CallConnector.ai by ion8
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Key benefits for your firm
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Automatic Call and SMS Logging
Call Connector automatically captures inbound and outbound audio and video calls, SMS conversations, and logs them directly into the appropriate Clio matter. No more manual entry, missed records, or lost billable time. Every interaction is tracked accurately and consistently inside Clio. -
AI-Powered, Legal-Tuned Transcriptions
Call Connector automatically generates clear, accurate transcripts of calls and meetings. Every conversation is fully documented and easily searchable, so important details are never lost and can be found instantly when you need them. -
Secure Cloud Storage for Call Recordings
All call recordings can be securely stored and easily accessible through your Clio storage, or your integrated cloud storage (Google Drive, Dropbox), while remaining connected to your Clio matters. Your data doesn't leave your ecosystem
How CallConnector.ai by ion8 works with Clio
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Automatically captures every client interaction and logs it into Clio
CallConnector.ai seamlessly connects your VoIP, SMS, and video communication systems with Clio. Every client inbound and outbound call, text message, fax and meeting is automatically captured without manual effort. Once captured, CallConnector.ai intelligently matches each interaction to the correct client and matter in Clio. Calls and SMS conversations are stored as Communications, and details are neatly organized where your legal team already works, creating a complete, reliable communication history.
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Stores transcripts, and recordings in Clio
AI-powered, legal-tuned transcriptions make every conversation searchable and easy to reference, while call recordings are securely stored in your preferred cloud storage. This gives firms better visibility, improves documentation accuracy, and maintains a strong audit trail for compliance and billing.
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Helpful resources
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Getting set up
If you need detailed instructions on connecting CallConnector.ai by ion8 to Clio, you may visit this site.
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Security and privacy policy
We are committed to protecting your privacy.
View CallConnector.ai by ion8’s privacy policy, terms of service and security policy. -
Additional support
Contact CallConnector.ai by ion8’s support at [email protected].