Clio and Zoho consulting for law firms
ion8 is a Clio Certified Consultant. We automate processes, implement integrations, and customize Clio for law firms, and we integrate Clio with Zoho.
What is Clio?
Clio is cloud-based law practice management software built specifically for legal professionals. Whether you’re starting your practice today with a brand new Practice Management Solution (PMS), or you’re converting from an old one, we’re able to get you set up quickly by customizing Clio to suit your organizational needs and integrate other tools and systems seamlessly.
Automate call logging in Clio with ion8’s Call Connector
Call Connector for Clio is a custom-built web app that integrates RingCentral with Clio to streamline billings and limit revenue leakage by automatically logging calls. You can view Contacts, Matters, and other details directly from the custom call pop, while taking relevant notes and keeping your calls focused.
Questions about Clio and Zoho
Is ion8 a Clio consultant?
Yes. ion8 is a Clio Certified Consultant. The team automates processes, implements integrations, and customizes Clio for law firms.
Should a law firm choose Clio or Zoho?
Clio is cloud practice-management software built for legal professionals. Zoho is a cloud software suite for running a business, including sales, marketing, finance, and collaboration. ion8 sets up both and connects them when a firm needs the two together.
What is Zoho One for a law firm that uses Clio?
Zoho One is a Zoho business-software suite. ion8 implements Zoho apps, including Zoho CRM, beside Clio, and connects them so client information can move between Zoho and Clio.
Does ion8 integrate Clio with other tools?
Yes. ion8 integrates Clio with Zoho, PandaDoc, and RingCentral. Call Connector for Clio logs RingCentral calls in Clio and shows contacts, matters, and other details during the call.
How do I book a Clio consult with ion8?
Choose Book a consult on this page, or email info@ion8.net.
Our Clio Products
Connect RingCentral to Clio or Zoho for increased call efficiency and insights.
Learn moreSync data between Zoho CRM and Clio.
Learn moreLink matters, client, and firm details across multiple Clio instances.
Learn moreTransfer data from multiple regions to one Clio instance.
Learn more