WysywigTabs

Seamless Integration with Clio Manage & Grow

Call Connector connects Dialpad with both Clio Manage and Clio Grow, enabling full synchronization of call activity into your legal practice management system. You can add the integration directly via Clio’s App Directory or through the ion8 Connect dashboard. Once connected, all inbound and outbound calls are automatically logged in Clio.

Automatic Call Logging & Matter Association

Every call you make or receive via Dialpad is automatically logged in Clio under the right contact.

Recording & Transcription Features

AI-generated transcripts and summaries are automatically added to the activity entry and no manual entry is needed. Call recordings are stored in your preferred storage system and the links are added to the call log in Clio.

Device-Agnostic Logging

Whether you’re using the Dialpad desktop app, mobile app, web interface, or initiating calls from inside Clio, they’re all captured, ensuring consistent logging across devices.

Licensing Flexibility & Plans

Call Connector supports a mixed-licensing model:

• Free tier includes automatic call/SMS logging, and matter
  association,

• Way Better plan (\$12/user/month) adds advanced features
  like AI-based call summaries, call transcripts and call recording
  storage.

Why Dialpad + Clio via Call Connector is a Smart Move for Law Firms

• Never lose billing time: All key call data is automatically
  captured and logged.

• AI-powered memory: Transcriptions and summaries eliminate
  manual note-taking.

• Flexibility: Works uniformly across devices and lets lawyers
  focus on client matters with no admin overhead.

• Scalable & cost-effective: Free and premium tiers allow firms
  to tailor licensing to their needs.