Matter Association

Free and Way Better licenses.

ion8 Call Connector allows you to automatically associate your calls and SMS with the appropriate Matter in Clio. Users have the option to enable/disable this feature in the ion8 Connect Dashboard.

Clio Manage

• If a single Matter exists, the Communication is automatically associated with the Matter. 

• If more than one Matter exists, the Communication is not associated with a Matter. 

• If a Matter does not exist, the Communication is not associated with a Matter. 

Clio Grow

• If a single Matter exists, the Communication is automatically associated with the Matter. 

• If more than one Matter exists, the Communication is not associated with a Matter.

• If a Matter does not exist, the Communication is not associated with a Matter.