Clio Manage

Requirements

The user connecting Clio Manage to CallConnector.AI must be a Clio Manage admin user.

To check if you’re an admin, sign into Clio Manage, select "Settings" in the left navigation, and then select "Manage Users". Find your name and email in this list. Your role is in the "Roles" column.

The users page in Clio Manage.

How Events Are Logged

Call

Calls are logged as Communications records. Each call will also be logged as an Activity. The default billable status is non-billable, but this can be configured in the CallConnector.ai, in the Options tab of the CallConnector.ai dashboard.

Call logged as a Communication.

Calls logged as Activities.

Call logged as an Activity.

SMS

SMS events are logged into Clio as Communications. Unlike calls, no Activity record is created for SMS events.

SMS logged as a Communication.

Fax

Faxes are logged as Documents, in a folder named CallConnector.ai Fax.

Fax logged as a Document.

Meeting (Coming Soon)

This is a Call Connector v2 feature (coming soon), and requires the purchase of a Meeting Add-On license.

Meetings are logged as Communications, with an associated Activity - identical to calls, but with a slightly different Communication text body.

Meeting logged as a Communication in Clio Manage.

Cloud Storage (Coming Soon)

This is a Call Connector v2 feature, and is coming soon.

Clio may also be used as a cloud storage provider in the same way as Dropbox and Google Drive. To enable this, the Clio Cloud Storage option must be toggled on (enabled) in Connect, and a Clio Manage account must be connected.

Recordings and transcripts will be stored in a folder structure that matches the other storage systems, in the general format:

ion8 Call Connector › 2025 › 09-Sep › 2025-09-04_call_<call_ID> › call_recording_ts<timestamp>.mp3

Call recording and transcript stored as Documents.

Call Connector | Clio Manage Integration