CTM Announces Clio Integration to Connect Legal Marketing and Client Intake
CTM, a global conversation analytics company, today announced a new integration with Clio, which helps legal clients connect CTM’s call tracking and lead attribution capabilities directly to their legal intake workflow. For firms that rely heavily on phone calls and online inquiries, connecting Clio with CTM bridges the gap between marketing activity and the legal intake process.
As law firms increasingly embrace cloud-based technology to deliver client-centered experiences, creating a seamless workflow from a client’s first inquiry to a retained case is critical. With phone calls remaining the number one new client intake channel for the legal industry, according to Clio, this integration empowers firms to transform scattered marketing data into actionable, matter-level ROI.
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“As a former practicing attorney and someone who has spent the past 20 years helping law firms grow, I’ve seen how difficult it can be for firms to know which marketing investments are actually bringing in new clients,” said Chris Lafferty, VP of Product and Technology at CTM. “When a single click can cost more than $500, impressions and lead counts aren’t enough. Firms need a clear line from the first inquiry to a retained client, and they shouldn’t need a data science team to find it.”
Built to serve Clio’s global network of over 150,000 legal professionals, and optimized specifically for solo practitioners and small firms, the integration solves persistent pain points in legal marketing and administration:
- Law firms can now trace exactly which channels, campaigns, and keywords produce the highest-value cases, allowing for precise optimization of marketing spend.
- The integration automatically maps inbound calls, text messages, and form submissions directly to the corresponding Clio contact or matter, eliminating blind spots in the client record.
- By removing the need for firm administrators and attorneys to manually log call details, firms can drastically reduce administrative overhead and focus on client counsel.
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“By directly integrating CTM with Clio, we’re empowering law firms to map out the path from an initial marketing source to a retained case within the system where they already work,” Lafferty continued. “This gives partners the ROI they need to eliminate wasted spend and scale with confidence.”
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