Clio Grow Dashboard and Reports

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A key part of intaking new clients and growing your business is tracking performance data on your leads and reporting on matter status and value for new clients. Clio Grow offers a dashboard that can help you understand the performance of your marketing efforts and reports that can help you determine the value of your matters and the performance of your referral sources. 

Tip: Learn more about how to create a digital marketing strategy for your firm and grow your business here.

Dashboard

Your Dashboard gives you an immediate overview of your digital marketing metrics. These metrics are organized in a way that can help you understand which require immediate action, how to set benchmarks for your firm, and how to evaluate outcomes over time. All channels shows where your leads are coming from and how to assign value from all your marketing channels, while Local Services Ads shows data for your Local Services Ads account.

Note: The Local Services Ads dashboard will only contain data if you set up Google's Local Services Ads for Clio. Learn more here.

All channels Local Services Ads

This dashboard shows key actionable metrics for leads captured through all of your digital marketing channels, including leads from appointments booked via Clio Scheduler. It is broken down as follows:

Pipeline health

This section shows leads as they progress through your sales Pipeline over a specific period of time. 

Leads:

  • To review: This shows leads that you need to review.
  • Ignored: This shows the leads that you ignored.
  • Leads accepted rate: This is the percentage of leads that were converted into matters. It is calculated by the total leads converted into matters divided by the total leads received. 

Matters:

  • Intake: This shows the leads that were converted into matters in Clio Grow.
  • Not hired: This shows the converted matters that you did not hire.
  • Hired: This shows the converted matters that you did hire.
  • Matters conversion rate: This is the percentage of matters that were converted to hired. It is calculated by the total matters converted to hired divided by the total matters created. 

 

Performance

This section shows the total number of leads and their value over a specific period of time

  • Leads: This shows leads received during the selected date range.
  • Estimated value: This shows the estimated value of your leads during the selected date range.

 

Revenue potential

This section shows the estimated value of the matters in your Pipeline over a specific period of time.

  • Intake value: This shows the estimated value of the leads that were converted into matters over a specific period of time. 
  • Hired value: This shows the estimated value of the leads that were converted into matters and then hired over a specific period of time. 

 

Matter report

The matter report in Clio Grow shows visuals regarding lead source and matter types using the matters added to your account, your Pipeline's value, and your conversion rate.

Tip: Learn more about generating this report here.
  • 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.

Tip: Learn more about generating this report here.

 

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