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Call Connector

Automate call logs in Clio to streamline billings and limit revenue leakage with ion8’s custom RingCentral call pop.
  • CLIO MANAGE
Available in Canada, Europe, the United States
ion8 Call Connector logo
Starting at $35 per month USD
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20% off consulting rate for Clio customers Learn More

Key benefits for your firm

  • Keep your calls focused

    Get 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 time

    Diligent 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 fields

    Stay 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

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