What is the Clio integration?

CLIO is a legal practice management solution for law firms and attorneys.  The VentureTel integration with CLIO allows the following:

1. SMS Message Syncing
1. Inbound and outbound messages are synced to the CLIO communications log based on the sender or recipients number.  If the number isn't associated with a contact or company in CLIO, those messages are not synced to CLIO.
   
2. When any user connects VentureTel to CLIO, then all inbound messages to VentureTel are synced to CLIO as long as there is a contact or company in CLIO to associate the messages with.  
   
3. Outbound messages are synced to CLIO and the from field in the communications log is matched to the user in VentureTel that sent the message.
   
1. In order for the from field to be associated to the correct user, each user in VentureTel, has to connect CLIO in their account settings.
   
2. If a user has not connected to CLIO in their VentureTel account settings, then when that user sends a message that messages won't be synced to CLIO
   
2. Phone Logs (will be added in the future)
   

If you have a suggestion or idea on how to improve the integration with CLIO, please send your idea to support@venturetel.net

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• Set Up Clio Integration in VentureTel.app

  To setup the Clio integration and sync with Clio follow these steps. 1. Click the "Account Setting" (Gear) icon in the lower left. 2. Go to the Integrations tab, toggle on "Clio", and click "Save". 3. When asked to connect with Clio click "Yes". (if ...

• Where is my data stored?

  Data such as call logs, voicemail messages and text messages may be stored by VentureTel for you access.  We utilize the following providers to provide VentureTel's VoIP and text messaging services to our customers.  All data is stored in US data ...