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Connection

Practice management

RingDon with Clio

Official Clio connection. Matters and contacts are created, documents filed, nothing deleted.

What AI does in Clio

  • Creates contacts and matters from intake
  • Files documents under the matter
  • Books consultations
  • Sends engagement letters and invoices

Integrations that use it

Phone

Every call answered, day and night

Email inbox

An inbox that answers itself

Documents

Paperwork typed in before you see it

Back office

Invoices, reminders and records kept in step

Questions

Short answers. Anything else, ask on the contact page and a person replies in a day.

Ask a question
Do I need to move anything?

No. Clio stays where it is. RingDon reads and writes there through the official connection and you can revoke access from Clio at any time.

What permissions does it need?

Only the scopes for the actions listed on this page. We show you the exact permission screen during the build.

What if I use a different version or plan?

Most plans include the official connection. If yours does not, email notifications from Clio are usually enough for the read side.

Your systems stay yours

Nothing to migrate, nothing new to learn. A person is always one step away.

  • Week 1: audit
  • Weeks 2 and 3: build and test on your cases
  • Week 4: live, watched
  • Every month: tune