What is Clio Phone System Integration?
Clio phone system integration connects your communication tools directly with your legal practice management platform. By syncing your phone system with Clio, you can track calls, manage client interactions, and automate case updates—all from one central hub.
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Automation
at Its Best
Automate routine tasks, boost productivity, and stay focused on what matters most
Experience the power of automation as your phone system seamlessly integrates with Clio. From call logging to task creation and reporting, every step is optimized to save time and reduce errors. With smart workflows, your team can focus on high-value activities while the system handles the rest.
Getting in touch with our team is easy.
We’re on hand &
ready to help.
One of our experts will contact you as soon as possible.
Getting in touch with our team is easy.
We’re on hand &
ready to help.
One of our experts will contact you as soon as possible.
Supported Phone Systems and Providers
We support integrations with a wide range of phone systems, including:
-
RingCentral
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Zoom Phone
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Twilio
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8x8
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Dialpad
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Aircall
Custom Integrations Available: If your phone system is not listed, our team can build a custom integration to meet your needs.
Key Features of Clio Integration
Click-to-Call Functionality
- Make calls directly from Clio client records with a single click, eliminating manual dialing and saving time.
Automatic Call Logging
- Log all incoming and outgoing calls in Clio automatically, capturing time, duration, and associated client records
Workflow Automation
- Trigger tasks, reminders, or case updates based on phone interactions, ensuring nothing slips through the cracks.
Call Analytics
- Monitor call activity and performance metrics within Clio to gain insights into client communication trends.
Time Tracking Integration
- Track billable hours during phone calls and sync them directly with Clio’s billing and time tracking system.
How It Works?
1
Initial Assessment
We evaluate your current phone system and NetSuite setup to understand your needs.
2
Integration & Configuration
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Connect your VoIP provider (e.g., RingCentral, Twilio, 8x8) or PBX system with NetSuite.
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Configure call logging, click-to-call, and reporting features.
3
Testing & Training
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Conduct comprehensive testing to ensure smooth operation.
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Train your team on how to use the integrated system efficiently.
4
Ongoing Support
Deliver 24/7 technical support, system monitoring, and regular updates to keep your system running at peak efficiency.
Voice
The complete business phone system
Set up new phone lines and custom call routing in minutes for teams around the world. All you need is the app.
Video
Powered video meetings
Meet in HD and never take notes again. Intouch’s video meetings have HD call and video quality with the ability to record meetings .
Messaging
Unlimited team messaging
Collaborate 1:1 or get organised in messaging channels for any project, topic or team.
Where work comes together