Once Clio Phones is set up on your firm's account, you can make and receive calls directly from the Clio mobile app. If you are working from your Web App, learn how to make and receive calls with Clio Phones via the Clio Web App.
Make a call
To make a call via Clio Phones from your mobile phone, start the call from the Clio mobile app.
- Open the Clio mobile app.
- Tap Phone in the bottom navigation.
- Tap the call button, then use the search bar to find a contact and tap their name to place the call. You can also tap Keypad to dial the number directly, or tap a contact name from your Recent calls or Voicemails list.
Receive a call on mobile
Incoming calls ring and display using your phone's native call screen, showing the caller's name if they are a known contact.
- Answer the call as you would any other call on your phone.
- To ensure that Clio Phones logs the call, tap More on the native call screen to switch to Clio's call screen within the mobile app and continue your call uninterrupted.
Important: You can only receive calls while signed in to the Clio mobile app.
Manage a call
While you are on a call, you can see the contact's name, number, call duration, and basic matter details (if the caller's number is saved in Clio and they have a matter).
You can also tap Notes to write notes during the call. Tap Back to call controls to return to the call screen.
You also have access to call controls which allow you to:
- Put the call on hold or resume the call
- Mute or unmute your microphone
- Transfer the call
- Add additional people to the call
Note: When you transfer a call and you enable time entries being automatically created, a new time entry starts for the user to whom the call is transferred.
End a call
When you end a call by tapping the red end call button, the call details page remains open so that you can select the matter that the call relates to, edit your call notes, and—if your setting for creating a time entry is enabled—edit the time entry details.
Learn more about the information that is collected during a call and what you can do during the call to keep your information well-organized.
Review missed calls and voicemail
- Open the Clio mobile app.
- Tap Phone, then tap Recent calls to see your call history, or Voicemails to see voicemails.
- Missed calls appear in red.
- For a voicemail, tap the entry to see an AI-generated summary of the message, play it back, and tap Call back to return the call.