GoTo for Clio
- CLIO MANAGE
Key benefits for your firm
Work from anywhereWork from anywhere flexibility across desktop, mobile, desktop phones or even Chrome, with unified monitoring and management for IT.
Improved CollaborationPower all communications with a cloud-based platform for phones, virtual meetings, contact center and chat, with flexible options to bundle security, support or web engagement tools.
Powerful IntergrationWorks well with others through deep integrations with Clio and other leading solutions use by Legal Professionals, including Microsoft Teams direct routing.
How GoTo for Clio works with Clio
GoTo for Clio ensures interactions are documented and billed accurately while making it simpler to know who is calling and provide additional, actionable details to enrich conversations. Features include:
Automated Call Tracking – Attribute a recent or past call to an activity and have the billed hours automatically calculated and recorded in Clio.
Sync Matters in Clio – Attribute matters to a call in GoTo for Clio and have them instantly synced to Clio.
Screen Pops – When your clients call, GoTo for Clio automatically searches for a matching number in Clio then identifies the client to the employee. Is the number not associated with an account? No problem. Agents can quickly add the contact to Clio right from GoTo for Clio.
Last notes – GoTo for Clio automatically displays the last notes from the client’s account giving you the ability to pick up right where you left off.
Assign Activity Categories – Assign matters in GoTo for Clio to a specific activity category. Filter any specific activity categories as well and then export for invoicing.
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