CallRail is pleased to announce a new integration with Clio, the leading provider of legal software, enabling Clio users to market their law firms with confidence.
According to CallRail Chief Revenue Officer, Mary Pat Donnellon, “Our integration with Clio represents a major step in the continued evolution of CallRail’s commitment to the legal industry.” By connecting the marketing source from CallRail with case revenue in Clio Manage, law firms can truly understand, for the first time, which marketing efforts are driving revenue to their law firm, equipping them to optimize marketing spend and drive more leads that convert to high value clients.
This is the most recent integration to launch as part of CallRail’s robust ecosystem of native integrations with leading technology partners, which allow their customers to secure seamless flow of crucial data between platforms and increase operational efficiency.
Clio Manage has long provided legal professionals with comprehensive tools to manage existing clients and cases. By integrating with Clio Manage, CallRail provides those legal professionals with the ability to see all leads, call details, and marketing sources in a single communications dashboard. In an industry that is reliant on phone calls for new clients, lawyers and law firms can use CallRail’s industry-leading call tracking and attribution software to understand exactly where their leads come from, whether online or offline.
CallRail is the only lead intelligence platform giving legal professionals such robust marketing analytics at the touch of a button. The new integration utilizes CallRail’s powerful call tracking technology to reveal directly in Clio Manage the ads, keywords, and campaigns prospective clients interact with before they call a lawyer, letting Clio users see how clients are contacting them. Integrating with CallRail gives those Clio users both a connection to the beginning of their client’s journey and an ability to understand where they came from.
In addition to Call Tracking, law firms can complete their marketing solution with CallRail through Form Tracking and Conversation Intelligence. Nearly all law firms use contact forms as part of their initial client contact processes. Form Tracking from CallRail allows access to the form submissions of their prospective clients, placing all such communications in one place. With the addition of Conversation Intelligence, lawyers have instant access on the CallRail platform to client phone calls that have been transcribed, classified, and qualified in real time.
Legal professionals constitute an essential part of the more than 200,000 businesses served by CallRail worldwide. The company’s partnership with this cornerstone component of a lawyer’s tech stack represents its commitment to develop solutions for their marketing needs.
CallRail customers can visit the Clio integration support article to learn more.
While this integration is available on all CallRail plans, Clio customers on the EasyStart plan will not have access to the integration. Only those on the Essentials or above plans will have access.
