Clio Integration


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.

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.

Additional info

How Dialpad Integrates with this App:

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.