Clio Grow offers one report for matters and one report for referrals. See below for a summary of each report in Clio Grow and what type of information the report offers.
Tip: Learn more about generating reports here.
Matter report
The matter report in Clio Grow shows visuals regarding lead source and matter types using the following three values:
- Matters added: This refers to the number of leads or matters that have been added to the account within a given period of time. It is broken down by lead source and matter type. The report provides a visual representation, in either graph or table format, of which lead sources and matter types are generating the greatest number of cases.
- Pipeline value: This refers to the value of your matters in the Pipeline within a given period of time. It is broken down by lead source and matter type. The report provides a visual representation, in either graph or table format, of the estimated matter value from each lead source and matter type.
- Conversion rate: This refers to the total hired matters divided by the total of all matters added in a given period of time. It is broken down by lead source and matter type. The report provides a visual representation, in either graph or table format, of the percentage of clients that have been converted from leads to hired clients from each lead source and matter type.
Referral report
The referral report in Clio Grow shows you matters that were referred to your firm. It provides a summary of which referral sources your potential clients are finding your firm from and the types of matters brought to the firm.
