Streamline Clio Manage with Effortless Call Documentation
Clio Manage is the world's leading cloud-based legal practice management software, trusted by over 150,000 legal professionals worldwide. It centralizes case management, time tracking, billing, document management, and client communication into a single platform designed specifically for law firms.
Call Connector enhances Clio Manage by automatically capturing every client call, text, fax, and meeting. This eliminates manual entry and ensures you never miss billable time or important case details.
Transform Your Clio Manage Experience
Powerful automation that eliminates manual work and improves conversation quality
Automatic Call Logging
Every Clio Manage call is automatically logged as a Communication and Activity with complete call details - no manual entry required.
AI-Powered Transcription
Real-time transcription with legal-tuned AI accuracy, capturing every important detail from client conversations.
Smart Contact Matching
Automatically associates calls with the right contact and matter in Clio Manage.
About Clio Manage
Clio Manage serves law firms of all sizes across more than 130 countries, from solo practitioners to large legal organizations. The platform consolidates matter management, deadline tracking, client communication, time and expense tracking, billing, and document storage into one comprehensive system.
Call Connector integrates seamlessly with Clio Manage through OAuth 2.0 authentication, automatically capturing all client communications. Every call is logged as both a Communication record and an Activity, providing multiple views of client interactions. Recording links and AI transcripts are embedded directly in Communication records for instant access. The integration supports automatic contact matching and intelligent matter association when contacts have a single active matter.
as Communication
as Communication
What Gets Logged
Every call logged as a Communication record with an associated Activity
Call duration, timestamp, direction, and participants automatically captured
AI-powered legal transcriptions embedded in Communication body (Way Better plan and above)
Recording links included in Communication for instant playback
SMS messages logged as Communications (no Activity created)
Faxes stored as Documents in 'Call Connector Fax' folder
How It Works
Setting up the Clio Manage integration takes about 10 minutes. You'll need to be a Clio Manage admin user to connect the integration. First, connect your phone or video system (like RingCentral, Dialpad, Zoom, or Microsoft Teams) to Call Connector using OAuth 2.0. Then connect your Clio Manage account the same way. Call Connector securely accesses both systems to monitor communications and create records automatically - no complex configuration required.
Once connected, Call Connector captures every communication in real-time. When a call occurs, it matches the phone number to existing Contacts in Clio Manage. Each call is logged as both a Communication record and an Activity, providing visibility in multiple places within your system. The default billable status is non-billable, but you can configure this in the Call Connector dashboard Options tab. If the Contact has exactly one active Matter, all records automatically link to it. On paid plans, AI legal transcriptions and recording links are embedded directly in the Communication body for instant access.
Read full technical documentation
→What's Included
Automatic Call Logging
AI Transcription
Recording Storage
Matter Association
SMS Logging
Fax Logging
Legal Transcription
Quick Setup
Authentication
OAuth 2.0
Setup Time
10 minutes
Plan Tier
Free+
Status
Available
See It In Action
Calls are logged as Communication records with duration, timestamp, and recording links
Call logged as an Activity.
List of Calls as Activities in Clio Manage
SMS events are logged into Clio as Communications.
Faxes are logged as Documents, in a folder named Call Connector Fax.
Frequently Asked Questions
Works with Your Favorite Communication Platforms
Connect Clio Manage with any of these communication platforms for seamless call logging
