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CRM Integration

A phone system built for law firms running on Clio

Click to call any client directly from Clio Manage. Inbound calls pop the caller’s client record through our browser extension. Every call — with recording and transcript — is captured in your VoIP International portal.

What the Clio integration does

Four capabilities that match how law firms actually use a phone system. Honest scope on what is automatic and what still needs human handling.

Click-to-call from Clio Manage

Phone numbers on contact, client, and matter records become clickable. One click places the call from your desk phone, desktop app, or mobile line. No copy-paste.

Client and matter screen pops

When a known client calls, our browser extension opens Clio to their profile automatically. Your team sees the case context before answering — without a clumsy lookup mid-call.

Every call on record

Every business call is captured in your VoIP International portal — time, duration, direction, recording, and transcript. Time-tracking entries are still created by your staff — we do not auto-bill time.

Pro Mobile for traveling attorneys

Attorneys taking calls between court appearances or at client sites get a real business cellular line via Pro Mobile. Business calls come from the firm's number, not a personal cell.

How it works

Setup runs through our browser extension — installed in Chrome on each workstation in minutes.

1

Install the extension

Install our browser extension in Chrome on each workstation and sign in with your VoIP International account. No passwords are shared between systems.

2

Configure your firm's setup

Tell us how your firm answers calls and we configure the screen pop — the extension opens the caller’s Clio page the moment a call arrives.

3

Roll out to your firm

Office staff get click-to-call from inside Clio. Attorneys traveling between locations or court get Pro Mobile cellular lines. Every call lands in the portal’s call history.

No separate integration fee.

The Clio integration is included with phone service. You pay for the phone service plan — $17 or $29 per user per month — and the integration is bundled in.

See Full Pricing

Who this is for

The Clio integration is built for law firms running on Clio Manage.

  • Solo practitioners and small to mid-size law firms using Clio Manage
  • Multi-attorney firms with 5 to 100+ attorneys plus support staff
  • Firms with attorneys who travel — court, depositions, client meetings
  • Practices in regulated areas (healthcare, family, immigration) that need clean per-matter communication records
  • Firms wanting business call records visible to whoever picks up the matter next

Common questions about the Clio integration

Honest answers about scope, requirements, and what's actually included.

Does this work with both Clio Manage and Clio Grow?

The integration is primarily built around Clio Manage, which is where client and matter records live. If your firm uses Clio Grow for intake, inbound calls from prospects can still match against Grow contacts depending on your data sync setup between Grow and Manage. Talk to us about your specific Grow-to-Manage flow during evaluation.

Does this auto-create time entries for calls?

No. Time-tracking entries are still created by your attorneys. The call appears in the matter's communications history with duration and direction captured, which makes it easier for the attorney to enter the time accurately — but we do not auto-bill time. That is intentional; auto-billed time for phone calls creates more compliance risk than value.

Is the integration compliant with attorney-client privilege requirements?

Phone systems do not create or break attorney-client privilege; the underlying communications do. Our infrastructure supports the technical practices firms typically need — call recording controlled by your firm, no shared lines that leak across matters, encrypted call signaling. Your firm's privilege policy is set by your team.

What does the integration cost?

Nothing extra. The Clio integration is bundled with our phone service. Phone service is $17 or $29 per user per month. Pro Mobile is priced separately if attorneys need cellular lines.

Can attorneys take calls on personal phones without giving out their cell number?

Yes. Pro Mobile gives every attorney a real business cellular line that lives on their phone alongside their personal line. Clients see the firm's number; attorneys keep their personal number private.

How does call recording work for matters that involve recording consent rules?

Call recording is controlled per-line and per-call. Your firm sets the recording policy — for instance, recording disabled by default with one-button activation for calls that require it. We provide the technical control; the firm's compliance rules drive the policy.

How long does setup take?

Most Clio firms are live within a few business days. Installing the extension takes minutes; rollout to attorneys takes most of the time.

Ready to see the Clio integration in action?

Talk to us about your setup. We will show you what the integration looks like with your actual workflow and give you a real quote — not a placeholder estimate.