Clio Grow

Starting from the very first phone call to the practice, legal professionals now have easy access to all communications in one place, along with what marketing activities led the prospective client to call in the first place. With these insights in hand, lawyers can continuously improve both their marketing activities and their client experience, converting leads faster and managing clients more efficiently.

The Clio Grow integration matches inbound phone calls, texts, and form submissions with existing contacts and create new contacts when there is no match, each time populating those contacts with details about marketing source, medium, campaign, and keywords. CallRail will provide links to the recordings and the caller timeline in Clio. Customers who take advantage of Premium Conversation Intelligence will have tags and summaries of those calls in their Clio Grow Inbox as well.

The Clio Grow integration enables seamless lead tracking and intake. It complements Clio Manage by optimizing the early stages of the client lifecycle before transitioning to case management.