Ooma Office and
Clio Grow Integration

The integration connects Ooma Office Pro Plus, a leading VoIP communications platform, with Clio Grow, a client intake and customer relationship management (CRM) software for law firms designed to help manage the first stage of a client’s journey.

By connecting Clio Grow with Ooma Office you can preview your matching caller’s Clio Grow contact details on incoming and outgoing calls. Your call activity and contacts are synched to and from Clio Grow.

Clio Manage focuses on practice management, encompassing most aspects of running a law firm. Clio Grow is a separate tool designed for managing potential clients, capturing leads, and streamlining the client intake process.

Clio Grow contacts are synchronized within the Clio application if you are subscribed to both. Currently users can import contact data from one of the two CRMs at a time.

Currently Clio Grow provides API connections to a subset of the full feature set available to Clio Manage users. The Clio Grow integration imports contacts and displays matching contact data within the caller ID modal during incoming and outgoing calls and will save call data records to Clio Grow’s contact page. Advanced features such as call recordings, transcriptions and summaries, text messages, note taking and AI analyses are available only with Clio Manage.

No. Your existing data remains intact. The integration enhances workflows by automatically syncing caller-ID pops and call logs — without disrupting or overwriting your Clio Grow database.

Setup is simple. Your Ooma Office Pro Plus administrator logs into Ooma Office Manager, navigates to the Integration page, and selects the Clio Grow option. Once enabled, users can connect directly to their Clio Grow portal from their Ooma Office Pro Plus account.