How to Connect Your Clio Account to

Updated 2 months ago by Crystal Field

Connect 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. If there are multiple matters associated with one client, the integration will send the information to the first one allowed.

How to connect your account to Clio

To set up this integration, email us at and we’ll send you the authorization link to associate your 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!

If you set up your Clio integration before March 2020, email us at for our upgraded integration which includes adding call notes to matters and logging call durations. We will need to resend your authorization link.

Please note: Each plan includes one free integration. View current pricing.

If you have additional questions or need assistance setting up your account in Clio, please call us at (650) 727-6484 or email us at

How did we do?

Powered by HelpDocs (opens in a new tab)