Clio

Clio is a powerful, innovative, user-friendly cloud-based law practice platform.
DESCRIPTION

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. For existing clients, we add a phone/chat communications to open matters (as long as the client only has one matter). If it's a new client, we automatically create a new contact object for the person.

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.