Clio adds CTM integration for call and lead attribution

Clio users can now connect CTM call tracking and lead attribution to their intake workflow, according to CTM. The integration automatically maps inbound calls, text messages and form submissions to the matching Clio contact or matter.

Firms can trace which channels, campaigns and keywords produce the highest-value cases. CTM says this removes manual logging of call details by firm administrators and attorneys. CTM says the integration is built for solo practitioners and small firms.

Clio's network has more than 150,000 legal professionals. CTM will show the integration as a Certified Partner at ClioCon, October 26-27 in Boston.

What it means

If you use Clio Grow. Firms using Clio can match call, text and form leads from CTM to Clio contacts and matters without manual logging.

What to do. If your firm already uses CTM call tracking, ask CTM about setup before you evaluate the integration.

Watch for. ClioCon, October 26-27 in Boston, where CTM will show the integration.