters and folders as you want, or drill into just one to grab a single file. Then click Select. And what's really cool is where it all lands is up to you. Pick the workspace or folder you want and hit Save. Rev pulls everything in behind the scenes. And there they are in my files, right where you sent them. And this is just the start. Right now, files flow one direction, from Clio into Rev. Next, we're closing the loop, so the transcripts, summaries, and documents you create in Rev can go right back to the matter they came from. No manual refiling. That's everything for this update. We're always looking to improve the Rev experience, so drop any feedback in the comments and we'll see you next time.

ai AI Insights
Arow Summary
Rev has introduced a new Clio integration for Pro and Unlimited plans. Users can connect their Clio account through the Rev dashboard, browse and search Clio matters and folders, select files, and import them directly into a chosen Rev workspace or folder. The connection requires a one-time authorization and currently supports one-way transfer from Clio to Rev. Rev plans to add the ability to send transcripts, summaries, and documents back to the originating Clio matter in a future update.
Arow Title
Rev Launches Clio Integration for Pro and Unlimited
Arow Keywords
Rev Remove
Clio integration Remove
Pro plan Remove
Unlimited plan Remove
file import Remove
legal matters Remove
workspaces Remove
transcripts Remove
summaries Remove
document workflow Remove
Arow Key Takeaways
  • The Clio integration is now available to Rev Pro and Unlimited subscribers.
  • Users connect Clio once through Rev and authorize access in Clio.
  • Users can browse, search, and select multiple Clio matters, folders, or individual files.
  • Imported files can be routed to a chosen Rev workspace or folder.
  • The current integration moves files from Clio to Rev; exporting Rev outputs back to Clio is planned.
Arow Sentiments
Positive: The announcement is enthusiastic and product-focused, emphasizing convenience, streamlined file access, and upcoming workflow improvements.
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