Calling built for Clio
VXT's Clio integration allow you to automatically capture time from phone calls, sync your contacts and save file notes about each call.
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Time Tracking Automation
Optimize your billable hours from phone calls by allowing VXT to automatically complete your time entry after each call.
Contact Syncing
Have personalized conversations by accessing the caller's name and information.
Automated File Notes
Be smarter with your time and automate your file notes to be saved against a particular matter.
Automated Time Entries
VXT seamlessly integrates with Clio to automate time entries and file note creation for every call, whether on mobile or desktop. This feature ensures that no billable time goes unrecorded, helping law firms capture more revenue and maintain accurate records. Even non-billable hours are logged, giving you a clear understanding of costs associated with each matter. This automation not only saves time but also enhances compliance and reduces the risk of errors in record-keeping.
Call Recording and Transcription
With VXT, you can effortlessly record and transcribe important phone calls directly within the Clio platform. This feature is invaluable for mitigating risk and resolving client disputes, as it provides a clear, searchable record of conversations. VXT automatically suggests relevant matters to save your transcriptions, making it easy to review and retrieve specific details later. This enhances both efficiency and accuracy in managing client communications.
"VXT just creates a better environment for our clients and a better experience for us. VXT will give us a better track record of calls made. They are very approachable and they certainly like moving quickly! It's been great."
Alistair van Schalkwyk
ASCO Legal
Contact Syncing and Caller Identification
VXT enhances your client interactions by syncing contacts from Clio and displaying caller IDs when you receive calls. This feature allows you to instantly recognize who is calling, providing context before you even pick up the phone. Additionally, with synced contacts available in the VXT app, you can easily search and initiate calls by name, streamlining your communication process. The integration also supports click-to-call functionality directly from Clio, further simplifying your workflow.
Clio is a leading cloud-based legal practice management software designed to streamline the operations of law firms. It offers tools for managing cases, clients, billing, and documents in a centralized platform. Clio is ideal for law firms of all sizes looking to enhance their efficiency, improve client service, and ensure compliance with legal regulations. With its user-friendly interface and robust features, Clio helps legal professionals manage their practice more effectively, freeing up time to focus on what matters most—their clients.
Elevate your legal practice with VXT, the cloud-based VoIP phone system built for Clio users. VXT automates time entries, file note creation, and contact syncing, helping you save time, manage compliance and mitigate risk.
VXT Integration Features with Clio:
- Automated time entries and file note creation for all calls
- Call recording and automatic transcription with matter suggestions
- Contact syncing with caller ID display
- Click-to-call directly from Clio
- Available on both mobile and desktop apps
Overview
Clio is a leading cloud-based legal practice management software designed to streamline the operations of law firms. It offers tools for managing cases, clients, billing, and documents in a centralized platform. Clio is ideal for law firms of all sizes looking to enhance their efficiency, improve client service, and ensure compliance with legal regulations. With its user-friendly interface and robust features, Clio helps legal professionals manage their practice more effectively, freeing up time to focus on what matters most—their clients.
Elevate your legal practice with VXT, the cloud-based VoIP phone system built for Clio users. VXT automates time entries, file note creation, and contact syncing, helping you save time, manage compliance and mitigate risk.
VXT Integration Features with Clio:
- Automated time entries and file note creation for all calls
- Call recording and automatic transcription with matter suggestions
- Contact syncing with caller ID display
- Click-to-call directly from Clio
- Available on both mobile and desktop apps
How Johnstone & Reimer used VXT to improve their call reliability across the firm
Johnstone and Reimer Lawyers significantly enhanced their call reliability and efficiency by adopting VXT. By integrating VXT seamlessly with their practice management system, Actionstep, they streamlined their operations and improved billing accuracy. With VXT's dependable performance and responsive support, the firm has boosted client satisfaction and is well-equipped for future growth.
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Simplify your workflow today
VXT integrates into your workflow. Making life simpler for you, and your clients.
