How to Connect Your Clio Account to Smith.ai
Connect Smith.ai to Clio and have all your conversation notes logged in your Clio Manage account. Notes include:
- Call summary
- Contact information (name, email, phone number)
- Call duration/length
Calls are added as communications to open matters (as long as the client only has one matter). If the caller isn't yet a client in your Clio account, we'll add them as a new client and log the call under communication.
How to connect your Smith.ai account to Clio
To set up this integration, email us at firstname.lastname@example.org and we’ll send you the authorization link to associate your Smith.ai and Clio accounts.
Once you click on the link, you’ll see a screen like this. Just click “allow access” to finish the setup. That’s it!
Please note: Each plan includes one free integration. CRM integrations are not available for Essential plans. View current pricing.
If you have additional questions or need assistance setting up your Smith.ai account in Clio, please call us at (650) 727-6484 or email us at email@example.com Monday through Friday between 5am – 6pm PT.