Clio Legal Software Telephony CRM Integration with VoIP Phone System
Transform the way your law firm communicates with
Clio Legal Software Integration with The VoIP Shop. Instantly see who's calling, view case information while the phone is ringing, and keep every client interaction securely logged within Clio. Streamline your everyday tasks, minimise your administration and provide better client service with a telephony-based service designed for legal professionals.
Reduce admin time by up to 40%, integrate Clio Legal Software with The VoIP Shop and keep every legal client call tracked and managed effortlessly!
Call Us:
0116 243 8426
What is Clio?
Clio is the number one cloud-based legal practice management system designed for solicitors & law firms. It enables law professionals to manage their case-related tasks from one single platform. In simple terms, Clio is like a digital hub for a law firm - managing client, case progress, communications, and the billing and compliance aspect of the law firm from anywhere.
Key Features of
Clio Legal Software Integration
The Clio
legal software VoIP integration gets all your client communication and case management into one efficient work system. Key features are given below to help your law firm handle calls efficiently.
Address Book Search
Quickly search your client or case contacts directly from the
Clio phone system integration. Save time by finding the right person instantly without switching between applications.
Click to Dial via Go Integrator for Broadworks
Make calls directly from the Clio interface with a single click. This eliminates manual dialling errors and speeds up client communication.
Manual Screen Pop
Access client or case information in a pop-up on demand during a call with this
solicitor case management telephony. Keep relevant details at your fingertips without waiting for automatic prompts.
Auto Screen Pop
Automatically display the caller’s details and case information in a pop-up as soon as the call comes in. This ensures you’re prepared before answering.
Caller Details Preview
See essential information about the caller immediately, including case references and contact notes. Helps you provide personalised service efficiently.
Automatic Call Activity Logging
Every call is logged automatically into Clio, including time, duration, and notes. This reduces administrative workload and ensures accurate records.
Pop Contact in Edit Mode
Open the contact in editable mode directly from the call screen. Make updates to client information or case details in real-time.
Add Contact
Easily add new clients or contacts from incoming calls into Clio. Keep your database up-to-date without extra manual entry.
Related Data
View all relevant case or client data linked to the call with the help of Clio
case management telephony integration. This ensures context-aware communication and reduces the chance of errors.
Clio Telephony Integration with The VoIP Shop
The VoIP Shop integrates seamlessly with Clio, making it a perfect legal practice management phone integration software to simplify how law firms handle calls and client interactions. When the phone rings, you can instantly view who is calling and access pertinent case information and then have smart and effective conversations. Clio telephony integration helps law firms to save time and cut administration, and go on to offer a smoother and more professional service to all clients.
Benefits of VoIP Integration with Clio Legal Software
Clio legal software integration with The VoIP Shop unifies calls and case management within a single streamlined workflow. Solicitors can access client information at a glance, log calls automatically and administer communications without the need to move between multiple systems, sparing time and minimising administration.
Streamlined Case Management
With Clio’s
legal software VoIP integration, route each and every call to the right case automatically so your files are complete and up-to-date at all times. View client history and case notes instantly so your staff can make smart calls on every incoming call.
Imrpoving Client Communication
Clio legal software integration allows viewing who is calling and applicable case information before answering, allowing faster, more customised responses. Track everything so you never miss a call or follow-up and boost client satisfaction.
Increased Productivity of Solicitors
Automated calling and click-to-dial features in VoIP phone systems for Clio users eliminate manual work, leaving solicitors free to work on cases. Teams are more effective and error-free, and manage their overall work processes better.
How Does the VoIP Shop Integrate with Clio Software?
Clio Legal Software Integration with The VoIP Shop simplifies client calling management within law offices. Installation is minimal, and your personnel can then instantly streamline communications with minimal technological stress. Here is what you need to do:
1. Access Your VoIP Shop Account
- Sign in to The VoIP Shop.
- Go to the Settings menu.
- Click on Integrations to view available options.
2. Activate Clio Integration
- Locate Clio in the integrations list.
- Select the extension that matches your setup.
- Enable the integration by toggling the activation switch.
3. Authorise Connection with Clio Legal Software
- You will be directed to Clio for authentication.
- Enter your Clio login details.
- Approve the connection request to allow data sharing.
Once connected,
Clio Legal Software Integration with The VoIP Shop work seamlessly together. You’ll have access to features like automatic call logging, contact synchronisation, and instant access to client matter details - all directly within Clio.
Clio legal software integration ensures your firm saves time, reduces admin work, and delivers better client service.
How The VoIP Shop’s Clio Integration Supports Law Firms in the UK?
Clio legal software integration with The VoIP Shop provides law firms with an enhanced client communication experience. With automatic logging of calls and updating client records in real-time, all client communication is tracked and ensured, so solicitors can stay on top of things and better serve their clients.
Address Book Search
Quickly find and connect with clients using Address Book Search.
