Book a Free Integration Demo
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 Office 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
HOW WE PERFORMED IN 2025
Based on typical results reported by firms after connecting 3CX to Clio.
Client Satisfaction Score
First Contact Resolution
Average Time to Resolution
Experience
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.
Training & handover
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
FAQ
CLIO & 3CX Integration questions
Answers to the questions UK businesses ask us most about CLIO & 3CX Phone System Integration.
Does Clio support phone system integration?
Yes. We connect Clio to your 3CX phone system through a custom integration, so every call links to the right matter or contact. You get real-time contact sync, automatic call logging, screen pops and click-to-call, captured in Clio.
Which phone systems work with Clio?
We specialise in connecting 3CX to Clio, which suits law firms and legal teams that need every client call on record. On a different phone system? Tell us what you run and we'll look at custom options.
Which Clio features does the integration support?
It works with your Clio contacts, matters and activities. We link screen pops, call logging and click-to-call to the records your team uses, so calls are logged against the right matter for billing and notes.
How long does setup take?
Most Clio and 3CX integrations go live within one business day. We configure and test everything, so it never becomes a big IT project for your firm.
Will existing Clio data be affected?
No. The integration only adds new call logs and activity. Your existing Clio contacts, matters, activities and history stay exactly as they are.
Does it work for remote and mobile staff?
Yes. As long as your team uses the 3CX web client or mobile app, screen pops and call logging work the same from home or out of the office. The integration follows the user, not the desk.
What if we change phone systems later?
Your Clio data and call history stay in Clio. If you ever move off 3CX, we'll help you reconnect a new phone system so you keep continuity.
Connect 3CX to Clio
0333 370 7000
Mon-Fri 8am-5pm · 24/7 for managed clients
[email protected]
Response within 1 business day, guaranteed
United Kingdom
UK-based team, since 2012
