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Modern Law, Modern Tools: Davis & Thompson Empower Remote Work and Legal Efficiency with ESI + Clio

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Industry

Legal

Challenge

The firm needed to support remote work, integrate phones with Clio, and maintain client confidentiality—challenges their old phone system couldn’t meet.

Results

With ESI’s legal-focused cloud solution, Davis & Thompson now enjoys seamless Clio integration, mobile flexibility, and responsive support—while safeguarding client privacy.

Key Benefits

Mobile Apps, Desktop Phones, Voicemail, Easy Call Handling, Remote Administration, Voicemail Transcriptions, Clio Integration

www.davisandthompsonlaw.com
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“ESI provided all the features we needed. From mobile work to Clio integration, the whole system just works—and the service has been outstanding.”

Christianna Wright

Attorney @ Davis & Thompson

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Customer Profile:

Davis & Thompson, PLLC is a general practice law firm based in Jay, Oklahoma, with more than 140 years of combined legal experience. The firm represents individuals, municipalities, businesses, banks, and community organizations, offering services in banking, real estate, civil litigation, probate, estate planning, family law, and more.

The Challenge

Like many law firms, Davis & Thompson relied on an on-premise phone system for in-office work. When the COVID-19 pandemic disrupted normal operations, the firm quickly realized it needed a more flexible, mobile-friendly solution.

They faced:

  • Limited remote access, making it difficult for attorneys and staff to work seamlessly from outside the office.
  • No direct integration between their phone system and Clio, their practice management software.
  • Difficulty protecting personal phone numbers when attorneys called clients from mobile devices.
  • Challenges handling high call volumes, especially when the primary receptionist was unavailable.

The firm needed a cloud-based solution that integrated with Clio, supported remote work, and allowed secure, efficient communication with clients.

The Solution

ESI implemented the ESI eCloud PBX™ with CommConnect™ integration to Clio, delivering a legal-focused communication system tailored to the firm’s needs.

Key solution highlights included:

  • Clio integration enabling one-click calling from within client records, automatic contact pop-ups for incoming calls, and simplified time entry for billing.
  • Mobile-friendly features allowing attorneys to use personal smartphones without exposing personal numbers, while appearing as if calls were coming from the office.
  • Flexible call routing, allowing backup staff to take over call handling when the receptionist was unavailable.
  • Multiple device options, including desk phones, computers, and smartphones, so attorneys could work from anywhere.
  • Training and weekly check-ins from ESI’s team to ensure a smooth transition and adoption.

The Results

With ESI’s eCloud PBX™ and Clio integration, Davis & Thompson gained the flexibility and efficiency they needed to continue serving clients without interruption.

Key Benefits:

  • Seamless integration with Clio, reducing administrative time and improving accuracy.
  • Mobility for attorneys to work remotely while maintaining professionalism.
  • Improved call handling, reducing missed calls and voicemails.
  • Easy-to-use solution with minimal learning curve.
  • Responsive U.S.-based support for quick resolution of questions or issues.
  • Enhanced privacy for attorneys and staff using mobile devices.