- to determine the steps to integrate Clio Manage and Jive
- How Do I use the GoTo Connect Integration with Clio
- Clio Manage
Integrate your phone system with Clio. Each time you make or receive calls, GoTo Connect (Previously Jive Voip) 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 GoTo Connect Integration for Clio for your operating system:
- Open and log in to GoTo Connect Integration for Clio with your GoTo Connect credentials.
- Click the Gear Icon on 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.