KrispCall x Clio
Clio Integration Overview
Clio Integration for Enhanced KrispCall Call Center Functionality
Clio and KrispCall work together to simplify lead handling, save time, and keep your team in sync
Click-to-Call and SMS
Call Recording and Voicemail
Call Logging
Real-Time Note Sync
Install KrispCall Browser Extension to Enable Click to Call Functionality.
Add the KrispCall browser extension to activate Click-to-Call directly from Clio’s contact or matter views.
Your legal team can place calls in one click without leaving the Clio dashboard, saving time and keeping interactions uninterrupted.

Make Client Calls in few Clicks
KrispCall browser extension lets you activate Click-to-Call functionality directly inside Clio. Just open any client contact or matter and start a call with a single click—no switching tabs, no copy-pasting phone numbers.
The best part? Every call you make through Clio using KrispCall is automatically logged, complete with call details and time stamps. This means your legal team can stay focused on what matters most and drive legal service while keeping records accurate.
Send Messages Instantly
With KrispCall’s Click-to-SMS feature integrated into Clio, you can send text messages to your clients right from your dashboard. Whether it’s a quick appointment reminder, case update, or follow-up message, it only takes a single click.
All sent messages are stored and synced with the client’s profile in Clio, giving you a clear record of interactions. It’s the fastest way to stay in touch, no need to dial or switch to your phone.
Access Call Recordings and Voicemails
With KrispCall integrated into Clio, every phone call can be recorded and stored for future reference. Whether it’s a client update, a case discussion, or an intake call, you can revisit any conversation with just a few clicks.
Voicemails are also saved and organized right where you need them, no more digging through inboxes or separate apps. Every recordings and voicemails are linked with the relevant contact, which makes it easy to track and review important details.
Stay Organized with Contact Sync
Say goodbye to duplicate contacts and manual data entry. KrispCall’s integration with Clio syncs your contact information across both platforms in real-time. When you add or update a contact in Clio, it reflects automatically in KrispCall, which keeps the details updated.
This helps your team find the right contacts faster and reduces the risk of calling the wrong client. It’s a simple yet powerful way to ensure everyone on your team has access to the latest information when they need it most.
Add Context with Call Notes
Jot down quick notes after a client call without ever leaving Clio. With KrispCall’s call note feature, you can note important details, next steps, or case updates during a live call.
These notes can easily be accessed in Clio and help your team stay on the same page, even if someone else picks up the case later. No more relying on memory or scattered sticky notes, just clear, centralized interaction that helps you deliver a more professional and efficient client experience.
Benefits of Integrating Clio with KrispCall
All Interactions in One Place
Faster Case Follow-Ups
Full Context Before Every Interaction
Clear Interaction Insights
Boosting Legal Operations, Client Interaction, and Remote Work
Legal Teams

Client Service Teams

Remote Legal Professionals

Integrate Clio With KrispCall Easily With Our Guide
Log in to KrispCall
Go to your KrispCall account dashboard and head over to the “Settings” section.
Navigate to Integrations
Under App Settings, click on “Integrations” and search for Clio from the available options.
Integrate Clio with KrispCall
Click the “Connect” button below the Clio logo. A pop-up will ask for authorization to link both platforms. Click “Allow” to proceed.
Complete the Integration
After accepting, you’ll see a confirmation message. Clio will now appear in your list of active integrations.
Frequently Asked Questions
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Yes. Once KrispCall is integrated with Clio, you can make calls directly from the Clio interface. With this, you eliminate the need for dialing numbers manually and avoid juggling through different apps.
Yes, KrispCall logs every call, voicemail, and SMS into Clio. With this, your data is updated without the need for manual efforts.
No, you don’t need additional software to use the KrispCall and Clio integration. You just need a KrispCall account and a Clio account, and then everything works seamlessly once integrated.
Absolutely. You can send SMS and receive SMS from the direct interface of Clio after integrating with KrispCall. Every message gets logged to the correct ticket and contact.