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Can I Customize the Conversion Rate in the Reporting Tool in Clio Grow

Objective:

  • Customize the conversion rate in Clio Grow
  • Change how the conversion rate is calculated in Clio Grow
  • Exclude matter statuses from conversion rate

Environment:

  • Clio Grow

Additional Information:

Conversion rates are displayed in the reporting tool which is only accessible to users with Admin permissions on the account.

Answer:

Not for the time being. The conversion rate is calculated by dividing the number of hired matters by the total number of matters added during that timeframe.

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