Unite Zoom Calls with Clio Manage Records
Automatically capture every Zoom 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 Zoom and Clio Manage 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 Manage
Authenticate your Clio Manage account using OAuth 2.0. Setup takes 10 minutes.
Start Logging Automatically
Every Zoom call automatically creates a detailed record in Clio Manage with transcripts, recordings, and smart contact matching.
How Zoom and Clio Manage Work Together
Call Connector creates a seamless bridge between Zoom and Clio Manage, 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 Manage contacts and creates a Communication and Activity 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
Fax 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 Manage must have active accounts.
Why Zoom + Clio Manage?
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 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 Zoom call and creates a Communication and Activity in Clio Manage 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 Manage 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 Manage
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 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 Zoom 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.
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 Manage
Connect to Clio Manage from other communication platforms
Receive call logs from Zoom in other systems
