Clio Grow
Send new legal enquiries to your Clio Grow Lead Inbox for your intake team.
What it will do on calls
Section titled “What it will do on calls”When a prospective client calls, your receptionist will:
- verify your firm and Lead Inbox
- create a new inbox lead
What you need
Section titled “What you need”- A Clio Grow user who can authorize apps for your firm, in a supported Clio region.
Once released, it will be included in every plan. Each connected integration counts toward your plan’s integration limit (Starter 3, Growth 10, Pro 50), together with SMS, Slack and webhook destinations; email notifications do not count. See plans.
Limits to know
Section titled “Limits to know”- Creates inbox leads only. Your intake team decides on contacts and matters; nothing gives legal advice.
Until it is available
Section titled “Until it is available”Keep receiving call summaries and prepare follow-up requests for your team in call notifications. You can also send call events to your own tools with a signed webhook and automation recipes.