Clio Manages Your Cases.
RocketPro Fills Your Pipeline.
The industry's most trusted case management platform paired with a purpose-built Lead-to-Case Revenue System. Together, they form the complete modern law firm operating system.
Free Setup Included · Clio Integration Included · Setup in 72 Hours
Not a Replacement. The Perfect Partner.
- Matter management
- Billing & invoicing
- Trust accounting
- Time tracking
- Document management
- Court deadlines & calendaring
Lead-to-Case Revenue
- Lead capture & speed-to-lead
- AI follow-up (Aria)
- Consultation booking
- Digital intake & e-sign
- Pipeline & retainer tracking
- Revenue attribution
RocketPro and Clio are not competitors — they are purpose-built partners in a modern law firm growth system.
From First Lead to Opened Case — Seamless Handoff
Lead Captured
RocketPro captures the lead via web forms, phone tracking, social media, and paid advertising channels.
RocketProAria Engages
AI-powered follow-up qualifies and nurtures the lead with instant, personalized communication around the clock.
RocketProConsultation Booked
Automated scheduling with calendar sync, confirmation emails, and reminder sequences to eliminate no-shows.
RocketProIntake Completed
Digital forms, document collection, and e-signature workflows gather everything your team needs before the meeting.
RocketProRetainer Signed
Pipeline tracking with automated follow-up ensures no potential client falls through the cracks before signing.
RocketProCase Created in Clio
Auto-synced contact, matter, documents, and notes. Your Clio workspace is ready the moment a retainer is signed.
ClioEvery conversation, document, and data point transfers automatically. Zero duplicate entry.
Clear Ownership. No Overlap.
| Task |
RocketPro
|
Clio |
|---|---|---|
| Lead capture & tracking | — | |
| Speed-to-lead response | — | |
| AI follow-up (Aria) | — | |
| Consultation booking | — | |
| Digital intake & e-sign | — | |
| Pipeline management | — | |
| Revenue attribution | — | |
| Contact & matter creation | Syncs | |
| Billing & invoicing | — | |
| Trust accounting | — | |
| Time tracking | — | |
| Document management | Shared | |
| Court deadlines | — | |
| Case management | — |
What Syncs Between Systems
When a retainer is signed in RocketPro, the following data automatically flows into Clio.
Technical Integration, Zero Headaches
Bi-Directional Sync
Contacts and matters sync in real time between RocketPro and Clio. Updates in either system reflect in both, so your team always works from the same source of truth.
Automatic Case Creation
When a retainer is signed in RocketPro, a new matter is automatically created in Clio with full intake data attached. No copy-pasting. No duplicate entry. Just a case ready to work.
Free Setup & Migration
Our team handles the entire integration setup at no cost. Already have data in another system? We will migrate it too. You focus on practicing law while we handle the technical details.
This Partnership Is Perfect If...
Your firm spends $5K+/month on marketing but you can’t tell which campaigns produce signed retainers — just which ones generate clicks.
Your staff manually re-types intake form data into Clio after every consultation, wasting 15–20 minutes per client on duplicate entry.
Leads who call after 5 PM or on weekends hear voicemail and never call back. You’re losing 40–60% of after-hours inquiries to competitors who respond faster.
Consultations happen, but 50%+ of prospects never sign the retainer because there’s no systematic follow-up between the meeting and the decision.
Your intake coordinator is overwhelmed, spending more time chasing leads than qualifying them. You need 24/7 coverage without hiring another $50K/year position.
You’ve considered switching to an all-in-one platform but don’t want to lose Clio’s case management, billing, and trust accounting that your firm depends on.
What Changes When You Add RocketPro
See how every workflow transforms when Clio and RocketPro work together.
Leads Sit in Email Until Someone Checks
New inquiries land in a shared inbox and wait for a staff member to notice, open, and respond manually. Average response time: 4+ hours.
Aria AI Responds in Under 2 Minutes, 24/7
Every lead gets an instant, personalized response via SMS, email, or chat — even at midnight on a Saturday.
Manual Contact Creation in Clio
Staff manually types client information into Clio after the retainer is signed, risking typos, missing data, and wasted time.
Retained Client Auto-Syncs to Clio
The moment a retainer is signed, the contact, matter, intake forms, and documents flow into Clio automatically.
Follow-Up Depends on Who Remembers
After a consultation, the prospect waits for someone to remember to follow up. Most never do, and the lead goes cold.
Automated Nurture Until Retainer Is Signed
Post-consultation follow-up runs automatically via SMS, email, and voicemail drops until the retainer is signed.
No Visibility into Lead-to-Case Pipeline
You know leads are coming in, but you can't tell which convert, where they drop off, or which channels produce retainers.
Full Revenue Attribution Ad Click to Retainer
See every lead from first touch to signed retainer. Know exactly which campaigns and channels generate the most revenue.
The average firm sees results within 30 days of connecting Clio + RocketPro.
Real Results from Clio Firms
"Clio is incredible for case management, but it was never built to chase leads. RocketPro fills that gap perfectly — and the sync means our intake team doesn't touch data twice."
"Our consultation-to-retainer rate went from 31% to 58% after adding RocketPro alongside Clio. The automated follow-up between consultation and retainer signing was the missing piece."
Explore Other Integrations
Using a different system? RocketPro works alongside your existing tools.
RocketPro + MyCase
Connect RocketPro's lead pipeline with MyCase for unified client management
Learn More
RocketPro + Lawmatics
Bridge RocketPro's revenue system with Lawmatics for end-to-end intake
Learn More
RocketPro + Lawcus
Pair RocketPro's lead capture with Lawcus for complete practice management
Learn MoreLive in 72 Hours. We Handle Everything.
You authorize the connection. We do the rest.
Authorize Clio
One-click OAuth connection. No API keys, no developer access needed. Takes 30 seconds.
Map Your Fields
We map RocketPro contacts, intake data, and retainer status to your Clio matters and contacts.
Sync & Go Live
Test sync runs automatically. Once verified, every signed retainer creates a new matter in Clio instantly.
Your Cases Live in Clio.
Who Fills the Pipeline?
The industry-standard case management platform. The purpose-built revenue engine. Together at last.