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Firm Context
- Firm
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- Firm ID
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- Admin
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- Role
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Subscription
Manage the active firm's Pigeon plan, seats, payment method, and renewal.
- Plan
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- Status
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- Billing Period
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- Current Access Through
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- Enforcement
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User Management
Manage beta access for users in this firm.
Loading phone routing configuration...
- Use 3–6 digits.
- Each extension must be unique within the firm.
- 911 and 988 are reserved and cannot be assigned.
- Only active users can receive extension-routed calls.
| Name | Role | Extension | Status | Clerk Invite | Created | Actions | |
|---|---|---|---|---|---|---|---|
| Users have not loaded yet. | |||||||
Clio Status
Checking- Stored Connection
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- Region
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- Last Checked
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- Token Refresh Required
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Clio OAuth Configuration
Checking- Region
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- Authorize Endpoint
- Token Endpoint
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- API Base
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- Redirect URI
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- Client ID Configured
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- Scopes
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Clio Operations
Run safe admin checks and preparation tasks for the active firm.
Workflow
- Connect or Reconnect Clio
- Run Diagnostics
- Import Contacts/Clients/Matters
- Run Export Dry-Run
- Export selected call only
Connection Status
Refresh the stored connection row and OAuth configuration view.
Read Diagnostics
Verify real Clio API health by reading the connected account, contacts, and matters.
Contacts, Clients, and Matters Import
Pull the first Clio contacts page into firm Contacts, then refresh the client and matter mirrors.
Call Export Dry-Run
Preview Phone Log and Time Activity readiness without creating Clio records.
Sync Troubleshooting
Review recent Clio sync attempts and retry one eligible reviewed call at a time.