Clio

Legal Practice ManagementUD Voice Phone System

Connect your UD Voice phone system with Clio Manage to bring calling, client context, and billing activity together in one place.

Connect your UD Voice phone system with Clio Manage to bring calling, client context, and billing activity together. Attorneys and staff answer calls with the right information, every interaction is logged automatically, and billable time is captured without manual effort, for faster intake, cleaner records, and stronger billing discipline.

Key Features

• Screen Pop with Client Context When a call comes in, the integration searches Clio by phone number and opens the matching contact when a clear match exists.
• Automatic Call Logging Every completed call is automatically logged in Clio with direction, duration, participants, and timestamps, with no manual entry required.
• Matter-Aware Call Association When a matched contact has exactly one open matter, the call is automatically linked to that matter.
• Automatic Billable Time Entry Completed calls generate a billable time entry categorized as a phone call, helping firms capture more billable activity.

Benefits

• Improve Client Experience Answer calls with context instead of asking clients to repeat information.
• Reduce Administrative Work Eliminate manual call logging and follow-up tasks so staff can focus on client service.
• Maintain Cleaner Records Keep communication history accurate and consistently tied to the right contacts and matters.
• Strengthen Billing Discipline Capture billable time automatically and reduce revenue loss from untracked calls.

• What law firms can do with UD Voice + Clio:
• Automatically surface client information on incoming calls when a clear match exists.
• Capture inbound and outbound call activity in Clio without manual input.
• Associate calls with the correct matter when appropriate.
• Generate billable time entries from completed calls automatically.

Our on-shore team handles setup and supports it long after go-live.

How it works