Deeper integration demonstrates the company’s continued investment in the legal space
CallRail, the AI-powered lead intelligence platform, announced an expansion of their integration with Clio, a global leader in legal technology. This expansion, which now includes Clio Grow, provides law firms even more insights into their marketing performance and lead conversations, demonstrating an unparalleled investment to help legal professionals market with confidence.
“This partnership sharpens the competitive edge for lawyers using Clio, offering actionable insights to drive growth and better serve clients. It’s all about enabling smarter decisions and stronger results for our shared customers.”
Solo and small firm lawyers especially struggle to gain insight on what marketing activities drive leads – and to convert them to cases and clients. Clio’s 2024 Legal Trends Report found that firms are losing potential clients from lower lead conversion due to poor client experience, with 73% of prospective clients reporting they wouldn’t recommend the firm they spoke with. Additionally, the report found that firms using client-facing technology saw 52% more revenue and 51% more leads.
“The insights that Clio users will be able to access from client conversations will allow lawyers to continuously improve their marketing activities and client experience – and ultimately convert leads faster, manage them more efficiently and drive more revenue,” said Mike Stocker, VP, Partnerships at CallRail. “We’re thrilled to expand our partnership with Clio and continue our investment in the legal industry to better serve the more than 3,300 law firms that leverage our technology.”
With the updated integration, mutual customers are able to stay on top of every prospective client throughout their journey, starting from the very first phone call or text message. New capabilities include:
- More accurate lead attribution that is now available in Clio Grow where Clio users maintain their prospect database
- Elimination of manual data entry with auto-population of detailed lead records, including contact and interaction data, centralized in the Clio platform
- AI-powered call summaries from all lead conversations populate directly in the Clio client record so marketers can quickly access key takeaways from every call.
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“CallRail’s deepened integration with Clio Grow unlocks powerful lead intelligence capabilities for law firms,” said Jonathan Watson, Chief Technology Officer at Clio. “This partnership sharpens the competitive edge for lawyers using Clio, offering actionable insights to drive growth and better serve clients. It’s all about enabling smarter decisions and stronger results for our shared customers.”