Hey Clio fans! Interested in the Dendri integration but not sure what it's about?
Dendri offers the only solution in the market to turn your Clio matters and tasks into beautiful kanban boards with a seamless two-way real-time sync.
Get to know Dendri a little more
Dendri is a visual Kanban-board style project management software designed with Clio users in mind, and aims at augmenting the Clio experience by adding powerful task management to your Clio workflow.
Empowered and aligned teams
Dendri gives Clio users a powerful way to manage tasks with their team. Once you sync a matter, all data and tasks are connected. Now, you can create a task in Clio and then set up a flow of processes through our powerful kanban boards – assign multiple users, design a workflow, comment, label, and when you finally move that task to the done column, it will be marked complete in Clio!
Quick and easy setup
Sync your Clio matters to Dendri and back in real-time with one click sync. Choose which matters to sync, see all of your tasks for all matters on a personal customized dashboard, add context and additional users to your tasks – with zero coding involved.
Group Tasks into Team Boards to Save Time
In addition to powering up your matter tasks, you can assign tasks to multiple users and to a team board like “brief writing” or “trial prep,” so all of the same kind of work can be organized and handled in bulk by the responsible team. Group medical records requests by provider and call on a dozen clients with one call!
Multiple Tasks, One Screen.
Getting started with Dendri is as easy as 1, 2, 3. It's simple, secure and there's no installation required.
1. Choose your matters
Select and authorize the matters you want to sync.
2. Configure your flow
Once you create a task in Clio, leverage our powerful Kanban boards to customize your workflow and setup
3. Let it sync!
Set it and forget it, Dendri will take over from here keeping your matters, contacts and tasks linked. Finish your work in Dendri and Clio will be automatically updated.
Frequently Asked Questions
Here’s the thing: you don’t need practice management software. You could manage a project with nothing more than a pen and stack of Post-It notes. So if you are going to pay for some software, we want to make absolutely sure that you love it and can see the results. That’s why our paid plans include a 30-day free trial, so you can hit the ground running and see first-hand how Dendri can free up your team’s time and energy to focus on the work that really matters.
Dendri works with individuals and teams ranging from 1 to 500 employees across numerous different industries, each with unique needs and use cases. We’ve found that user-based pricing is the best way to effectively serve such a diverse customer base.
We'll send you an email before your free trial expires. If you decide you want to keep using our products, you'll be asked to create a paid subscription and billing details. And if you decide not to continue using our products, no problem — you can opt-out with no hassle or hidden fees.
Our monthly subscriptions can be paid by paypal or credit card. If your organization is unable to pay by credit card payments, please contact us at firstname.lastname@example.org to arrange an alternative payment method.
We’ll make a one-time prorated charge to your preferred payment method to cover your new team member(s) for the remainder of the current billing period. Starting with the next billing period, they'll be counted towards your total bill like every other member.
As an example, you are paying $35 per user per month when billed monthly. You invite a new team member 10 days into your billing period and there are 20 days remaining. The per-day cost for each user is $1.16 ($35 divided by 30), so we will make a one-time charge of $23.2 ($35 divided by 30 days times 20 days) to your preferred payment method.
Keeping our clients' data secure is an absolute top priority. Dendri is hosted entirely on Digital Ocean, providing end-to-end security and built-in privacy features. For more information, visit https://www.digitalocean.com/community/tech_talks/utilizing-security-features-in-ssh.
Your data is always yours. If you have a career's worth of cases or you're just starting out, reach out to us to help import your existing files. Our dedicated database migration team will offload your data import from other applications or you can keep your practice management solution and integrate with us for tasks.
We're happy to give you some more time. Just let us know and we'll give you extended trial period
We understand moving to a new system is a daunting task. We provide unlimited training including free one-on-one and group training to help your firm in the transition.
Still have questions? We'd be happy to answer them!
Reach out to our customer success specialists for more details on why Dendri would be great for your team!