Automate call logs in Clio to streamline billings and limit revenue leakage with ion8’s custom RingCentral call pop.
Starting at $35 per month USD
20% off consulting rate for Clio customers Learn More
Key benefits for your firm
Keep your calls focusedGet contextual data about your Contacts for more personalized calls with all information in one place. Whether an outbound or inbound call, the Call Connector pulls that Contact’s information from Clio and displays it directly in the call pop, eliminating manual searches. If an unrecognized caller comes in, their information can be associated with an existing Contact in Clio directly from the call pop.
Automatically track billable timeDiligent time tracking is hard, especially as your firm grows and gets busier. The Call Connector automatically logs calls to both the Contact and Matter in Clio’s Communications section, allowing you to add notes directly in the call pop for context and future reference.
Customize visible fieldsStay focused on the things that matter by decluttering your call screen. The Call Connector is customizable to either expand or limit the number of fields visible in the call pop to allow you to handle calls effectively and efficiently.
How Call Connector works with Clio
ion8’s Call Connector is a custom-built web app that integrates RingCentral with Clio, by making contextual information available while making client calls. Once installed and configured, the call pop becomes a part of the RingCentral app. View Contact details, Matters, call history, and notes associated with each call directly from Clio in RingCentral. Any edits made within the call pop in RingCentral are automatically synced and saved in Clio.
Ready to improve your workflow with Call Connector and Clio Get Started
Browse by category
Getting set up
To get set up, click here.
Security and privacy
We are committed to protecting your privacy.
Email [email protected] for support.