How to 10x your Law Firm with Nextiva & Clio
In the rapidly evolving legal landscape, efficient client communication and management solutions are pivotal. Thus, integrating industry-standard communication platforms is crucial for legal platforms to streamline operations and enhance client satisfaction.
A recent development in this domain is the integration of Nextiva into Clio’s platform. With this integration in Clio, law firms and legal practitioners can utilize Nextiva’s cutting-edge features to streamline operations and enhance client interactions. In this article, Rich Technology Group is delving into the specifics of Nextiva’s integration with Clio, exploring how it can significantly enhance your law firm’s efficiency.
How to 10x your Law Firm with Nextiva & Clio
What is Clio?
Clio is a cloud-based practice management software for law firms and legal professionals, offering features such as legal practice management, document management, case organization, and client billing. This platform helps law firms to focus more on serving the clients rather than doing all the manual and redundant work.
Although the platform itself is great, it has added the cherry on top to streamline communication operations with the integration of Nextiva on its platform. With Nextiva features in Clio, law firms can improve their workflow and increase their efficiency in the following ways:
Enhanced Productivity

Clio has increased its smart working capability on its platform with Nextiva integration. With Nextiva, comes the core communication features such as Nextiva App for audio and video communication, screen sharing, business SMS, personalized auto-attendants, voicemail-to-email, and call-forwarding. These features can allow law firms to communicate easily and keep track of their client details thus achieving smart working capabilities.
One-touch Click to Dial
Clio’s platform can now be used to call existing clients with just a simple click. With Nextiva’s integration, legal professionals can simply click on their client’s phone number, and the call will be made easily from the platform on the browser. This can also be done from Clio’s phonebook where all the client details are stored. Thus, this feature ultimately eliminates the need to jump from one app to another and remember phone numbers to dial.
Call-pop on Inbound Calls
With Nextiva, the Clio platform provides you with complete details of existing customers with just a simple click. So, while you are on the call, you can easily pull up vital client information to personalize interactions and provide a superior level of service. For new clients calling in for the first time, you can use this feature to simply note down their vital information such as email, phone number, website details, and much more in an instant. Therefore, with this, the law firm can always stay ahead by saving time and effort.
Automatic Call Tracking
Save time and provide accurate client bills for each minute spent on the inbound and outbound calls with call tracking in Clio. When a call comes in, law firms can automatically record the time and length of the call with Nextiva’s integration. This not only records every correspondence automatically but also saves client identity, thus providing transparent billing and maximizing revenue potential.
Thus, with Clio + Nextiva, modern law firms can elevate their practice to new heights. The leading CRM platform for law firms together with best-in-class VOIP provider can not only help legal professionals work smarter but also achieve unparalleled success at a fast pace.
​For businesses, compliance with various regulations and laws concerning data security and privacy can be complex. Therefore, ensuring that the VOIP service provider in question meets all legal requirements is vital but can be challenging to accomplish.
Whether you’re considering a new VOIP solution or looking to upgrade your existing one, reach out to Rich Technology Group for consultation assistance, demos, and quotes with special pricing. We are here to provide all the information you need to make an informed decision for your organization’s communication needs.
Closing Thoughts 🔚
If you like this article and have any questions, Get in touch with Rich Technology Group, as we can help you make the best decision and also offer you special pricing to minimize VOIP cost. Also, we are paid directly by the service provider in question so there is nothing to hesitate.
Get in Touch with Us. We can help you make the best decision and also offer you special pricing to minimize VOIP cost. Also, we are paid directly by the service provider in question so there is nothing to hesitate. |