For law firms that manage their matters in Clio Manage: the client is recognised when they call, new contacts are created from 3CX and every conversation is logged in Clio.
Highlights
- Client name shown before you answer
- New enquiries added as contacts from 3CX
- Calls, chats and texts logged in Clio Manage
- OAuth 2.0 connection
- 3CX AI analysis only if you enable it
Clio Manage is legal practice management software: contacts, matters, time and billing. In a firm, the phone serves current clients and new enquiries alike, and any conversation may matter later. Only if someone writes it down, though.
With our native template, the caller’s number is looked up in Clio contacts while the phone rings. The receptionist sees the client’s name before answering and can transfer the call to the responsible lawyer without asking the client to repeat themselves. A first-time caller can be added as a contact from the 3CX client without opening Clio. When the conversation ends, the call is logged in Clio Manage where the whole team can find it.
You upload the template to your 3CX and it connects directly to the Clio API. There is no extra service to host.
- Lookup by phone number or email, with the record displayed
- Clio search from the 3CX dialler
- Contact creation from the 3CX client
- Calls, chats and texts logged
Frequently asked questions
Are calls recorded and transcribed?
Only if you choose. The transcript, summary, sentiment and recording link are only added when AI analysis is enabled in your 3CX.
How is the Clio connection authorised?
With OAuth 2.0, using an account from your firm. You need 3CX V20 Pro or AI with CRM integration enabled.
