Call and Connect with Clients

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.

Why Dialpad & Clio?

Click, Call, Connect
Simply 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 Voice Intelligence™)
  • Shared contact details with other platforms (Salesforce, G Suite, Office 365

Call Logging
Calls placed with Dialpad from inside Clio will automatically log back to that 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. Calling from Dialpad instead? No problem—calls are still logged back to Clio Manage which means users can switch between desk phones, laptops, or cell phones and still capture activities.

Automatic Call Transcriptions
Never second guess what was said during a call with Voice Intelligence™ 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
With no limits on call 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.

FP Clio 1

FAQs

What Dialpad plan type is supported with this integration?

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.

What Clio plan type is supported with this integration?

The Dialpad integration is available for Clio Manage customers on Boutique or Elite plan types. Clio offers a 7 day free trial.

What call logging is supported with this integration?

Call records will automatically be logged back to Clio, regardless of whether the call was initiated from Dialpad or from Clio directly and will include who placed or received the call, the contact called, the timestamp and duration, and the call direction (inbound vs outbound). If there is a single matter connected to the contact, that will also be automatically linked to the phone log.

Do I have to make calls from Clio to capture phone logs?

Nope! You can use the Dialpad app (desktop or mobile) and have calls still log back to your contacts. Just make sure the phone number you're using in Dialpad matches the contact record inside of Clio Manage.

Can I turn off transcriptions or recordings?

Absolutely. You have the flexibility of turning off transcriptions or recordings (or both) on any call, whether inbound or outbound. Interested in learning more around best practices? Check out this guide on transcription & recording notifications.