CLIO IQInternal Team Chat
One channel per customer — the whole deal team in one thread, plus internal-only channels for your org. Context lives next to the deal, not scattered across email and personal DMs.
One thread per account
Every account gets a dedicated channel — reps, managers, and solutions engineers all see the same thread. No forwarding an email chain to loop someone in; they're already in the channel.
Internal channels, separate by default
Org-only conversations — pricing strategy, internal debate, anything not meant for the customer-facing thread — stay in their own channels. The two never mix.
Files and quick calls, next to the deal
Share a file, jump on a quick call, drop a link — it's all attached to the account it's about. Anyone joining the deal mid-cycle can scroll up and see the full history instead of asking "can someone catch me up?"
Why not just use Slack
You can, for internal work. But a Slack DM about a customer doesn't file itself against that customer's record, and it's gone the moment the rep who owned the thread leaves. A ClioIQ channel is tied to the account, not to a person's inbox.
The whole deal team, in one thread — not a forwarded email chain.
Walk through a real filed record.
We'll show you a transcript become a CRM entry, end to end.