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The daily friction your team shouldn’t have to deal with
These are the problems law firms tell us about before they connect 3CX to Clio.
Key features of the Clio & 3CX integration
Every feature below works with 3CX—desk phones, 3CX Web Client, and the 3CX mobile app.
Automatic call logging
Every inbound and outbound call is automatically logged against the matching Clio contact or matter—timestamp, duration, direction, and outcome. No manual entry. No missed interactions.
Live screen pops on inbound calls
The moment a call arrives, Clio opens the caller's record—showing their matters, notes, and activity. Your team knows who's calling and why before they say a word.
Click-to-call from any Clio record
Dial any client or contact directly from their Clio record with one click. No mis-dials, no copy-pasting—just click and the call connects through 3CX.
Caller identification for unknown numbers
When a call comes in from a number not yet in Clio, your team is alerted. A new contact can be created on the fly—or the number enriched while still on the call.
Call recordings linked to Clio
Recordings are attached to the call log in Clio. Partners and managers can review conversations, resolve disputes, and support your team—all without leaving the practice management system.
Task and follow-up creation
Create follow-up tasks, reminders, or callback notes in Clio directly from a call—so nothing is left to memory and every client commitment is tracked.
Missed call alerts with Clio context
When a call is missed, your team gets an alert that includes the caller's Clio record—so they know immediately who it was and whether a quick callback is needed.
Works across all offices and remote staff
Whether your team is in the office, at home, or on the move, the integration works the same via 3CX web client and mobile app. Screen pops and call logging follow the user, not the desk.
Built for every role in your team
From front-line staff to operations—screen pops, call logging, and click-to-call work the same for everyone.
Front-line staff
See contact and client context the moment the phone rings. Click to call from the contact record. Every call logged automatically—no post-call admin.
Team members who make calls
Instantly see whether an inbound call is from an existing contact, a client, or a new enquiry—and what they’re linked to in Clio. Log calls and follow-ups without leaving the CRM.
Team leaders
Every call, client catch-up, and follow-up is logged against the right record. Missed calls are flagged with full Clio context so nothing slips.
Operations & management
See call activity inside Clio. Track who’s being contacted, review recordings when needed, and measure team performance without chasing spreadsheets.
Trusted by UK Businesses Who Take Security Seriously
Government-backed certification | In-house cyber specialists | Fast turnaround
"Before the integration, our team was spending the first few minutes of every call pulling up the right client or matter in Clio. Now the screen pop shows who's calling before we answer. Call logging is automatic. We've easily saved each fee-earner half an hour a day—and our client and matter data in Clio is finally in sync with our calls."
Operations Director, UK business
STATS
The business case in numbers
Based on typical results reported by firms after connecting 3CX to Clio.
How we set it up — from demo to go-live
We handle the full integration. You don't need an in-house developer or IT team.
1. Discovery Call (30 min)
We review your 3CX setup, your Clio usage (contacts, matters, workflows), and what you want to automate. We confirm compatibility and set a clear timeline.
Integration & Configuration
We connect 3CX to Clio and configure screen pops, call logging fields, click-to-call, contact sync, and any task-creation rules.
Testing Across All Scenarios
We test inbound calls from known contacts, unknown numbers, missed calls, outbound calls, and remote/mobile—verifying every log entry in Clio before sign-off.
Team Training (1 hour)
We walk your team through the new workflow. Most firms are confident within an hour. We provide a quick-reference guide for new starters.
Ongoing Support
Our UK-based team is available after go-live. We monitor 3CX and Clio for updates that could affect the integration and handle them before they become your problem.
What you need to get started
The prerequisites are minimal. We'll confirm everything on the discovery call.
- 3CX phone system (on-premises, cloud, or 3CX StartUP)
- Clio account with API or integration access
- 3CX Web Client or mobile app for click-to-call and screen pops (desk phones also supported)
Not yet on 3CX? We can supply and configure 3CX alongside the Clio integration as a single project
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