The integration aims to improve communication and boost productivity within law firms

Ooma, Inc., a smart communications platform for businesses and consumers, announced today the integration of its Ooma Office business phone service with Clio, the global leader in legal technology. This strategic integration aims to significantly improve the legal client experience during phone interactions by facilitating personal and efficient interactions, which are crucial for referral-building and client loyalty.

With the Ooma Office integration, legal professionals and support staff automatically get a Call Pop displaying client information from Clio when placing or receiving calls using the Ooma Office desktop app. The Call Pop also automatically displays associated legal matters and provides an entry form for call notes, helping the team stay on top of client casework and track billable hours.

Ooma Office (https://www.ooma.com/small-business-phone-systems/) is a cloud-based phone and unified communications service offering an extensive set of more than 50 features curated to meet the needs of businesses of various sizes. Designed for easy installation, use and management, with no technical skills required, Ooma Office delivers powerful capabilities that include a virtual receptionist, ring groups, videoconferencing and call queueing.

Clio (https://www.clio.com/) is the global leader in legal technology, providing software that streamlines law firm operations, improves productivity, and enables legal professionals to increase their revenues. Trusted by over 150,000 legal professionals and over 90 law societies and bar associations, Clio provides industry-leading security, 24/5 customer support, and an unparalleled app ecosystem—integrating with many solutions, now including Ooma Office.

“We’re excited to have Ooma join our ecosystem, providing law firms with even more powerful communications tools to enhance client relationships,” said Hemant Kashyap, chief product officer at Clio. “This integration brings added convenience and efficiency to legal professionals and ultimately, a better overall experience for clients. We’re thrilled to see our app directory continue to grow, offering more innovative solutions for our customers.”

Chris Burgy, vice president of corporate development at Ooma, emphasized the importance of personalizing client interactions and maintaining seamless access to the Clio platform. He said, "There's no better way to instill confidence in a law firm's commitment to client needs than personalizing client interactions. Through our integration with Clio, Ooma enhances the value law firms derive from their overall technology investment."

The Ooma Office integration with Clio is available now and is included in the Ooma Office Pro Plus service plan.

About Ooma

Ooma (NYSE: OOMA) creates powerful connected experiences for businesses, consumers and service providers, delivered through smart cloud-based communications platforms and services. For businesses of all sizes, Ooma offers advanced voice and collaboration features including messaging, intelligent virtual receptionists and video meetings. Ooma’s all-in-one replacement for analog phone lines helps businesses maintain mission-critical systems by moving connectivity to the cloud. For consumers, Ooma’s residential phone service provides PureVoice HD voice quality, advanced features and integration with mobile devices. Learn more at www.ooma.com or www.ooma.ca in Canada.

Forward-Looking Statements

This release includes “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Statements in this press release that are not statements of historical or current fact constitute “forward-looking statements.” The forward-looking statements contained in this press release include, without limitation, statements related to the anticipated benefits of and results from the partnership between Ooma and Clio and the integration of their products and services. Such forward-looking statements involve known and unknown risks, uncertainties and other unknown factors that could cause the actual results to be materially different from any future results expressed or implied by such forward-looking statements. The forward-looking statements contained herein are also subject generally to other risks and uncertainties that are described from time to time in Ooma’s filings with the Securities and Exchange Commission, including under Item 1A, “Risk Factors” in the Company’s Annual Report on Form 10-K for the fiscal year ended January 31, 2023, filed on April 7, 2023, and in its subsequent reports on Forms 10-Q and 8-K. Investors are cautioned not to place undue reliance on such forward-looking statements, which speak only as of the date they are made. Ooma undertakes no obligation to publicly update or revise any forward-looking statement, whether as a result of new information, future events or otherwise.

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