If you’re an attorney or legal professional looking to streamline workflows, save time and enhance efficiency, the Ooma Office Clio Manage CRM integration gives you advanced telephony capabilities embedded inside the Clio interface. This integration allows you to share information back and forth, making your life easier so you can focus on what’s truly important to your business.
Ooma Office for Clio
Caller-ID Pops powered by Ooma pre-built telephony integration with Clio enables attorneys and staff to access client profiles and proactively manage case details during phone conversations.
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Key Clio Integration Features:
- Click-to-call – Initiate click-to-call within Clio CRM anytime a contact phone number is available.
- Caller-ID pops – Preview information including client name and associated legal information within the Ooma Office desktop application. Use the desktop application, mobile app or IP phone when making or taking client calls.
- Call control – Staff can mute themselves, put the call on hold, record the conversation, add a call participant, transfer the call, or seamlessly flip the call to another device such as a mobile phone.
- Capture every billable interaction – Automated call logs for matched CRM contacts and the ability to quickly document conversations and billable hours within Clio help ensure accurate billing and client interaction history.
- Proactive client engagement – Equip staff with the right insights to anticipate needs, predict next steps and provide timely service to create better outcomes for clients and your law firm.
- Compatibility – Available with the Ooma Pro Plus service plan.
FAQ’s
Benefits include improved efficiency through automated call logging and tracking, enhanced client service with access to comprehensive caller information, better management of client interactions, increased collaboration among legal teams and a unified view of client data.
Visit our legal web page to discover how Ooma Office provides more than 50 business phone features that enable attorneys and legal professionals to communicate easily with each other, as well as clients and business associates. With the Ooma Office mobile app, your team can access their phone system even when they are away from the office.
Success can be measured through metrics such as increased call efficiency, improved client satisfaction scores, reduced call handling times, more accurate billing, higher CRM user adoption rates, and tangible business outcomes like improved client retention or favorable case decisions.
Your Ooma Office account administrator will need to enable CRM integration for your Ooma Office Pro Plus account. Direct them to the Ooma Office for Clio Manage support page for easy-to-follow instructions. Don’t have Ooma Office Pro Plus yet? Existing Ooma Office customers can upgrade in Ooma Office Manager, the online account management portal for administrators. New customers can learn about Ooma Office Pro Plus and its advanced features at www.ooma.com/office/pro-plus/ and sign up when they are ready to get started.