Clio Manage integration

CallRail’s Clio Manage integration allows lawyers and law firms that use this software to improve their marketing activities and client experience converting leads faster and managing clients more efficiently. Starting from the very first phone call to their practice, they now have easy access to all communications with prospective clients, along with how those leads discovered their firm, down to the source and keyword level, as well as the connection to actual cases that drive billables for the practice.

Getting Started

• Clio Manage is a separate product from Clio Grow. While Clio Manage is meant for existing client management, Clio Grow is used as a lead intake/customer relationship management (CRM) tool. CallRail has a separate integration for Clio Grow, instructions for which can be found here. 
• If your law firm uses Clio Grow and Clio Manage, we recommend first connecting only to Clio Grow. Clio Grow has a native integration to move leads into Clio Manage. Enabling both products with CallRail risks creating duplicate leads.
• If both integrations are enabled in CallRail, we will check Clio Manage to see if a client exists before creating one in Clio Manage.

Integrating with Clio Manage

1. Select the Integrations icon on the left navigation bar. 
2. Select Clio Manage from the list of integrations.
3. Choose the company where you’d like to set up this integration.
4. From the integration page, users can select which events to send to Clio Manage. These can include calls, texts, and/or forms.
5. Select Activate.
6. You will be prompted to sign in to Clio Manage. Once signed in, select Allow to give CallRail permission to send data to Clio Manage.

Your interaction will now show as being Active.

What CallRail sends to Clio Manage

Once the Clio Manage integration is active and the user has chosen which interactions will send, calls, texts, and/or forms will automatically populate in Clio Manage.

Call Rail will search for existing contacts and inbox leads in Clio Manage before sending a lead over. If one already exists, we’ll update the Contact Notes section of both Clio Manage and CallRail.

Customers using CallRail’s Premium Intelligence will also have tags and summaries of those calls in their Clio Mange Inbox. 

• Match leads or forms to the client record
• Create a new lead (and make sure it’s not a dupe)
  • Name
  • Email
  • Phone Number
  • Customer city
  • Customer state
  • Customer country
• Create a new record type (call, text, form)
  • Source
  • Medium
  • Campaign
  • Call summary  (if the firm has PCI)
  • Answered(?)
  • Recording URL
  • Timeline URL
  • Tags
  • Call summary populated 
  • Form data & URL (if applicable)
  • Text content
  • Lead Status (text)
  • Referring URL

Deactivating your Clio Manage Integration

From your CallRail homepage:

1. Select the Integrations icon on the left navigation bar. 
2. Select Clio Manage from the list of integrations.
3. Choose the company where you’d like to set up this integration.
4. Select Deactivate.