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Clio Integration

Clio for Dialpad

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  • Legal Software
PUBLISHER
  • Clio
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  • Ai Voice

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Overview

Clio Manage is the cloud-based legal practice management software that helps you easily run your firm, organize cases, and collaborate with clients. Having a natively integrated business phone system means firms keep all their interactions in a single place without having to waste time manually entering data.

Key Features:

Click to Call

  • Click on a client number inside of Clio Manage to automatically launch Dialpad Everywhere—the always on top call widget that includes:
    • Call controls
    • Real-time transcription (powered by Dialpad Ai)
    • Shared contact details with other platforms (Salesforce, G Suite, Office 365)

Call Logging

  • Automatically log calls back to the client's profile including the individual who placed or received the call, the contact called, the timestamp and duration, and the call direction
  • If a single matter is tied to the contact, Clio will automatically include that as part of the phone log

Automatic Call Transcriptions

  • Never second guess what was said during a call with Dialpad Ai powered transcriptions that are automatically surfaced during your call as well as available post-call within the Dialpad platform.
  • Post call summaries include:
    • Contact details like name or number
    • Call details including direction, timestamp, or length
    • Full transcription & audio recording (if turned on)
    • Ability to download or share with specific individuals

Unlimited Audio Recordings

  • Firms can turn on recordings across all their team's calls without running up against a storage cap
  • Recordings are surfaced post-call within your summaries as well as saved in your Dialpad platform. Like transcriptions, recordings can always be downloaded by the user who handled the call.

Availability

  • The Clio integration is available for Dialpad Talk Pro and Enterprise plan types. You can learn more about other supported features of those plans by visiting our pricing page.
  • The Dialpad integration is available for Clio Manage customers on Boutique or Elite plan types. Clio offers a 7-day free trial.

How to setup

To set up Dialpad in Clio Manage, go to Clio Manage and open Personal Settings > Apps > VoIP > Dialpad > Connect. Enter your Dialpad account credentials to sync both services.

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