App details
First Release
July 2022
Clio Manage Price
Starting at $39/mo.
Clio Manage Integration Overview
Clio is the number one cloud-based legal software for clients, cases, billing and more. Their technology makes running your firm, organizing cases, and collaborating with clients in one place possible. CallRail’s integration elevates the Clio Manage platform through integrated marketing analytics and seamless client communication management.
When connected, you will be able to see the calls that your firm received directly in your Clio Manage dashboard. The integration provides insight into how customers are reaching out and which marketing sources matter most for your firm. Once activated, firms can see all leads on a single dashboard and view inbound call details alongside other communications.
Integration Features
- Match inbound phone calls with existing leads or create new lead when there is no match, aggregating all lead data in one place to quickly run reports on the metrics that are important you.
- Track every touchpoint along the client journey
- Gain visibility into how your intake team is handling leads
