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Clio Integration

Tags: integrations

Sep 19, 2019 at 6:12pm • 3 replies • 0 likes

Sally Bergman

Clio is one of the most popular cloud case management systems for attorneys. Vonage, Nextiva, Smith ai and jive (and the list is growing) all have integrations that will log calls, messages and time entries into Clio. Why none from RC? RC customers will be leaving if RC can't adopt this much-needed integration.

3 Answers

Mitchell Miller answered on Jul 7, 2020 at 7:46am

Another law firm here requesting RC integration with Clio platforms. I'd definitely be willing to pay for an integration that helps me accurately capture billable time and CYA correspondence. Please help!

Anirban answered on Nov 3, 2019 at 10:52am

Well I can find an Idea suggestion in this forum :

https://forums.developers.ringcentral.com/idea/1475/clio.html

Maybe, it will be in the list next

Anirban answered on Sep 21, 2019 at 1:34am

As per this link:

https://support.clio.com/hc/en-us/articles/360000335834-Does-Clio-Integrate-with-RingCentral-

"Clio does not currently integrate with RingCentral. You can, however, connect the two programs using Zapier "

So you cannot integrate it directly and can use other tools like zapier to do so.

By the way, you can also create this idea post here among the developer so that they can take this idea

Anirban answered on Sep 20, 2019 at 12:02pm

Did you check this:

https://zapier.com/app-directory/clio/integrations/ringcentral

As per this link:

https://support.clio.com/hc/en-us/articles/360000335834-Does-Clio-Integrate-with-RingCentral-

"Clio does not currently integrate with RingCentral. You can, however, connect the two programs using Zapier "

"Another option is to download the RingCentral Chrome extension "

Other option can be PieSync :

https://www.piesync.com/clio/ringcentral/

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