CallRail

How CallRail works with Clio

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  Managing client intake and marketing often means balancing competing priorities – tracking leads, onboarding new clients, and delivering excellent service, all while staying on top of your caseload. With limited time and resources, it’s easy for inefficiencies to creep in and opportunities to slip through the cracks. The CallRail Grow and Manage integrations allow lawyers to optimize marketing spend and drive more leads that convert to high-value clients.

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  Clio Grow

  The Clio Grow integration matches inbound phone calls, texts, and form submissions with existing contacts and creates 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.

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  Clio Manage

  When connected, the Clio Manage integration will allow you to see the calls that your firm received directly in your Clio Manage dashboard. Gain 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