CallRail Expands Partnership with Clio

January 09, 2025 at 12:20 PM EST

Deeper integration demonstrates the company's continued investment in the legal space

CallRail, the AI-powered lead intelligence platform, today 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.

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.

"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."

To learn more about the Clio integration, visit https://www.callrail.com/integrations/clio-grow.

About CallRail

CallRail is the AI-powered lead intelligence platform that makes it easy for businesses of all sizes to market with confidence. Serving more than 200,000 companies worldwide, CallRail’s solutions help businesses track and attribute each lead to their marketing journey, capture and manage every call, text, chat, and form, and use insights surfaced by AI to optimize their marketing.

Founded in 2011, CallRail has grown its award-winning platform from G2 top-rated inbound call tracking software to include form tracking, AI-driven Conversation Intelligence®, and business communications products. Fitting seamlessly into existing workflows, CallRail integrates with leading marketing and sales software including HubSpot, Facebook, Salesforce, and Google Ads and Analytics.

Additionally, CallRail’s Partner Program offers affiliate, agency, and technology partnership opportunities, helping businesses earn, grow, and build with CallRail. CallRail makes it easier for its partners to expand services, attract customers with greater lifetime value, and share revenue from referral sales.

CallRail has been featured on the Inc. 5000 fastest-growing companies and Deloitte Tech Fast 500 lists for multiple consecutive years. The Atlanta-based company has earned spots on Inc. Magazine’s 2018, 2019, 2021, 2022, and 2023 Best Places to Work list. For more information or to view a demo of the platform, visit http://www.callrail.com