In Clio Grow, you can track how your marketing outreach turns prospective leads into first-time clients, as well as how outreach contributes to how your clients continued use of your services.
Manage standard marketing sources
Standard marketing sources in Clio Grow are used for tracking common marketing channels like advertising, your website, and other online platforms. You can manage your standard marketing sources by adding, editing, or deleting sources. Once a standard marketing is created, you can add it to a contact or matter.
- Go to Settings > Marketing sources.
- Click New source.
- Add a source name.
- Click Create source.
Rename sources
You can edit the name of an existing marketing source as needed.
- Go to Settings > Marketing Sources.
- Click the edit icon for the source you want to rename.
- Update the source name.
- Click Save source.
Delete sources
If you no longer need a specific source, you can delete it from your account.
- Go to Settings > Marketing sources.
- Click the delete icon for the source you want to delete.
- Confirm the action by clicking Delete.
Add, edit, and delete sources in a matter
Once you have created marketing sources, you can add them to a matter.
Note: Matters can have multiple marketing sources which can be useful to track how continued marketing outreach contributes to turning a lead into a client and to providing ongoing services on the matter. In contrast, a contact can only have one source representing the initial outreach that establishes the firm’s relationship with the client.
- Go to Matters.
- Click on the name of the relevant matter to open the matter’s page.
- For the Marketing section, click Edit to open a Marketing panel.
- Click Add new source.
- Select the source and the date at which the source became relevant.
- Click Create source.
- Go to Matters.
- Click on the name of the relevant matter to open the matter’s page.
- For the Marketing section, click Edit to open a Marketing panel.
- For the relevant source, click the edit (pencil) icon.
- Update the source and/or the date.
- Click Update source.
- Go to Matters.
- Click on the name of the relevant matter to open the matter’s page.
- For the Marketing section, click Edit to open a Marketing panel.
- For the relevant source, click the delete (trash can) icon.
- Click Delete source to confirm your choice.
Edit source for a contact
Note: While matters can have multiple marketing sources, a contact can only have one source representing the initial outreach that establishes the firm’s relationship with the client.
Once you have created marketing sources, you can add and edit it on the contact.
- Go to Contacts.
- Click on the name of the relevant contact to open the contact’s information page.
- For the Marketing section, click Edit to open a Marketing panel.
- Click the edit (pencil) icon for the marketing source.
Note: You can also update who the contact was referred by from this panel.
- Select the new source and/or set the date at which the source became relevant.
- Click Update source.