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Clio

Capture more billable hours and improve your client’s experience with GoTo Connect's Clio integration.
Overview How To Install
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Integration Category

  • Sales and Marketing

Used With:

Overview

Tracking billable hours is incredibly difficult and inconsistent, but it doesn’t have to be. With GoTo Connect + Clio, firms remove the time-sucking tasks pulling them away from growing their business while ensuring interactions are documented and billed accurately. GoTo Connect’s Clio integration also makes it simpler to know who is calling and provides additional detail to enrich your conversation.

  • Automated Call Tracking – Attribute a recent or past call to an activity and have the billed hours automatically calculated and recorded in Clio.
  • Sync Matters in Clio – Create matters or attribute matters to a call in GoTo Connect and have them instantly synced to Clio.
  • Screen Pops – When your clients call, GoTo Connect automatically searches for a matching number in Clio then identifies the client to the employee. Is the number not associated with an account? No problem. Agents can quickly add the contact to Clio right from GoTo Connect.
  • Last notes – GoTo Connect automatically displays the last notes from the client’s account giving you the ability to pick up right where you left off.
  • Assign Activity Categories – Assign matters in GoTo Connect to a specific activity category. Filter any specific activity categories as well and then export for invoicing.

How To Install

Integrate your phone system with Clio. Each time you make or receive calls, GoTo Connect notifies you of any customers that match the caller ID with a link to open their account in Clio. You will have options to see recent communications, add a contact, create a billable activity, associate communications and activities with a matter, or add notes.

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· Download and install GoTo Connect Embedded Integrations for your operating system:

Download for Mac

Download for Windows

· Open and log in to GoTo Connect Embedded Integrations with your GoTo Connect credentials.

· Click the gear in the left sidebar and then choose your Line.

· Click Configure to launch the Integrations Dashboard.

· In the new window, click Link Accounts.

· Enter your Clio Email and Password and then click Sign in.

Note: For screen pop to work with Clio, the phone number must be formatted specifically without any symbols (i.e., 1234567890).

When you initiate a call from the app, it first sends the call to your desk phone or GoTo Connect, waits for you to pick it up, and then finally completes the call to the outbound number.