Streamlined CRM Communication
3CX Clio Integration
Optimize your law firm’s workflows with Aatrox’s 3CX Clio integration services.
Get Started with Clio integration
About Clio
Introduction to Clio
Clio is the world’s leading cloud-based legal practice management software, trusted by over 150,000 legal professionals across various practice areas, including family law, immigration, and corporate law. Offering tools for case management, document automation, client intake, and billing, Clio streamlines law firm operations and enhances client experiences. With customizable features, integrations with tools like Xero and Zoom, and 24/5 support, Clio empowers law firms to work efficiently from anywhere, ensuring scalability and compliance.
Why Integrate Clio with 3CX?
Integrating Clio with 3CX, a robust VoIP phone system, transforms how law firms manage client communications. This integration connects your telephony system with Clio’s matter and contact data, providing instant access to client details during calls, improving efficiency, and ensuring compliance with legal workflows.
Increased Productivity:
Automate contact syncing and call logging to reduce administrative tasks.
Enhanced Client Service:
Access matter details instantly for personalized, informed interactions.
Centralized Records:
Store all call and chat data in Clio for accurate case management.
Scalable Solution:
Supports law firms of all sizes, from solo practitioners to large practices.
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How Aatrox Makes It Happen
At Aatrox Communications, we specialize in seamless 3CX Clio integrations tailored for law firms. Our expert team manages the entire process, from setup to testing, ensuring a reliable connection that aligns with your legal workflows. We save you time and reduce complexity, allowing your firm to focus on delivering exceptional client service while we optimize your communication and practice management systems.
Our process includes:
Assessing your firm’s needs and current setup.
Configuring secure API connections between Clio and 3CX.
Testing and fine-tuning for flawless performance.
Providing ongoing support to ensure system reliability.
CRM Features
Features of 3CX Clio Integration
Contact Synchronization:
Automatically sync Clio contacts with 3CX, displaying caller names on your phone for both inbound and outbound calls.
Contact Lookup:
Search Clio contacts by phone number during calls, with the option to add them to 3CX contacts for quick access.
Call Pop:
Generate unique URLs for each Clio contact, allowing your team to instantly access client or matter details in Clio with one click.
Call Journaling:
Automatically log call details into Clio as notes or in a designated section. Supports four call types:
- Answered Inbound: Logs answered incoming calls with timestamps and staff notes.
- Unanswered Inbound: Records missed calls for follow-up actions.
- Answered Outbound: Tracks outbound calls with duration and outcomes.
- Unanswered Outbound: Logs attempted calls for better client management.
Chat Journaling:
Push Facebook, website, SMS, and WhatsApp for Business chats into Clio, centralizing all client interactions.
Click to Call:
Initiate calls directly from Clio using TEL links, streamlining outbound communication.
Call Recording:
Record calls and access them via a secure link for future use, ensuring easy retrieval and review in Clio.
Case Study
Streamlining Operations for a Family Law Firm
A mid-sized family law firm faced challenges with managing client calls and case details, leading to inefficiencies and delayed responses. Aatrox implemented a 3CX Clio integration, enabling real-time contact syncing, call journaling, and chat integration. The result? A 35% reduction in administrative time, a 25% increase in client response speed, and improved case management due to centralized communication records. Our tailored solution allowed the firm to focus on client advocacy while we handled the technical integration.
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Get Started with Aatrox
Ready to transform your law firm with 3CX Clio integration? Contact Aatrox Communications today to see how we can streamline your workflows.
