Case Study: Clio achieves secure, full-email integration and saves 12 months of engineering time with Nylas

Clio Builds Robust Legal CRM With Email API

Clio, the Burnaby-based legal CRM (formerly Lexicata), needed to streamline attorney-client communication—onboarding, document review, and scheduling—by embedding email functionality directly into their platform while meeting strict security requirements. To avoid building separate integrations for every mail provider, Clio selected Nylas and its Email API/Sync Engine to provide a single, secure email integration.

Nylas delivered a unified, secure email integration with out-of-the-box two-factor support, enabling Clio to view and control client correspondence from one CRM. By building on Nylas’ API the team implemented email support in two weeks with just a few engineers, saving an estimated 12 months of engineering time, integrating with 100% of leading email providers, and unlocking new revenue-generating features.

Clio

Aaron George

Clio