How do I integrate with Clio?
Integrate your phone system with Clio. Each time you make or receive calls, Jive notifies you of any customers that match the caller ID with a link to open their account in Clio. You will have options to see recent communications, add a contact, create a billable activity, associate communications and activities with a matter, or add notes.
- Download and install Jive Embedded Integrations for your operating system:
- Open and log in to Jive Embedded Integrations with your Jive credentials.
- Click in the left sidebar and then choose your Line.
- Click Configure to launch the Integrations Dashboard.
- In the new window, click Link Accounts.
- Enter your Clio Email and Password and then click Sign in.