Connect Client Communications to Your Matters and Billing
Connect your Intermedia Unite phone system with Clio Manage to bring calling, client context, and billing activity together in one place. Enable attorneys and staff to answer calls with the right information, automatically log every interaction, and capture billable time without manual effort. The result: faster intake, cleaner records, and stronger billing discipline for your firm.
Key features:
- Screen Pop with Client Context: When a call comes in, the integration searches Clio by phone number and opens the matching contact when a clear match exists, helping staff respond with immediate context.
- Automatic Call Logging: Every completed call is automatically logged in Clio with direction, duration, participants, and timestamps and no manual entry required.
- Matter-Aware Call Association: When a matched contact has exactly one open matter, the call is automatically linked to the correct matter for better visibility and accuracy.
- Automatic Billable Time Entry: Completed calls generate a billable time entry categorized as a phone call, helping firms capture more billable activity without extra steps.
Benefits:
- Improve Client Experience: Answer calls with context instead of asking clients to repeat information, creating a stronger first impression.
- Reduce Administrative Work: Eliminate manual call logging and follow-up tasks so staff can focus on client service.
- Maintain Cleaner Records: Keep communication history accurate and consistently tied to the right contacts and matters.
- Strengthen Billing Discipline: Capture billable time automatically and reduce revenue loss from untracked calls.
What Law Firms Can Do With Unite + Clio
With Intermedia Unite and Clio Manage, every call becomes part of your firm’s client and billing workflow. Together, they enable teams to:
- Automatically surface client information on incoming calls when a clear match exists.
- Capture inbound and outbound call activity in Clio without manual input.
- Associate calls with the correct matter when appropriate.
- Generate billable time entries from completed calls automatically.
This integration keeps your communications and practice management system aligned—helping your firm respond faster, reduce administrative overhead, and ensure more client interactions are properly documented and billed.