Seamlessly Connect RingCentral with Clio Manage
Automatically capture every RingCentral call and create detailed records in Clio Manage. Perfect for legal professionals who need accurate call records for billing, compliance, and case management.
Set Up in Minutes, Not Hours
Get your RingCentral and Clio Manage integration running quickly with our simple 3-step process
Connect RingCentral
Link your RingCentral account using JWT to enable call capture from all devices.
Connect Clio Manage
Authenticate your Clio Manage account using OAuth 2.0. Setup takes 10 minutes.
Start Logging Automatically
Every RingCentral call automatically creates a detailed record in Clio Manage with transcripts, recordings, and smart contact matching.
How RingCentral and Clio Manage Work Together
Call Connector creates a seamless bridge between RingCentral and Clio Manage, turning every communication into organized, searchable data.
Automatic Call Logging
When a call or text message ends on RingCentral, Call Connector immediately gets to work. It looks up the phone number in your Clio Manage contacts and creates a Communication and Activity with complete metadata: duration, timestamp, direction, and participants.
Recording & Transcripts
Recording a call in RingCentral? The recording and AI-generated transcript (optimized for legal terminology) are automatically attached. No manual uploads, no copy-paste—everything flows automatically.
Smart Matter Linking
Calls are automatically associated with the relevant matter based on the contact. Everything stays organized without you lifting a finger.
SMS Integration
Text messages from RingCentral become records in Clio Manage too, preserving complete conversation threads alongside your call history.
What's Included
Call Logging
SMS Logging
Fax Logging
Recording Storage
AI Transcripts
Matter Association
Legal Transcription
Available on Free+ Plan
This integration requires the Free plan or higher. Both RingCentral and Clio Manage must have active accounts.
Why RingCentral + Clio Manage?
The Problem
Every RingCentral call with clients, opposing counsel, or court staff is potential billable time—but manually logging call details, duration, and notes into Clio Manage is tedious and error-prone. Attorneys and paralegals lose 30-60 minutes daily on call documentation, and calls without notes mean lost revenue and compliance gaps.
The Solution
Call Connector automatically captures every RingCentral call and creates a Communication and Activity in Clio Manage with complete details: participants, duration, timestamp, and direction. When you record calls in RingCentral, you also get AI-powered transcripts tuned for legal terminology—searchable and ready for review. If the contact has an associated matter, everything links automatically. RingCentral text messages become records too, preserving complete conversation threads.
The Result
Complete call documentation without the data entry. Your team recovers hours weekly for billable work. Clio Manage becomes your single source of truth for all client communications, with every RingCentral call automatically preserved for billing and compliance.
Everything Captured Automatically
Complete details from every RingCentral communication, automatically organized in Clio Manage
Every inbound and outbound call from any RingCentral device or extension
Complete call metadata: duration, participants, timestamps, direction
AI transcriptions with speaker labels (only for manually recorded calls)
Call recordings and playback links (only for manually recorded calls)
AI summaries highlighting key points (only for manually recorded calls of sufficient length)
SMS and MMS messages with full conversation threads
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
See It In Action
Real examples of RingCentral and Clio Manage working together with Call Connector
Clio Manage: Calls are logged as Communication records with duration, timestamp, and recording links
Clio Manage: Call logged as an Activity.
Clio Manage: List of Calls as Activities in Clio Manage
Clio Manage: SMS events are logged into Clio as Communications.
Clio Manage: Faxes are logged as Documents, in a folder named Call Connector Fax.
RingCentral: Sign into RingCentral, and then go to your developer settings to create a JWT for Call Connector.
RingCentral: Reveal the JWT by clicking on “Click to see”. Copy and paste it into the authorization screen in Connect.
RingCentral: Paste your JWT credentials in the Call Connector configuration dashboard to connect RingCentral
RingCentral: Tap the Record button during calls to enable AI transcriptions and summaries
Frequently Asked Questions
Common questions about connecting RingCentral with Clio Manage
Connect to Clio Manage from other communication platforms
Receive call logs from RingCentral in other systems
