Phone Calls

Available on request

Phone call capture is in early access. It is not part of a self-serve plan: we switch it on for your organization and provide an Indian business number, through our telephony provider Plivo. Talk to us to join.

Rings the phones your team already carries

There is no app or desk phone to install. Calls to the business number ring your reps’ own mobiles, and a mobile joins the ring list only after its owner proves they hold it — ClioIQ calls it and reads out a code they type back. When a known lead or contact calls, their owner’s phone can ring first.

Callers hear the notice before anyone answers

Every caller first hears “Thank you for calling. This call will be recorded and transcribed to help us serve you better.” Recording starts only when someone picks up, so the notice and the ringing are never recorded.

Filed against the right record

The caller’s number is matched to your leads and contacts. An answered call opens with its recording, transcript, summary and action items, and counts as a meeting held. If the number is new and the conversation ran long enough, ClioIQ creates a lead from it; if a known lead or contact calls and nobody answers, their owner gets a follow-up task to call back.

Call out from the record

The Call button on a lead, contact or deal rings your own mobile first, then the customer — who sees your business number, not your personal one. Both sides hear that the call is being recorded as soon as the customer answers.

Kept, and deletable, on your terms

Your admin sets how long the call log is kept, and a rep can delete a call they took — recording, transcript and notes together. Switching phone call capture off keeps the calls already captured until you delete them. Recordings are stored in the United States; see our privacy policy.