Clio Integration

Power up your legal practice with smarter communication.

TeleVoIPs integration with Clio, the cloud-based legal practice management software, helps attorneys and law firms streamline communications, improve client service, and keep better records automatically.

How It Works

Our Clio integration connects your VoIP phone system directly with your case management software, enabling:

Automatic Call Logging: Every inbound and outbound call made through TeleVoIPs is automatically logged in Clio, with time tracked to the appropriate matter.

Screen Pops for Incoming Calls
Instantly see who’s calling. Contact info, matter details, and communication history from Clio will pop up on your screen as soon as the phone rings, so you’re always prepared.

Click-to-Call from Clio
Click on any phone number within Clio to instantly place a call via your TeleVoIPs softphone or desk phone, no dialing required.

Call Summaries & Transcriptions: Automatically generate a quick call summary or transcription after a call ends. These insights are synced to Clio, helping your team recall key details and keep records accurate.

*Requires AI-Powered Tools and Call Recording

Text Messaging: Easily send and receive SMS messages within the TeleVoIPs platform and have those conversations documented in Clio alongside other client interactions.

Key Benefits

Save Time: Eliminate manual entry and reduce time spent on administrative tasks. Our integration handles logging and time tracking for you.
Enhance Client Experience: Instantly access client details when a call comes in, so you can deliver faster, more personalized service.
Improve Billing Accuracy: Automatically capture billable time spent on calls and associate it with the client matter for accurate invoicing.
Stay Organized: Keep a complete history of every client interaction without lifting a finger. Every call is tied to the right contact and case file in Clio.

Designed for Law Firms

Whether you're a solo attorney or a multi-location firm, this integration is built with your workflow in mind. It supports:

Legal professionals looking to improve communication tracking.
Law firms seeking better billing visibility.
Teams need instant access to client information and call history.

Ready to Streamline Your Practice?

We’ll handle the setup and ensure your team is trained to get the most out of the Clio integration. With TeleVoIPs, your phones don’t just ring; they work smarter.