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September 8, 2021
4 mins

Rest Announces New Integration with Clio to Help Estate Planning Attorneys Enable Online Experiences

Working with Clio, Rest bolsters its estate planning solution with a new integration to empower more attorneys to deliver end-to-end online experiences for their clients.

Los Angeles, CA—September 8, 2021—Rest, a sales automation platform built for estate planning attorneys to automate client intake and onboarding and move their client planning experience online, today announced its integration with Clio, a leading provider of legal practice management software.


Legal CRMs and cloud-based practice management solutions are an important piece of the technology stack for estate planning attorneys who put their clients and their clients’ experience with legal services first. Trusted by over 150,000 legal professionals in 100 countries and approved by 66 bar associates and legal societies, Clio’s cloud-based legal technology helps attorneys do just that.

"We share Clio’s vision of transforming how consumers interact with their lawyers” says Chris Barbaro, Founder of Rest. "Clio’s practice management platform complements Rest’s client experience solution for firm’s who offer estate planning services. We are grateful for Clio's partnership."

Approaching the 1-year mark, Rest is just getting started solving the human-digital divide in the legal industry by rethinking the way attorneys interact with their clients in an increasingly online world. With this new partnership Rest ensures more attorneys can seamlessly onboard new clients while providing them with a standout legal experience. 

“We’re excited to partner with Rest” said Jeff Porter, General Manager, Mid-Market. “Together, we're empowering law firms to elevate the experiences they are delivering to their clients, and that's something we get really excited about.”

Those interested in learning more about Rest’s integration with Clio are encouraged to visit 

About Rest 

Rest is a sales automation platform which empowers estate planning attorneys to provide their clients with an online planning experience. Founded by a former customer experience consultant, Rest is the first estate planning solution built exclusively for attorneys that supports their clients through the entirep lanning process. Attorneys rely on Rest to increase client acquisition, spend less on marketing, and convert more paying clients. For more information on how to make your law firm stand out, please visit

Media Contact:

Christopher Barbaro, Founder

213-290-1528 |

About Clio

Clio is transforming the legal experience for all through cloud-based and client-centered legal technology. Clio has become a company to watch on a global scale after securing a CA$6M Series B investment in 2012 by German-based Acton Capital, a CA$20M Series C investment in 2014 byBessemer Venture Partners and one of the largest investments in legal tech andCanadian history in 2019 with a US$250M Series D funding round led by TCV andJMI Equity. In 2021, Clio made history again by becoming the first legal practice management unicorn globally with a US$110M Series E investment led by funds and accounts advised by T. Rowe Price Associates, Inc. and OMERS GrowthEquity. Learn more at

Media Contact:

Chloe Phillips, PR andSocial Media Specialist 

1-800-347-8314 |

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