Home > Small Business Phone Systems > Integrations > Clio

Ooma Office for Clio

Caller-ID Pops powered by Ooma pre-built telephony integration with Clio enables attorneys and staff to access client profiles and proactively manage case details during phone conversations.

Key Features and Benefits:

  • Click-to-call – Initiate click-to-call within Clio CRM anytime a contact phone number is available.
  • Caller-ID pops – Preview information including client name and associated legal information within the Ooma Office desktop application. Use the desktop application, mobile app or IP phone when making or taking client calls.
  • Call control – Staff can mute themselves, put the call on hold, record the conversation, add a call participant, transfer the call, or seamlessly flip the call to another device such as a mobile phone.
  • Capture every billable interaction – Automated call logs for matched CRM contacts and the ability to quickly document conversations and billable hours within Clio help ensure accurate billing and client interaction history.
  • Proactive client engagement – Equip staff with the right insights to anticipate needs, predict next steps and provide timely service to create better outcomes for clients and your law firm.
  • Compatibility – Available with the Ooma Pro Plus service plan.