LawKPIs
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Integration · Intake

The Clio Grow integration

Response time and conversion rate only tell half the story. Join Clio Grow against your billing data and you see which leads actually turned into revenue, not just which ones turned into a signed engagement letter.

Setup time
A few minutes
Access type
Read-only, OAuth-style connect
Category
Intake
Data

What LawKPIs reads from Clio Grow, and what it builds

Nothing is written back. LawKPIs reads the fields below on a regular schedule and joins them against your practice management and accounting data.

What LawKPIs reads
  • •Matters and intake records — source, stage, assigned attorney, and creation date
  • •Response and follow-up timestamps — how long a lead sat before first contact and each stage after it
  • •Pipeline stage changes, so you can see where leads stall before becoming a signed matter
  • •Referral source tags, where your firm tracks them
  • •The matter ID a converted lead becomes, so it can be matched against billing once it's a real client
What it unlocks
  • •Lead response time, tracked daily instead of discovered in a quarterly review
  • •Conversion rate by source and by intake staff member, so you know which channels and which people actually close cases
  • •What a converted lead is worth — signed leads joined against what those matters go on to bill and collect
  • •Which referral sources produce clients worth keeping versus ones that convert but never turn profitable
  • •Daily Pulse flags for leads sitting past your firm's response-time target before anyone follows up
Why this matters

A fast response means nothing if the lead never turns into revenue

Most intake dashboards stop at response time and conversion rate. Those numbers matter, but they don't tell you which leads were worth converting. A referral source that converts fast can still be sending you matters that never turn profitable, while a slower-converting source sends fewer leads that are worth far more. LawKPIs matches each converted lead in Clio Grow to the matter it becomes, then follows that matter through billing and, once QuickBooks Online is connected, real collections — so you can see the full path from first contact to what the firm actually kept.

If your firm already runs Clio Manage, connecting both gives LawKPIs a clean thread from first contact through the matter's entire billing life — one connection covers intake, the other covers everything after signature.

Setup

Connecting Clio Grow takes a few minutes

01

Start the connect flow

From your LawKPIs account, choose Clio Grow and sign in through its own permission screen.

02

Grant read-only access

You approve read access to leads, pipeline stages, and timestamps — nothing is written back.

03

Intake numbers appear in Daily Pulse

Response time and conversion show up right away; revenue-per-lead sharpens as practice management and accounting connect.

Questions

Clio Grow integration FAQ

Does LawKPIs write anything back to Clio Grow?+

No. The connection is read-only. LawKPIs reads lead, pipeline, and timestamp data to build dashboards — it never creates or edits records in Clio Grow.

How does LawKPIs know what a lead is 'worth'?+

By matching a converted lead to the matter it becomes, then joining that matter against your practice management and, once connected, QuickBooks Online billing data. That's what turns 'this lead converted' into 'this lead turned into $14,200 collected.'

Is this the same connection as Clio Manage?+

No. Clio Grow and Clio Manage are separate products with separate connections. This page covers Clio Grow, the intake side. Clio Manage — matters, time, and billing — has its own integration page.

How long does setup take?+

A few minutes. You connect Clio Grow through an OAuth-style permission screen and grant read access, the same as any other app.

Read-only access
Nothing written back to your systems
SOC 2
Encrypted in transit and at rest
Security & trust →

See what your firm's Pulse would say tomorrow morning

Ungated, self-guided, about two minutes — or book time and we'll walk through it live with your numbers.