Task list Final Research

Feature	Status	Category	Achieved By	Documentation	Notes
Send SMS	Done	Communication / Notification	Callrail lead center sms	support.callrail.com
Send Emails	Review With Client	Communication / Notification	ClioGrow		Seems like email is really only used after lead consult scheduled. Use for this and lost lead follow up only
Make Phone Calls	Review With Client	Communication / Notification	Callrail	www.callrail.com	Need to look into setting up softphone to keep everything in callrail
Create campaigns with emails, texts, and notifications	Needs Attention	Communication / Notification
Auto Respond Phone Calls	Review With Client	AutomationCommunication / Notification	CallRail	app.callrail.com	Doesn’t seem to have any call workflows setup
Ability to start and stop campaigns from external triggers	Not started	AutomationCommunication / Notification
Tag leads	Needs Attention	AutomationLead Management
start campaigns on form submissions	Needs Attention	Automation
Stop campaigns on external actions	Not started	Automation
All lead activity and communication in a single view	Needs Attention	Lead Management			Need zapier to test what “Create Communication” entails
Lead funnel visualization	Done	Lead Management	ClioGrow	Already Setup
Notes on leads profiles	Done	Lead Management	ClioGrow	Can externally add notes to profiles
Lead Status	Done	Lead Management	ClioGrow	Can externally update statuses
Lead / Deal values	Done	Lead Management	ClioGrow / CallRail
Create campaigns with tasks, emails, & sms notifications	Not started
Appointment scheduler with payment options	Review With Client		ClioGrow	Need to look at existing payment / schedule flow. Looks like user repeats information
Form with conditional options	Needs Attention		CallRail
Start and stop campaigns with external triggers (tags)	Not started
Leave review shortlinks	Done		Website / ClioGrow	Will create a page on the website that shortlinks leaving reviews and can manage communication through ClioGrow
Log lead data in sheet or ability to compile KPIs	Needs Attention		Zapier	Can setup triggers for clio matter status updates, will be used to update sheet
Video scheduling for clients	Not started
Call forwarding and multiple numbers for different lawyers	Not started
All software selected can log actions in ClioGrow	Not started

To Address

Project Release Stages:

Establish initial lead and conversion metric to base changes off of
Create intiial intake form and launch, logging in clio autoamtically
Goal 2
Goal 3

Questions:

Need to know if htey have evergreen lost client communication

Notes

Cliogrow workflows and campaigns can only be started in a matter, not a contact
Can create a matter automatically with proper form flow

CRM missing featrues:

no pipeline
No in depth notes about the leads
no automations, only availablef or missed calls, can tag calls base don certain things on call
Can list all the communication with a lead in a single place

Email: Cliogrow can send and do campaigns, can do “workflows” which does more than send email

To figure out:

Where do they send sms if they can send it from clio? Do they ave to login to cllarIL?

Rough outline:

Clio has automated integration with callrail: Our integration posts Contacts and Communication records for inbound phone calls to your Clio Manage account. This allows you to see all your inbound calls, leads, and the marketing sources associated with those leads in your Clio Manage account.
Setup all sms, forms, andcalls to login to cliogrow account. Use phone and email as id’s
setup all input sources to auto add ot clio

Functionality needed:

H&A Software Functionaliy Required

Task list Final Research

To Address