Ooma Office for Clio Manage
Key benefits for your firm
50+ Advanced Business Phone CapabilitiesOoma Office is the powerful cloud-based phone system that enables law firms to save money while enjoying crystal clear calling, videoconferencing, texting and more than 50 additional phone capabilities.
Caller-ID Pops for ClioPreview details including client name and associated legal information within the Ooma Office desktop application when taking or making phone calls.
Capture Every Billable InteractionAutomate logging phone interactions with matched CRM contacts; quickly document conversations for accurate billing and client interaction history.
How Ooma Office for Clio Manage works with Clio
Integrates with Clio Manage so attorneys and staff can preview client information when making or taking phone calls.
Caller-ID Pops powered by Ooma pre-built computer telephony integration (CTI) enables attorneys and staff to proactively manage client profiles during phone conversations.
When an attorney connects with a client that has a matching record within the Clio Manage application, a Caller-ID Pop appears on the Ooma desktop app that shows detailed client information. Attorneys can take notes during the call directly in the Ooma Office desktop app. At the end of the call, notes along with call information will be automatically saved in Clio Manage interaction history.
Getting set up
To get set up, click here: Law Office Phone System | Legal Industry VoIP Office Systems | Ooma
Customer Success Story – How Bay Oak Law manages incoming calls using Ooma Office
Security and privacy
Help is available 24×7!
- Web support for help with setup, FAQs and troubleshooting.
- Call us at 1-866-939-6662 (US) or 1-877-948-6662 (Canada).