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 48 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 | — |
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...
You already use Clio for case management and want to keep it as your system of record.
You want to keep using Clio but need a better way to capture and convert leads into signed clients.
You are spending money on marketing but cannot track lead-to-case ROI or attribute revenue to specific campaigns.
Your team is overwhelmed with manual follow-up and intake, and leads are falling through the cracks.
You want AI-powered lead engagement and automated nurturing without switching platforms or learning new tools.
You are ready to build a complete lead-to-case revenue system that works alongside the tools you already trust.
Build Your Lead-to-Case System
with Clio
The industry-standard case management platform. The purpose-built revenue engine. Together at last.