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The Ultimate Business Solution
With this integration, you can synchronise your client contacts, call records, and communication history between 3CX and Clio. Say goodbye to manual data entry and duplicate efforts, and hello to increased efficiency and productivity.
Unlocking Seamless Efficiency
Initiate calls directly from Clio with all call details automatically logged within your client's record
Our integration isn’t just about saving time—it’s about enhancing collaboration and improving client experience. By seamlessly linking your communication and client management systems, you’ll foster better teamwork among your staff and deliver exceptional service that sets you apart from the competition.
Getting in touch with our team is easy.
We’re on hand &
ready to help.
One of our experts will contact you as soon as possible.
Getting in touch with our team is easy.
We’re on hand &
ready to help.
One of our experts will contact you as soon as possible.
Scheduling and Payment Features
The Scheduler tool simplifies appointment booking and integrates with Clio’s calendar, reducing no-shows through automated reminders.
Payment tools, including tap-to-pay and electronic billing, enable quick, convenient payment options.
Incoming Call Notification with 3CX
Stay prepared with 3CX’s pop-up notifications displaying caller details. Instantly access full context to personalize interactions and enhance customer engagement.
Seamless Clio Integration with 3CX
The reasons why its time to integrate!
✓ Efficiency & Speed:
Streamline your legal practice with Clio’s automation and case management tools. Save time on administrative tasks such as scheduling, document management, and billing, allowing your team to focus on providing exceptional legal services.
✓ Better Client Management:
Enhance your client relationships with Clio’s centralised client data. Access case details, communication history, and billing information in one place to provide more personalised and responsive service that keeps clients satisfied.
✓ Seamless Data Management:
Keep all case-related information organised and easily accessible with Clio’s comprehensive document management system. Manage files, emails, and notes in one centralised location, ensuring that nothing falls through the cracks.
✓ Improved Team Collaboration:
Collaborate more effectively with Clio’s shared calendars, tasks, and case notes. Ensure that your entire legal team are on the same page, working together on cases, tracking progress, and staying aligned for more efficient case management.
✓ Increased Productivity with Reporting:
Monitor your firm’s performance with Clio’s detailed reports and analytics. Track billable hours, case progress, and financial metrics to optimise your practice’s workflow, ensuring your team’s efforts align with business goals.
✓ Cost-Effective & Scalable:
Clio’s cloud-based solution is cost-effective and scalable, making it perfect for law firms of any size. With flexible pricing options and scalable features, Clio adapts to your firm’s needs, growing with your practice as it expands.
✓ Enhanced Mobility:
With Clio’s mobile app, your team can manage cases, track billable hours, and communicate with clients on the go. Stay connected and productive, even outside the office, ensuring you can provide legal services wherever you are.
✓ Simplified Tech Stack:
Consolidate your practice management tools with Clio. From case management to billing and client communication, Clio integrates seamlessly with your existing systems, simplifying your tech stack and making your practice more efficient.
Case and Matter Management
Centralized storage for all client and case details, including custom data fields tailored to legal needs.
Includes task lists, deadlines, and document management to keep cases organized.
