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What do I Need With Vonage to be Able to Connect With Clio?

Objective:

  • Setup Vonage for Clio
  • Integrate Clio with Vonage?
  • Add Vonage to Clio?

Environment:

  • Clio Web App
  • Vonage

Additional Information:

  • To install the Vonage-Clio Chrome extensions;
    1. Click the corresponding link for your Vonage subscription
    2. Click the Add to Chrome button at the top-right of the page
    3. Click the Add extension button in the confirmation window that appears at the top of the page
    4. Login to Clio in the pop-up window that appears on your screen
    5. A new browser window will open;
      • Enter your first and last name as well as your time zone
      • Enter the Confirmation Code provided to you after reaching out to Vonage
      • Accept the "End User Licences Agreement" after reading it over
    6. Click Register

  • To receive the Confirmation Code, please contact Vonage at 1-866-901-0242, Monday - Friday: 8 AM to 12 AM EDT and Saturday - Sunday: 9 AM to 9 PM EDT.

Answer:

In order to connect Clio with Vonage you will either need to have Vonage Essentials for Business or Vonage Premier for Business.

  • Vonage Essentials will utilize the VonageConnect for Clio Chrome extension, found here.
  • Vonage Premier will utilize the gUnify extension for Chrome, found here.

NOTE: Prior to enabling these extensions you will need to reach out to Vonage in order to receive a code which is required to be entered before either extension is fully enabled.

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