Integrations Clio

Clio offers all you need to run a law practice from intake to invoice, with powerful tools to manage cases, clients, documents, bills, calendars, time tracking, reporting, and accounting.

When we receive a call for you, automatically syncs caller information and details to Clio. If it's an existing client, we add a phone communication to the record. If it's a new client, we automatically create a new contact object for the caller. From that point on, all calls from or to that caller are updated as you would expect in Clio.

This is just a long way of saying "Yes, we integrate with Clio." Our team is well-versed in it, so if you have any questions, give us a call or send us an email.

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