Clio Manage

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 or chat for you, Smith.ai automatically syncs call summaries, contact information (name, email, phone number), and call duration/length if applicable to Clio.

We add phone and chat communications to contacts and open matters (as long as the client only has one matter).

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.