VonageConnect for Clio

Description

Note: You must have a confirmation code to use the features of this extension. Confirmation Codes can be obtained from Vonage Business.

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Features Include:

- Click to Call: Click-to- dial any number appearing in a Google Chrome browser and connect the call through your Vonage Business phone system.

- Automated Call Logging: Automatically log all incoming and outgoing calls to Clio when the caller id or clicked number is matched to a Clio Contact.

- Screen Pop: Take advantage of incoming screen pops with answer, decline and send to voicemail options. You can also view a call in progress screen pop with end call or open call log
window options, as well as missed call screen pop with call back or call back and open call log
window options.

- Call Tagging and Note Taking: Use the feature for easy call tagging and note taking for all inbound/outbound calls, exported to Clio Contact communications. Calls can also be associated to a Matter related to the matching contact.

- Automatic Time Entry: The extension automatically creates time entries based on call duration and the following rate hierarchy: User rate, Activity description if selected, or Matter rate if selected and one is set.

- Quick Add Phone Numbers to Clio: Unrecognized numbers can be added to new or existing contact.

- Administrator Role for Account Wide Features: Admins can enable features account wide: auto open call log window, minimum character limits in call notes, and customizable call noting subject structure.

For more information:
https://businesssupport.vonage.com/articles/Answer/gUnify-Clio-Connector