CTM Announces Clio Integration to Connect Legal Marketing and Client Intake

New integration empowers law firms to attribute billable revenue directly to marketing channels, eliminating manual loggings and blind spots during the client journey

MILLERSVILLE, Md., Oct. 14, 2026 /PRNewswire/ -- 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.

"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.

"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."

CTM will be showcasing the new integration as a Certified Partner at ClioCon, taking place October 26-27 in Boston.

To learn more about CTM's integration with Clio, visit www.ctm.com.

About CTM
CTM helps businesses turn everyday conversations into growth. Trusted by more than 100,000 users worldwide, including leading brands like Tinuiti, Morgan & Morgan, Tutor Doctor, and ServiceMaster, CTM connects marketing performance to revenue outcomes, giving teams the clarity to see which campaigns drive conversions and the insight to optimize every customer touchpoint—the result: more efficient lead handling, higher conversion rates, and improved ROI.

Powered by rich conversation analytics, CTM unifies fragmented call, text, chat, and form interactions into a single, actionable view of customer behavior. With deep integrations across leading marketing, advertising, and CRM platforms—and partnership opportunities for agencies, affiliates, and technology providers—CTM makes it simple to align data, teams, and results.

Guided by our purpose to create a better human experience through technology, CTM empowers businesses to make every conversation count.

About Clio
Clio is the global leader in legal AI, empowering legal professionals and law firms of every size to work smarter, faster, and more securely. Purpose-built for the legal industry, Clio's Intelligent Legal Work Platform streamlines workflows, improves decision-making, and combines powerful technology with industry-leading security. Trusted by hundreds of thousands of legal professionals in more than 130 countries, and approved by over 100 bar associations and law societies worldwide, Clio sets the standard for innovation and client success across the legal profession. Backed by world-class investors and a mission to transform the legal experience for all, Clio is defining the future of legal work through AI. Learn more at www.clio.com.

Media Contact:
Zoe Hamilton
PANBlast for CTM
[email protected]

SOURCE CTM