Set Up in Minutes, Not Hours
Get your Webex and Clio Grow integration running quickly with our simple 3-step process
Connect Webex
Link your Webex account using OAuth 2.0 to enable call capture from all devices.
Connect Clio Grow
Authenticate your Clio Grow account using OAuth 2.0. Setup takes 10 minutes.
Start Logging Automatically
Every Webex call automatically creates a detailed record in Clio Grow with transcripts, recordings, and smart contact matching.
How Webex and Clio Grow Work Together
Call Connector creates a seamless bridge between Webex and Clio Grow, turning every communication into organized, searchable data.
Automatic Call Logging
When a call ends on Webex, Call Connector immediately gets to work. It looks up the phone number in your Clio Grow contacts and creates a detailed Note with complete metadata: duration, timestamp, direction, and participants.
Recording & Transcripts
Recording a call in Webex? 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.
What's Included
Call Logging
SMS Logging
Recording Storage
AI Transcripts
Matter Association
Legal Transcription
Available on Free+ Plan
This integration requires the Free plan or higher. Both Webex and Clio Grow must have active accounts.
Why Webex + Clio Grow?
The Problem
Every Webex call with clients, opposing counsel, or court staff is potential billable time—but manually logging call details, duration, and notes into Clio Grow 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 Webex call and creates a Note in Clio Grow with complete details: participants, duration, timestamp, and direction. When you record calls in Webex, 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.
The Result
Complete call documentation without the data entry. Your team recovers hours weekly for billable work. Clio Grow becomes your single source of truth for all client communications, with every Webex call automatically preserved for billing and compliance.
Everything Captured Automatically
Complete details from every Webex communication, automatically organized in Clio Grow
Every Webex meeting with external attendees automatically recorded
Meeting duration, timestamp, and participant list captured
AI-powered transcriptions with speaker identification
Full meeting recordings stored in connected cloud storage
Recordings and transcripts logged to destination CRM/practice management system
Manual bot invitation available for ad-hoc meetings
Every inbound and outbound call logged as a Note with duration and timestamp
AI transcriptions embedded directly in Notes (Way Better plan and above)
SMS messages logged as separate Notes
Links to call recordings in Note body for instant playback
Automatic contact matching by phone number
Matter association when contact has a single active matter
See It In Action
Real examples of Webex and Clio Grow working together with Call Connector
Clio Grow: SMS are logged as Notes in Clio Grow
Clio Grow: Fax link stored in the Note body for easy access
Clio Grow: Transcript links, AI summaries and call metadata stored in separate Notes on the Contact timeline
Webex: AI-powered transcripts identify speakers and capture full conversation
Webex: The recall.ai bot appears as a participant in your video meetings
Frequently Asked Questions
Common questions about connecting Webex with Clio Grow
