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If you have any questions, please email [email protected] or call +1 (289) 216-5628. We are open from 10 am - 5 pm EST.
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- How does this integration work?
- What data gets transferred from Dialpad to Clio Manage?
- Will my whole transcript be imported into Clio?
- What type of Dialpad plan do I need?
- Do I need to be an admin on Clio or Dialpad to setup this Call Sync?
- How are the contacts matched between Clio and Dialpad?
- Will it pick up contact information if I change the phone numbers for a contact inside Clio?
- Do the phone numbers have to be formatted properly inside Clio?
- Does it look for all phone numbers for contacts?
- How long of a call will you bring the transcript over?
- How do you match the matters?
- What happens if I call a related contact on a matter such as opposing counsel?
- Does it add calls for contacts that are not in my Clio such as intake calls?
- How does AI notes work?
- When does it create the communication inside Clio?
- Can I add my own AI prompt for the AI summary to refine the summary more specifically for my firm?
- How does the AI email work?
- Will this automatically send emails?
- How does it match Clio and Dialpad User?