Clio Integration
Work Smarter and Serve Clients Faster with the Clio–Wildix Integration
Connect calls, clients, and matter details directly to Clio—giving your firm clearer visibility, stronger communication, and more time to focus on legal work.
See the Integration in Action
Watch how Clio and Wildix work together to transform your customer communications
Intelligent Call Tools Designed for Modern Law Firms
Five powerful features that improve efficiency, accuracy, and client communication
Screen-Pop
Instantly display the correct Clio matter, contact, or communication record when a client calls—giving your team immediate case context for more efficient, personalised conversations.
Recent Matters in Screen-Pop
Automatically surface active matters, recent activity, and billing notes so staff can respond with full context—before the call is even answered.
Click-to-Call
Call clients and leads directly from Clio with a single click, reducing manual dialling errors and speeding up follow-ups, intake processes, and case-related outreach.
Transfer and Forward
Seamlessly route calls to the right solicitor, paralegal, or department while preserving context—ensuring smooth handovers and a polished client experience.
Call Logging
Automatically record call duration, timestamps, outcomes, and call recordings in Clio—keeping your matter records complete, billing-ready, and compliant.
Ready to Transform Your CRM Experience?
Join hundreds of users already benefiting from seamless CRM-integration