App details
First Release
July 2022
Clio Manage Price
Starting at $39/mo.
Clio Manage Integration Overview
Clio Manage is the leading legal practice management platform that helps law firms run their practice, organize cases, and collaborate with clients — all from one place. The CallRail integration connects your call tracking data directly to your Clio Manage account, so your team captures every inbound lead without adding to their busywork. And with Voice Assist, consultations are booked directly into Clio Manage while the caller is still on the line — locking in revenue so you never miss an opportunity.
Every time a lead calls, CallRail manages the data entry behind the scenes by checking Clio Manage for a matching contact. It seamlessly updates existing records or creates a new contact on the spot, automatically logging attribution details — including the source, medium, campaign, and keywords — directly into Clio Manage, so your team sees exactly which campaigns are driving your best cases.
This real-time sync also powers Voice Assist. When a caller is ready to move forward, Voice Assist qualifies them and books the consultation directly into Clio Manage while they're still on the line — turning an inbound call into a confirmed appointment.
Integration Features
- Schedule Consultations Live On the Call: Voice Assist qualifies the caller, checks your real-time Clio Manage availability, and books the consultation directly into your calendar, ensuring you never miss a potential client.
- Automated Contact Management: CallRail automatically creates or updates your contacts in Clio Manage for every tracked call, keeping your records accurate without the need for manual data entry.
- Detailed Marketing Attribution: Every inbound call is logged to Clio Manage with full attribution — source, medium, campaign, and keywords — giving your team clear visibility into which campaigns are driving your best cases.
- See Every Lead's Source in Clio: View every inbound call and its marketing source directly in your Clio Manage dashboard, giving your team the full picture of where each lead came from without having to navigate between two tools.
- Always-On Coverage: Voice Assist handles calls 24/7 — including after-hours and overflow calls when your team is unavailable — so opportunities that would otherwise go to voicemail get answered and scheduled.
