Clio Manage is a popular cloud practice management platform for UK and international law firms. Here's how we connect it to Wildix telephony so your phone system and your matters work as one.
Clio gives you a clean, cloud-based view of your contacts, matters, documents, time and billing. But if your phone system sits outside it, fee-earners still dial numbers by hand, answer calls without knowing who's on the line, and write up call notes after the fact — if at all. That's leaked billable time and a thin audit trail when you need to evidence a client conversation.
Connecting Wildix telephony to Clio fixes that. Wildix is a complete cloud unified-communications platform, and it integrates with Clio through its integration framework, bringing click-to-dial, inbound screen pop and call logging to the matters and contacts your team already works in.
Phone numbers held against a Clio contact or matter become clickable. Fee-earners click to call straight from the record, eliminating misdials and the small-but-constant friction of copying numbers into a handset. For high-volume teams, the time saved is significant.
When a known client rings, Wildix looks up the number and surfaces the matching Clio contact or matter, so whoever answers immediately sees who's calling and the context behind it. Calls are answered more professionally and routed to the right person faster.
Calls can be logged as activity against the relevant Clio matter, capturing who spoke, when, and for how long. Paired with Wildix's native recording, that becomes a reliable record attached to the file rather than a note someone meant to write later.
Wildix records calls natively, stores them encrypted, and lets you retain and retrieve them by user, extension, team or matter. For a regulated law firm that delivers real value:
Because Wildix is entirely internet-based and runs on desktop, mobile and softphone, there are no copper lines to maintain. With the 2027 PSTN switch-off approaching, a Clio firm moving to Wildix solves both the integration and the line-replacement question in a single project.
We're independent of Clio and every other platform, so our only goal is making your telephony and case management work together cleanly. We map how your firm uses Clio, configure the Wildix integration around your contacts, matters and custom fields, set recording and retention to match your compliance position, and train your people so the integration actually gets used. We've supported law firms across Hertfordshire, Essex, Cambridgeshire and London since 1996.
This guide is part of our wider work on IT, cybersecurity and AI for UK law firms — head there for the full picture.
Wildix connects to Clio through its integration framework, supporting click-to-dial, inbound screen pop and call logging. Numbers stored against Clio contacts and matters become clickable, and inbound calls can trigger a lookup that surfaces the matching contact or matter. We configure the integration around how your firm uses Clio, including custom fields and matter naming.
Yes. Wildix records calls natively and encrypts them, and where call logging is configured, call activity and recordings can be associated with the relevant Clio matter or contact. That gives fee-earners a defensible, matter-linked record of client conversations for billing, supervision and complaint handling.
Very much so. Clio is cloud-native and so is Wildix, which runs in the browser and on desktop and mobile apps. Click-to-dial and screen pop work wherever a fee-earner is logged in, so hybrid and remote teams get the same integrated experience as people in the office.
No. Wildix is fully internet-based, so there are no copper, analogue or ISDN lines to maintain. This also future-proofs you against the 2027 PSTN switch-off while delivering the Clio integration at the same time.
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