Clio legal software integration with The VoIP Shop lets you search your client and matter database directly through your phone system, saving time and ensuring you always reach the right person without switching between platforms.
Manual and Auto Screen Pop
With every incoming call, your team sees who’s calling and can instantly access their Clio profile. Choose between auto screen pop (client details appear automatically) or manual screen pop (open details with a single click).
Clio Legal Software Integration ensures you have the right context before answering, improving responsiveness and client experience.
Call Activity Logging Integration
Every client interaction matters. That’s why call details - such as time, duration, and notes are logged directly into
Clio legal software integration. No more manual updates or missed records. This seamless logging keeps your case files complete and ensures your team has a full history of client communication at their fingertips.
Seamless VoIP Integration with Clio Legal Software
For over a decade, The VoIP Shop has provided advanced phone systems built to support the unique needs of
legal practice management. Thanks to our integration with Clio, every client communication is immediately logged to the appropriate case record, arming solicitors with the information needed to respond meaningfully.
Centralised Case Management Across All Devices
Clio legal software integration with The VoIP Shop ensures every client call and conversation is connected to the correct case, regardless of the situation your staff are working in. In the office, at home or in court, with Clio and VoIP integration, you can stay connected and access case details and communication history on all devices, making sure that your team will remain connected and well organised in the process of working on cases.
Automated Document and Email Filing
Clio Legal Software Integration saves time and administrative effort by automating the attachment of call notes, documents, and related emails to the proper matter. Every part of the communication is ​filed without manual effort, allowing staff to focus on clients instead of managing records.
Incorporated Time, Task, and Billing Sync
Any calls placed through The VoIP Shop will sync with Clio's timekeeping and billing system. You'll easily log billable hours, associate tasks with client matters, accurately invoice, and earn more money while spending less time on admin work.
Improve Your Firm's Client Communication and Experience
Every good client relationship starts with timely and professional client communication.
Clio legal software integration can help solicitors respond faster and improve every client's experience.
Caller Identification Linked to Client Matters
Know exactly who is calling before you pick up.
Clio legal software integration with The VoIP Shop automatically links incoming calls to the correct client matter, giving solicitors instant visibility of case details and ensuring every conversation is informed and professional.
Click-to-Call and Instant Screen Pop for Client Records
Save time and reduce misdials with click-to-call directly from Clio. As calls come in, client records can pop up instantly, allowing your team to access case files, documents, and notes without searching & improving response times and client satisfaction.
Secure Client Messaging and Meeting Scheduling
Keep communication secure and organised. The VoIP Shop enables safe client messaging and integrates with Clio’s scheduling tools, making it easy to arrange meetings, follow-ups, or consultations while keeping records tied to the right matter.
Accelerate Firm Productivity with Clio-VoIP Integration
Efficiency is vital for law firms when managing clients & cases. When The VoIP Shop connects its telephony system with Clio, solicitors can avoid repeating the same task, understand their workloads, and keep cases running efficiently.
1. Auto-Logging and Reporting of Calls to Clio Matters
Every call is automatically logged into Clio with time, duration, and notes. This ensures complete and accurate client histories while reducing manual admin for solicitors and staff.
2. Real-Time Insights on Solicitor Workload and Case Progress
With Clio Legal Software Integration, attain insight into team performance through real-time reporting on caller activity, workload, and client contact and engagement. These insights assist firms in managing workloads across cases and client matters, tracking case progress, and increasing efficiency.
3. Workflow Automation for Deadlines and Task Reminders
Never miss an important date. The Clio legal software integration helps automate reminders, link tasks to calls, and keep deadlines on track - supporting smoother case management and reducing risk.
Trusted and Compliant Communications for Solicitors
Every law firm puts client privacy first. Clio legal software integration with The VoIP Shop to ensure that your business can communicate safely and without challenges.
GDPR and SOC2-Compliant Data Security
CLIO legal software integration’s highest priority is maintaining the security of every client's information. The VoIP Shop phone systems operate within a framework of fully compliant GDPR and SOC 2. So all customer information and communications will be protected.
Continuous Uptime and Support
Stay connected when it matters most. Solicitors can trust their phone systems to keep cases moving without interruption since they have high uptime reliability and support available in the UK.
Confidential Matter Management Across Cloud and Desktop
Whether your team works in the office, remotely, or in court, confidential case information remains secure and accessible. The
Clio legal software integration supports both cloud and desktop environments, maintaining compliance and client trust across every channel.
Advanced call control from within CRM applications
Bring phone features and functionality into the applications you use every day, eliminating the need to switch between programs to message, call and meet.
Click to Dial
Web-Page Dialing
Click to Hold
Click to Transfer
Built-in Call History
CRM Application Integration
Our Popular Similar Integrations to Clio
Want to know more about our Phone System for Solicitors?
FAQs
Answers to some of our most commonly asked questions for Clio Legal Software Integration with VoIP Phone Systems
