Calling and SMS for Clio – VXT
Key benefits for your firm
Time Tracking AutomationOptimize your billable hours from phone calls by allowing VXT to automatically complete your time entry after each call.
Contact SyncingHave personalized conversations by accessing the caller's name and information through contact syncing.
Automated File NotesBe smarter with your time and automate your file notes to be saved against a particular matter in Clio.
How Calling and SMS for Clio – VXT works with Clio
Record and transcribe your phone calls
Our call recording and transcription feature makes it easy to record important calls. VXT can automatically transcribe your call recordings, and suggests a relevant matter to save it to, making it easy to review specific parts of the conversation at a later date. Recording your calls can be a great tool to mitigate risk and make resolving client disputes easier.
Capture more time
20% of billable time goes unrecorded. Our integration with Clio automatically captures time entries from every call across mobile and desktop. Time recording is essential even if it’s non-billable (fixed fees or pro bono) so that you can understand the costs. Your staff will love automatic time recording.
Plus, you can even do this on-the-go, using our mobile or desktop applications. Our Clio integration works on both!
Getting set up
If you need detailed instructions on connecting Calling and SMS for Clio – VXT to Clio, you may visit this site.
Contact Calling and SMS for Clio – VXT’s support at https://support.vxt.co.nz