Ooma Office for Clio Manage Integration for Clio

Key benefits for your firm

50+ Advanced Business Phone Capabilities
Ooma Office is the powerful cloud-based phone system that enables law firms to save money while enjoying crystal clear calling, videoconferencing, texting and more than 50 additional phone capabilities.
Caller-ID Pops for Clio
Preview details including client name and associated legal information within the Ooma Office desktop application when taking or making phone calls.
Capture Every Billable Interaction
Automate logging phone interactions with matched CRM contacts; quickly document conversations for accurate billing and client interaction history.

Integrates with Clio Manage so attorneys and staff can preview client information when making or taking phone calls.

Caller-ID Pops powered by Ooma pre-built computer telephony integration (CTI) enables attorneys and staff to proactively manage client profiles during phone conversations.

When an attorney connects with a client that has a matching record within the Clio Manage application, a Caller-ID Pop appears on the Ooma desktop app that shows detailed client information. Attorneys can take notes during the call directly in the Ooma Office desktop app. At the end of the call, notes along with call information will be automatically saved in Clio Manage interaction history.