Clio

Clio is where retained-client attribution happens. When a lead becomes a matter in Clio, Kenzsys automatically links the two records so you can see exactly which campaigns produced revenue.

Supported products

• Clio Manage — matters, contacts, and case status.
• Clio Grow — intake forms and pre-matter pipeline.

Connect

From Settings → Integrations → Clio, click Connect. Authenticate with the Clio account that owns your firm's data. Kenzsys requests read-only scopes — we don't modify matters or contacts.

How matching works

When a new matter is created in Clio, Kenzsys looks for an existing lead with a matching phone number or email. On a match, the lead's pipeline stage automatically moves to Retained and the matter ID is linked.