Clio Legal CRM Integration with VoIP Telephony

Smarter Legal Communication Starts with Wavetel

By combining Clio CRM integrations with Wavetel’s enterprise-grade VoIP platform, law firms gain complete visibility into every client interaction. Calls are automatically logged, contacts are matched in real time, and relevant case details appear instantly through intelligent screen pops. This eliminates manual admin work while ensuring accurate communication records.

With secure SIP connectivity and a reliable cloud PBX, Wavetel supports modern legal workflows, improves response times, and helps firms maintain compliance. The result is a unified communication experience that enhances productivity, strengthens client relationships, and supports smarter decision-making across your legal practice.

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Key Benefits of Wavetel and Clio Legal Practice Software Integration

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    Improved Client Communication

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    Increased Productivity

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    Compliance & Call Traceability

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    Faster Client Identification

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    Reduced Administrative Overhead

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Improved Client Communication

Respond faster with full caller context, enabling more personalised and professional conversations.

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Increased Productivity

Reduce manual tasks like dialing and call logging so solicitors can focus more on legal work.

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Compliance & Call Traceability

Maintain accurate call records and audit trails to support regulatory and compliance requirements.

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Faster Client Identification

Instant screen pops and caller previews ensure the right client and matter details appear before answering.

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Reduced Administrative Overhead

Automated call logging and contact creation minimise admin work and improve overall operational efficiency.

What is Clio?

Clio is a leading cloud-based legal practice management platform designed for modern law firms. It helps solicitors manage cases, clients, documents, billing, and schedules from a single secure system. Used by thousands of legal professionals worldwide, Clio simplifies daily operations while ensuring data security and regulatory compliance. When combined with Wavetel VoIP, Clio becomes a complete communication and case management solution.

CRM Overview

Smart VoIP Key Features of Clio Cloud Telephony Integration

Wavetel integrates Clio with advanced telephony features that bring call intelligence directly into your CRM.

Clio Crm Integration

Click to Dial through Go Integrator

Place outbound calls directly from Clio with click-to-dial, eliminating manual dialing and accelerating client communication.

Clio Crm Integration

Manual Screen Pop

Manually trigger a screen pop to open the correct Clio contact or matter during a call when additional context is required.

Clio Crm Integration

Auto Screen Pop

Automatically open the matched Clio client or case record the moment an incoming or outgoing call is connected.

Clio Crm Integration

Caller Details Preview

Preview caller name, number, and linked Clio records before answering, helping you prepare for every conversation.

Clio Crm Integration

Automatic Call Activity Logging

Inbound and outbound calls are logged automatically in Clio, ensuring complete, accurate communication records without manual effort.

Clio Crm Integration

Pop Contact in Edit Mode

Open Clio contacts directly in edit mode during calls to update client details instantly and keep records up to date.

Clio Crm Integration

Add Contact

Create new Clio contacts instantly from call information without leaving your VoIP or telephony interface.

Clio Crm Integration

Related Data

Access linked matters, notes, and client history during live calls for more informed and confident discussions.

How Does Wavetel Integrate with Clio Software?

Wavetel makes Clio VoIP integration simple and efficient, allowing law firms to connect calls, contacts, and client interactions directly with Clio legal software. The integration ensures seamless communication while keeping all data centralised inside your CRM.

Connect

1. Enable Clio

  • From the Wavetel dashboard, navigate to the Integrations section.
  • Select Clio CRM integration from the available options and enable the connection to activate Clio voice and telephony features.
Configure

2. Authorise Clio

  • Log in to your Clio account when prompted and grant permission for Wavetel to access CRM data.
  • Once authorised, the Clio VoIP module is activated, confirming a successful CRM VoIP Clio connection.
Start

3. Start Using the Clio VoIP

  • Clio VoIP, phone integration and telephony features activate instantly.
  • VoIP integration with Clio allows calls, voicemails, and client data to sync automatically through the Clio VoIP PBX using secure SIP connectivity.

Get Started with Clio Telephony Integration

With proper Clio VoIP configuration and documentation support from Wavetel, law firms can ensure a smooth Clio VoIP setup that enhances productivity, communication, and CRM efficiency.

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(FAQS)

Frequently Asked Questions About CRM and VoIP Integration

Clio VoIP integration connects Wavetel’s cloud phone system directly with Clio legal software, enabling automatic call logging, screen pops, and real-time access to client and matter records.

VoIP integration with Clio reduces manual tasks by syncing calls, contacts, and voicemails automatically, allowing solicitors to manage communication without leaving Clio CRM.

Yes, Clio VoIP incoming calls trigger automatic screen pops, showing caller details, related contacts, and linked matters instantly for faster response and better context.

Key Clio VoIP features include click-to-dial, automatic call activity logging, caller preview, contact creation, manual and auto screen pops, and CRM synchronisation.

No, Clio VoIP configuration is straightforward with Wavetel. The setup process is guided, and full Clio VoIP documentation is provided to ensure smooth deployment.

Absolutely. Wavetel supports teams of any size, enabling shared call logging, collaboration and access to synced contacts across Bitrix24.

Yes. Wavetel provides real-time call analytics inside Bitrix24CRM, including duration, frequency, outcomes and team performance, helping managers optimize workflows and productivity.

NUMBER SPEAKS

3000 +

Businesses

20000 +

Users

300 M +

Call minutes



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