Clio Grow
App details
First Release
January 2025
Clio Grow Price
Starts at $39 per user/mo.
Clio Grow Integration Overview
Clio Grow is the leading legal client intake and CRM platform, built to help law firms win new clients. The CallRail integration connects your call tracking data directly to your Clio Grow account, so your team captures every inbound lead without adding to their busywork. Now, Voice Assist integrates with Clio Grow to recognize existing contacts instantly, allowing your AI agent to greet known leads by name and skip redundant intake questions.
Every time a lead calls, texts, or submits a form CallRail manages the data entry behind the scenes by checking Clio Grow 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 Grow, so your team sees exactly which campaigns are driving your best cases.
This real-time sync also powers Voice Assist. When a call comes in, your AI agent instantly references your Clio Grow records, recognizing exactly who is calling before the conversation even starts.
Integration Features
- Personalized Caller Recognition: Voice Assist integrates with Clio Grow to recognize existing contacts instantly, allowing your AI agent to greet known leads by name and skip redundant intake questions.
- Automated Contact Management: CallRail automatically creates or updates your contacts in Clio Grow for every tracked call, keeping your records accurate without the need for manual data entry.
- Detailed Marketing Attribution: Every inbound call, text, and form submission is logged to Clio Grow with full attribution — source, medium, campaign, and keywords — giving your team clear visibility into which campaigns are driving your best cases.
- AI-Generated Call Summaries: For accounts with Conversation Intelligence enabled, CallRail automatically adds a concise, AI-generated summary to your Clio Grow Inbox. This allows your team to quickly understand the context of a call without needing to listen to the entire recording.
