Articles on: Integration

How to Integrate Your Clio Account with KrispCall

Clio is a leading legal CRM that supports everything from billing and document automation to client intake and case management. KrispCall is an advanced cloud-based phone system. By integrating the two, your team can centralize client conversations, reduce manual work, and boost overall work efficiency.


This step-by-step guide will walk you through connecting your Clio account with KrispCall and show you how to manage settings after the integration is complete.


Benefits of Integrating Clio with KrispCall


1. Centralized Interactions History

With Clio and KrispCall integrated, you can manage calls, SMS, voicemails, and recordings directly from your Clio dashboard. This creates a unified workspace where client information is always accessible without the need to switch tools.


It helps attorneys respond faster, saves time during case preparation, and keeps teams aligned with a complete view of interaction history.


2. Smarter Interaction Management with Auto-Sync

All call notes, recordings, and SMS logs are automatically synced to the right client profile in Clio. Whether calls are answered, missed, or sent to voicemail, they’re recorded and stored securely.


With this, you eliminate manual entry and do not worry about any loss of crucial data. Teams get instant access to context, helping them move cases forward efficiently.


3. Accurate Contact Syncing from the Start

You can begin your integration by enabling one-way or two-way contact syncing. KrispCall users created during calls will automatically sync to Clio. This reduces duplication, prevents errors, and keeps both platforms updated.


Bulk syncing via CSV uploads is also supported, ensuring older contact lists can be brought into the system with ease.


4. Call & Message Logging

Clio integration includes flexible workflow settings. Admins can define what kinds of calls or messages get logged—such as answered calls and SMS.


These settings can be customized per user or account, giving legal teams control over what data is stored and how it’s used. This helps with compliance and keeps logs relevant.


5. Access Voicemails and Call Recordings

Once you integrate KrispCall and Clio, all voicemails and call recordings can be accessed in Clio. They link to the right interactions without any manual effort.


This makes it easy for legal teams to review conversations, gather case details, and follow up with full context. Everything is stored in one place and ready when you need it.


How to Integrate Your Clio Account With KrispCall

Step 1: Log in to the KrispCall account and go to Settings.


Step 2: In the settings section, Integrations can be seen under APP SETTINGS, click on Integrations.

Step 3: After clicking on integrations, different automation tools and CRMs can be found, which you can integrate with KrispCall. To integrate Clio from KrispCall, search for Clio and click on the connect button below Clio..

Step 4: After clicking on the connect button, a pop-up window will appear asking for your permission to access certain information. Click accept or reject based on your needs. 

Manage member Integration settings by the admin/owner


  1. Ensure members have integrated Clio accounts.

  1. The admin/owner can view member integrations and make changes to members' account settings.

  1. Members cannot view admin/owner integrations.
  2. Member's settings changes don’t affect Admin/Owner’s settings.
  3. Admin/Owner setting changes don’t affect members' settings.

Integration Settings 

After the successful integration of Clio, users can enable or disable different settings. 


  1. In the first step, users can either edit or delete the integration.
  2. To delete the active integration, click on the 3 dots and choose the delete option.


  1. A pop-up window appears where you need to click the delete button. 


  1. Now, the integration status updated successfully message appears after the deletion is successful. 


5. To edit the integration, click on the three dots and choose the edit option. 


  1. The edit option provides different settings options where users can make changes according to their requirements.


General Settings


General settings is the first setting option where three additional settings options are available. All the toggle buttons on the general settings will be on by default.


  • Create new contacts for calls: This button helps in one-way contact sync if the toggle is on, i.e., the contact created in KrispCall gets synced to Clio. If the toggle is off, then the contacts won’t be synced.


  • Contacts 2-way sync: This button helps in 2-way contact sync if the toggle is on, i.e., the contacts created in Clio get synced to KrispCall. If the toggle is off, then the contact won’t be synced. This button also helps in initial sync, i.e., if there are previous contacts either in KrispCall or  PCRecruiter, then by toggling this button, the contacts get synced to both sides.


  • Notes logging: This option helps to sync notes to Clio, which are created/edited/deleted from the conversation box or during the call. Toggling off this button won’t sync notes to Clio.

Workflow Settings


The workflow setting is present right after the general settings. All the options under workflow settings are set to Tickets at first. Users can click on the settings and change them as per their requirements.


  1. Log incoming answered calls as Calls(Engagements)/Disabled: By enabling the setting as Calls(Engagements), the incoming answered calls will be synced to communication logs at  Clio. By enabling the setting as Disabled, the incoming answered calls will not be synced to Clio.


  1. Log incoming unanswered calls as Calls(Engagements)/Disabled: By enabling the setting as Calls(Engagements), the incoming unanswered calls will be synced to communications logs at Clio. By enabling the setting as Disabled, the incoming unanswered calls will not be synced to Clio.


  1. Log outgoing answered calls as Calls(Engagements)/Disabled: By enabling the setting as Calls(Engagements), the outgoing answered calls will be synced to communication logs at Clio. By enabling the setting as Disabled, the outgoing answered calls will not be synced to  Clio.


  1. Log outgoing unanswered calls as Calls(Engagements)/Disabled: By enabling the setting as Calls(Engagements), the outgoing unanswered calls will be synced to communication logs at Clio. By enabling the setting as Disabled, the outgoing unanswered calls will not be synced to Clio.


  1. Log voicemail as Calls(Engagements)/Disabled: By enabling the settings as Calls(Engagements), the voicemail log will be synced to communication logs at Clio. By enabling the setting as Disabled, the voicemail log will not be synced to Clio.


  1. Log incoming SMS as Notes//Disabled: Enabling the setting as Notes will sync the incoming SMS to the communication logs in Clio. However, it will not sync if the setting is disabled.     


  1. Log outgoing SMS as Notes/Disabled: Enabling the setting as Activities will sync the outgoing SMS to communication logs at Clio.. However, it will not sync if the setting is disabled.   

Connected Numbers


The connected numbers setting is present after the workflow settings. Two options are available under connected numbers settings. 


  1. Log phone calls for these phone numbers: In this option, the list of numbers available in the channel will be selected by default at the time of integration. 


  1. Log SMS  for these phone numbers:  In this option, the list of numbers available in the channel will be selected by default at the time of integration. This setting is used to ensure the log of SMS for the selected numbers is synced at Clio..


If the user purchases the number after integration, then they need to add the number manually to connected numbers.


Note: If there are no selected numbers, then the call logs/SMS will not be synced in Clio.

Updated on: 06/08/2025

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