Set Up in Minutes, Not Hours
Get your Zoom and Clio Grow integration running quickly with our simple 3-step process
Connect Zoom
Link your Zoom 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 Zoom call automatically creates a detailed record in Clio Grow with transcripts, recordings, and smart contact matching.
How Zoom and Clio Grow Work Together
Call Connector creates a seamless bridge between Zoom and Clio Grow, turning every communication into organized, searchable data.
Automatic Call Logging
When a call ends on Zoom, 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 Zoom? 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 Zoom and Clio Grow must have active accounts.
Why Zoom + Clio Grow?
The Problem
Every Zoom 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 Zoom call and creates a Note in Clio Grow with complete details: participants, duration, timestamp, and direction. When you record calls in Zoom, 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 Zoom call automatically preserved for billing and compliance.
Everything Captured Automatically
Complete details from every Zoom communication, automatically organized in Clio Grow
Every Zoom 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 Zoom 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
Zoom: AI-powered transcripts identify speakers and capture full conversation
Zoom: The recall.ai bot appears as a participant in your video meetings
Frequently Asked Questions
Common questions about connecting Zoom with Clio Grow
