# Clio
> Help law firms connect with clients from a single platform using Clio Manage

Canonical page: https://ecosystem.dialpad.com/partners/clio
Marketplace: Our Partnership Programs | Dialpad
Last updated: 2026-09-15
Logo: https://assets.partnerfleet.app/fcvaua8d9sheev242gcm4kmhcbvl

## At a glance
- Explore: [Legal Software](https://ecosystem.dialpad.com/t/explore/legal-software)
- Partner Type: [Integration](https://ecosystem.dialpad.com/t/partner-type/integration)
- Products: Dialpad Connect

## Call to actions
- **Contact Us** — submit the contact form on https://ecosystem.dialpad.com/partners/clio
- [Get it now](https://www.clio.com/app-directory/dialpad-talk/)

## Overview
Clio Manage is the cloud-based legal practice management software that helps you easily run your firm, organize cases, and collaborate with clients. Having a natively integrated business phone system means firms keep all their interactions in a single place without having to waste time manually entering data.

### Key Features:

**Click to Call**

- Click on a client number inside of Clio Manage to automatically launch Dialpad Everywhere—the always on top call widget that includes:
  - Call controls
  - Real-time transcription (powered by Dialpad AI)
  - Shared contact details with other platforms (Salesforce, Google Workspace, Microsoft 365)

**Call Logging**

- Automatically log calls back to the client's profile including the individual who placed or received the call, the contact called, the timestamp and duration, and the call direction
- If a single matter is tied to the contact, Clio will automatically include that as part of the phone log

**Automatic Call Transcriptions**

- Never second guess what was said during a call with Dialpad AI powered transcriptions that are automatically surfaced during your call as well as available post-call within the Dialpad platform.
- Post call summaries include:
  - Contact details like name or number
  - Call details including direction, timestamp, or length
  - Full transcription & audio recording (if turned on)
  - Ability to download or share with specific individuals

**Unlimited Audio Recordings**

- Firms can turn on recordings across all their team's calls without running up against a storage cap
- Recordings are surfaced post-call within your summaries as well as saved in your Dialpad platform. Like transcriptions, recordings can always be downloaded by the user who handled the call.

### Availability

- The Clio integration is available for Dialpad Connect Pro and Enterprise plan types. You can learn more about other supported features of those plans by visiting our [pricing page](http://www.dialpad.com/pricing/).
- The Dialpad integration is available for Clio Manage customers on Essentials, Advanced, and Complete plan types. Clio offers a [7-day free trial](https://www.clio.com/signup/?utm_source=dialpad&utm_medium=web&utm_campaign=dialpad-signup&referral_code=DEV-DIALPAD).

### **How Dialpad Integrates with this App:**

The Clio integration is available as a CTI in the Clio environment.

## How to Setup
To set up Dialpad in Clio Manage, go to Clio Manage and open **Personal Settings**\> **Apps** \> **VoIP** \> **Dialpad** \>**Connect**. Enter your Dialpad account credentials to sync both services.