Clio phone integration for law firms

Bring your law firm’s calls, texts, and follow-up into Clio

RingFree connects your business phone system with Clio, helping your team recognize callers, capture communications, record time, and create follow-up without manually rebuilding the history of every conversation.

For law firms using or evaluating Clio Manage. Especially well suited to firms with 20 or more phone users, with no minimum firm size. RingFree Business service is required for each user enabled for the Clio integration. Month to month, with no long-term contract.

Clio contact search showing a phone number matched to Jordan Lee at Riverside Legal
Call Pop opens the matching Clio contact in seconds.
Listed in the Clio App Directory Integrates with Clio Built for growing law firms with multi-user communication workflows

When phones sit outside Clio, the firm pays in admin time

A missed match is not a software curiosity. It is a receptionist asking who is calling, a time entry that never gets written, and a follow-up that lives in someone’s head.

  • Staff identify callers by memory or a second lookup.
  • Calls and texts are not consistently documented on the contact or matter.
  • Time spent on the phone can go unrecorded.
  • Follow-up tasks are missed after the conversation ends.
  • Attorneys reconstruct what was said instead of opening the record.
  • Useful detail stays trapped in the phone system.
  • Self-service connectors leave configuration and troubleshooting with the firm.

How the workflow works

RingFree is the business phone system. The Clio Manage integration is an optional add-on you can enable for selected users. It does not have to be purchased for every phone user.

Before and during a call

RingFree matches the incoming number against contacts in Clio. If the RingFree Communicator desktop app is open and a match is found, Call Pop opens that Clio contact in a browser tab. The call can still be answered on a desk phone. The desktop app only needs to be open for Call Pop.

Matching

When a phone number matches a contact with one matter, RingFree files the communication to that matter. If the contact has multiple matters, RingFree keeps it at the contact level rather than guessing. If there’s no match, you choose what happens: send it to a designated contact, create a new contact, or take no action.

After the call

Within seconds, RingFree can send a call log, summary, full transcript, a time entry when a matter can be identified, and AI-detected follow-up tasks.

Clio phone log with a call summary and billable time entry for a synthetic matter
The call summary and time entry appear in Clio within seconds.

Text messages

Incoming and outgoing SMS associated with a phone number in Clio can sync using the same contact and matter rules.

Clio communications history showing a synchronized SMS and phone call on a synthetic matter
Calls and texts stay together in the Clio communications history.

Voicemail

Voicemails can attach to the matching Clio record using the same contact and matter logic.

AI phone agents

Transcripts and relevant events from RingFree PBX AI agents can be sent to Clio.

Contact sync

Contacts synchronize from Clio into the RingFree phone system.

Product walkthrough

Watch how RingFree connects calls and texts with Clio.

What the connected experience covers

Caller recognition

Match known Clio contacts so staff spend less time asking who is on the line.

Call logging

Write the communication into Clio instead of rebuilding it from notes.

SMS in the matter file

Keep texts with the same matching rules as calls, on the Business plan.

Time and follow-up

Create time entries when a matter can be identified, plus suggested follow-up tasks.

Clio new task form assigning a follow-up task to a team member on a synthetic matter
Tasks discussed on a call can be created and assigned on the matter.

Optional recordings

Store recordings in Clio only when the firm turns that option on.

Selected-user licensing

Enable the add-on for the people who need it, not every extension on the floor.

Book a Demo

The integration is only useful if your team can rely on it

RingFree handles initial setup and configuration, supports both the phone service and the Clio integration, and stays on the account when routing or process changes. You get one support relationship, not a login and a community thread. Feature requests are welcome. Service is month to month.

A free connector can still cost your firm time when your staff must configure, troubleshoot, and support it themselves.

Simple pricing for your phone service and Clio integration

Basic and Business rates are based on your firm’s total number of phone users. The Clio integration is charged only for selected Business users.

RingFree Basic

$17.99–$24.99 per phone user/month

Desk-phone service for users who do not need mobile or desktop apps, SMS, or the Clio integration.

RingFree Business

$26.99–$34.99 per phone user/month

Includes RingFree’s mobile and desktop apps and SMS. Business is required for users who receive the Clio integration.

Clio integration

+$10 per enabled Business user/month

Add the integration only for the selected Business users who need it. It does not have to be enabled for every phone user.

Month to month. No long-term contract. Number porting is included. Setup and configuration are handled by RingFree.

What law firms say about RingFree

Law firms rely on RingFree for dependable phone service, responsive support, and communication systems that grow with their teams.

Cartner & Fisichella Law Firm

“Since switching to Ringfree, our office telephone service has been streamlined tremendously. Managing calls and voicemail is easier, and connecting office phones to our cell phones lets us stay accessible to clients when we are away from the desk. We have been very pleased with Ringfree and would gladly recommend them to any business looking for a reliable, user-friendly telephone service.”

Pam Powers
Administrator
Cartner & Fisichella Law Firm PLLC

Sneed & Stearns, P.A.

“We employed VOIP phones in 2022 and Ringfree has been with us on a journey of growth ever since. They have helped us keep our phone system growing with us, making it easy to bring in new staff, whether they work here in the office or from home. The service and support has been impeccable!”

Anna V. Stearns
Attorney at Law
Sneed & Stearns, P.A.

Questions firms ask before a demo

Does RingFree work with my existing phone provider?

No. RingFree is the business phone system. The Clio integration is an add-on to RingFree Business service, not a connector for a third-party VoIP provider.

Does every phone user need the Clio integration?

No. Enable it for selected users. Other people can stay on Business service without the add-on.

Which Clio product is supported?

Clio Manage is supported. Clio Grow is not currently supported. Using Clio Grow? Talk to us. RingFree can evaluate and scope Clio Grow support for qualifying firm deployments.

How quickly do records appear in Clio?

Supported call data can appear in Clio within seconds after the communication, subject to matching rules and the options the firm has enabled.

What happens when a contact has multiple matters?

RingFree places the communication at the contact. It does not guess the matter.

What happens when a phone number is not found?

The firm can send those communications to a designated bucket contact, create a new contact from the caller information, or take no action.

Can attorneys still use desk phones?

Yes. Call Pop needs the RingFree Communicator desktop app open. Answering can still happen on a desk phone.

Are recordings automatically stored in Clio?

No. Recording attachment is optional and only happens when the firm enables it.

Is there a long-term contract?

No. Service is month to month.

Can RingFree support custom workflows?

Yes. Tell us how the firm files communications. Standard configuration is included. Larger custom work can be scoped. Feature requests are welcome.

Is there a minimum firm size?

No. RingFree can support firms of different sizes. The operational value is often greatest for growing teams managing higher call volumes, multiple users, and more complex communication workflows.

How does RingFree handle privacy and data questions?

Bring your requirements to the demo. Review RingFree’s privacy policy. This page does not claim HIPAA, SOC 2, or similar certifications.

See It in Action

Pick a time for a 30-minute demo. You will get a confirmation email with the meeting link.

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