Every call Abby answers is logged in Clio Manage, so your team never has to re-type call notes.
What does it do?
Matches the caller to a contact in Clio Manage.
Logs each call on that contact as a Communication or a Note — you choose which, for each call type.
Lets you decide which call types sync and which call details are included.
Before you start
You need a Clio Manage login on the US Clio site (app.clio.com). Clio's Canadian site isn't supported yet.
How do I set it up?
Sign in at my.abby.com and go to Account > Integrations. Find Clio Manage.
Click Connect and sign in to Clio. Approve access when Clio asks — you don't need to copy any passwords or keys.
Back in Abby, open the Clio Manage settings and choose your How to Match Contact rule (Email Only, or Email or Phone), your Contact Fields to Update, and the Incoming and Outgoing Call Fields that should go into Clio.
For each call type, switch it on and pick the Clio Engagement Type: Communication or Note.
Good to know
Abby records each call in Clio only once, even when a call is retried.
To stop syncing, click Disconnect on the Clio Manage card.
Only account users with Admin or Full access can see the Integrations page.