VentureTel | CLIO | Knowledge Base

CLIO
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 ...
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: SMS Message Syncing Inbound and outbound messages are synced to the CLIO communications log based on the sender or ...

CLIO