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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, Google Workspace, Microsoft 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 Connect 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 Essentials, Advanced, and Complete plan types. Clio offers a 7-day free trial.

How Dialpad Integrates with this App:

The Clio integration is available as a CTI in the Clio environment.

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.