Clio

~.UcClient.~ for Clio #

~.UcClient.~ for Clio is an integration between the ~.UcClient.~ Web client and the Clio interface. It provides users with Clio telephony integration features to improve productivity.

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~.UcClient.~ works with the following versions of Clio: Standard, Premium, Suite.

Using the client, users can make telephone calls when idle, and can view the Clio record details for any calls they are on.

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If configured, ~.UcClient.~ can display Clio record fields directly on the call banner before the call is answered, as well as automatically screen popping matching records.

This help document provides a step by step guide to configure the ~.UcClient.~ for Clio application.