Campaign Tracker is a new feature that helps lawyers figure out where their clients are coming from. With Campaign Tracker, you can generate unique phone numbers (routed to your firm phone number) to use with ads, create contact forms and landing pages, and enter leads manually. It’s a simple solution to a common problem: figuring out where your clients came from.
There are other ways to do this — Gyi just did a step-by-step guide — but they aren’t built right into your practice management software.
Clio Payments is a quick-and-easy payment portal powered by LawPay that works with Clio’s invoicing system. This makes it easy to accept credit cards from clients for invoices. Clio Payments will do basic payments at launch, and trust account–compliant payments are coming soon.
Disclaimer: Clio wanted me at its conference so badly it bought me a coach-class ticket on a plane with a flat tire. ↩
Read the next post in this series: "Why Your Potential Clients Aren’t Contacting You."