Clio (Legal CRM)

By Kelli Higdon

Seems to work with Clio Legal CRM:

https://app.clio.com/nc/#/search?query=%%caller_number_raw(XXX-XXX-XXXX)%%&selectedCategory=contacts

This should get the contact to pop up using NXXNXXXXXX format to look up contacts.

 

Related content

Return to Documentation Home I Return to Sangoma's Help Center