You may have been using workarounds or stuck manually logging conversations into Clio. Quo now has a native integration with Clio Manage so you can so you can more effectively communicate and manage cases.
Here’s how Quo’s Clio integration works:
📱Automatically log all phone communication
Give your firm one single source of truth for all communication with potential and existing clients. Every call and text logs back to Clio with an AI summary if you have call transcripts enabled, next steps, and a link to the conversation in Quo.
⚙️Stay in sync
Contacts sync from Clio into Quo automatically, so your team can always tell when an existing contact in Clio calls or sends a message.
👆Click to call
Click to call a contact using your Quo phone number inside Clio to save time every day.
Connect Quo to Clio
Quo workspace owners or admins can set up the Quo Clio Manage integration now in minutes.
