Supercharge Your Legal Practice with Unify Office and Clio

Clio has redefined legal practice management, offering law firms cutting-edge solutions to streamline operations and manage cases effortlessly. Now, with the powerful integration of Unify Office, your practice can elevate communication, optimize client interactions, and improve productivity like never before.

Enhance Your Legal Workflows

Picture having all of Unify Office's robust communication tools directly within the Clio platform. Make calls, send SMS messages, and access voicemails without leaving your practice management system. This seamless integration allows your team to manage cases, track tasks, and engage with clients efficiently, ensuring you stay on top of every detail.

Comprehensive Client Insight on Demand

Clio provides an extensive view of case details and client information. Our integration enhances this by displaying caller information through screen pop-ups for both incoming and outgoing calls. This immediate access to a 360° client view ensures your legal team is always prepared to offer informed and personalized service, enhancing trust and client satisfaction.

Effortless Synchronicity

Maintain a seamless flow of information between your Clio and Unify Office systems. Automatically sync call history and communication records, ensuring your practice management system always contains the latest client interaction data. This real-time synchronization enables your legal team to make informed decisions and provides a personalized client experience from consultation to case resolution.

Boost Efficiency with Click-to-Call

Time is of the essence in legal practice, and our click-to-call feature ensures you make the most of it. By simply clicking on phone numbers within Clio, your team can initiate calls instantly, minimizing time spent dialing and maximizing time spent delivering value to your clients.

Always Accessible, Always Communicating

The Unify Office integration works regardless of whether Clio is open. Make and receive calls even when you're not using Clio, ensuring you're always connected and able to handle client inquiries effectively and efficiently, no matter where you are.

Effortless Call Recording

Automatically or manually sync your Unify Office call history, SMS, and voicemail logs to Clio contact and case files. This functionality minimizes data entry efforts for your legal team, allowing them to focus on high-value tasks like meeting client needs and managing cases.

Take Control of Legal Communications

With advanced call control, manage calls from different devices directly through Clio. This adaptability allows your legal practice to maintain professionalism and ensure consistent, effective communication with clients throughout their journey.