Dialpad + Clio Manage
    • 27 Sep 2023
    • 2 Minutes to read
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    Dialpad + Clio Manage

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    Article summary

    Clio Manage is a cloud-based legal practice management software that allows law firms to easily run their operations, organize cases, and collaborate with clients. By integrating with Dialpad, a business phone system, firms can streamline their interactions and avoid manual data entry. To set up Dialpad in Clio Manage, users need to navigate to the VoIP section in Personal Settings and enter their Dialpad account credentials. The integration between Dialpad and Clio offers several capabilities, including the ability to click on a client number in Clio Manage to launch the Dialpad call widget, automatic call logging with details such as timestamp and duration, AI-powered call transcriptions, and unlimited audio recordings. The integration ensures that calls are logged back to Clio regardless of whether they are initiated from Dialpad or Clio directly. Users can also use the Dialpad app while still capturing phone logs in Clio by ensuring that the phone number used in Dialpad matches the contact record in Clio Manage.

    Clio Manage is the cloud-based legal practice management software that helps you easily run your firm, organize cases, and collaborate with clients. Having a natively integrated business phone system means firms keep all their interactions in a single place without having to waste time manually entering data.

    Law firms can use the Clio Manage integration with Dialpad to connect with clients all from a single platform, no matter the device.

    Who Can Use This Feature
    To use the Clio Manage integration, you'll need a Ai Voice license on the Pro or Enterprise plan, as well as a Clio Manage license (at the Boutique or Elite level).
    You must be a Company Admin in Dialpad to set up the integration; if you're a G Suite or Office 365 Admin, please use these instructions in our Help Center to authenticate as a Dialpad Admin.

    Set up Dialpad in Clio Manage

    To set up Dialpad in Clio Manage, first, go to Clio Manage.

    1. Select Personal Settings 
    2. Select Apps
    3. Navigate to VoIP
    4. Select Dialpad
    5. Select Connect
    6. Enter your Dialpad account credentials to sync both services

    You also need to install the Dialpad Extension for Chrome in order to enable click-to-call functionality.

    Now, let's discuss the capabilities unlocked through this integration between Dialpad and Clio.


    Click, call, connect

    Simply click on a client number inside of Clio Manage to automatically launch Dialpad Everywhere — our always-on-top call widget that includes call controls, real-time transcription powered by Dialpad Ai, and shared contact details with other platforms such as Office 365, G Suite, and Salesforce.

    Call logging

    Calls placed with Dialpad from inside Clio will automatically log back to that client's profile including the individual who placed or received the call, the contact called, the timestamp and duration, and the call direction.

    If a single matter is tied to the contact, Clio will automatically include that as part of the phone log. Calling from Dialpad instead? No problem – calls are still logged back to Clio Manage which means users can switch between desk phones, laptops, or cell phones and still capture activities.

    Automatic call transcriptions

    Never second guess what was said during a call with Ai-powered transcriptions that are automatically surfaced during your call as well as available post-call within the Dialpad platform.

    Post-call summaries include:

    • Contact details like name or number
    • Call details including direction, timestamp, or length
    • Full transcription and audio recording (if turned on)
    • Ability to download or share with specific individuals

    Unlimited audio recordings

    With no limits on call recordings, firms can turn on recordings across all their team's calls without running up against a storage cap. Recordings are surfaced post-call within your summaries as well as saved in your Dialpad platform. Like transcriptions, recordings can always be downloaded by the user who handled the call.

    Frequently asked questions 

    What call logging is supported with this integration?

    Call records will automatically be logged back to Clio, regardless of whether the call was initiated from Dialpad or from Clio directly and will include who placed or received the call, the contact called, the timestamp and duration, and the call direction (inbound or outbound). If there is a single matter connected to the contact, that will also be automatically linked to the phone log.

    Do I have to make calls from Clio to capture phone logs?

    Nope! You can use the Dialpad app (desktop or mobile) and have calls still log back to your contacts. Just make sure the phone number you're using in Dialpad matches the contact record inside of Clio Manage.

    Can I turn off transcriptions or recordings?

    Absolutely. You have the flexibility of turning off transcriptions or recordings (or both) on any call, whether inbound or outbound. Interested in learning more about best practices? Check out this guide on transcription & recording notifications.

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