Send phone and digital leads from CTM directly into Clio Grow.

What is Clio?

Clio Grow focuses on legal client intake and CRM workflows, helping firms capture prospective clients, manage follow-up, schedule consultations, and move leads toward becoming clients.

For firms that rely heavily on phone calls and online inquiries, connecting Clio with CTM helps bridge the gap between marketing activity and the legal intake process.

Clio + CTM

The Clio integration connects CTM’s call tracking and lead attribution capabilities with Clio Grow’s legal intake workflow.

When an eligible activity occurs in CTM, the integration can create a new lead in the Clio Grow Lead Inbox. Your team can receive the prospect’s contact details, referral source, originating page, and other relevant intake information without manually copying data between platforms.

Firms with access to CTM Triggers can define more advanced conditions for when a lead should be sent. Teams without Triggers can use the integration’s inline lead-push setting to automatically send eligible leads into Clio using a simpler configuration.

Key Benefits

Move leads into intake faster: Automatically send qualified CTM activities into Clio Grow, so intake teams can begin follow-up sooner.

Reduce manual data entry: Transfer lead and contact details between CTM and Clio without repeatedly copying information by hand.

Preserve marketing attribution: Include referral source, originating URL, and other tracking details so your firm can understand where new client opportunities come from.

Customize your lead data: Map CTM activity fields to Clio Grow Lead Inbox fields and provide default values when source information is unavailable.

Control which leads are sent: Use CTM Triggers for advanced workflows or enable a simpler inline option to push eligible leads directly from the integration settings.