KrispCall x Clio

KrispCall x Clio
Streamline Legal Conversations & Case Management

Connect KrispCall with Clio to manage your calls, SMS, and voicemails directly within your legal practice management system. Keep every client interaction logged, organized, and accessible, without leaving Clio.

KrispCall x Clio Streamline Legal Conversations and Case Management desktop
KrispCall x Clio Streamline Legal Conversations and Case Management mobile

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

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Click-to-Call and SMS

Call or text clients with a single click from Clio’s contact or matter views. All interactions are tracked, logged, and easily accessible, saving time and improving accuracy.
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Call Recording and Voicemail

All incoming and outgoing calls and voicemails are recorded automatically and stored in Clio, making it easy to retrieve past conversations and use them for case follow-ups or legal documentation.
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Call Logging

Control how calls are logged, answered/unanswered, and incoming/outgoing, based on your team’s preferences. Adjust your workflows with easy-to-use toggles in KrispCall settings.
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Real-Time Note Sync

Any notes taken during KrispCall conversations are synced instantly to the relevant contact in Clio. Your records stay accurate without added manual work.

Make Sales Simpler With KrispCall and Clio Integration

Combine powerful telephony features with Clio’s legal tools to streamline client interactions and keep your team focused on what matters most.

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.

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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

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All Interactions in One Place

Track every KrispCall call, voicemail, SMS, and note directly inside Clio, tied to the right client or matter.
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Faster Case Follow-Ups

Instant notifications ensure that your team can act quickly on client needs and case updates.
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Full Context Before Every Interaction

Call logs, recordings, and synced notes give your team the complete picture before reaching out to a client.
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Clear Interaction Insights

Analyze call volume, direction, and performance trends to better understand your legal workflows.

Boosting Legal Operations, Client Interaction, and Remote Work

Client Service Teams

Track call and SMS activity linked to client cases.
Use call data to improve how you communicate with clients.
Keep all client interactions organized and easy to find.
Tag communications by case for better reporting.
Work smoothly with legal teams using shared call info.
Boosting Legal Operations, Client Interaction, and Remote Work2

Integrate Clio With KrispCall Easily With Our Guide

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1
Log in to KrispCall

Go to your KrispCall account dashboard and head over to the “Settings” section.

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Navigate to Integrations

Under App Settings, click on “Integrations” and search for Clio from the available options.

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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.

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Complete the Integration

After accepting, you’ll see a confirmation message. Clio will now appear in your list of active integrations.

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Frequently Asked Questions

Didn’t find the Answer you were looking for? Visit our Help Center or Contact Support

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.

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