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Overview

Our direct integration with Clio Grow automatically places new client messages from Answering Legal directly into your Clio Grow pipeline. This ensures your intake stays organized, your leads are quickly actionable, and your team never misses a potential client.

What This Integration Does

• Pushes new client messages into the Leads section of Clio Grow
• Populates key contact info, intake details, and call messages
• Eliminates the need for manual lead entry

Getting Started

1. Activate the Integration
   • Email us your Lead Capture Token (LCT) from Clio Grow.
   • We’ll use this token to configure and activate your integration.
   • Once active, your leads will begin populating instantly.
2. How to Find Your LCT
   • In Clio Grow: Go to Settings > Integrations > Lead Capture
   • Click Copy to grab your token
   • Paste it in an email to our technical support team

What You’ll Need

• Your Clio Grow Lead Capture Token (LCT)

What Gets Synced

• Top of the Lead: Client’s Name
• Middle: Message content + all unique intake responses
• Bottom: Phone Number and Email Address
• All leads appear in the Leads section of Clio Grow

Where to Find Your Leads

1. Log in to Clio Grow.
2. From the top left, click Leads, under the dashboard button.
3. Review and process your incoming leads.

Troubleshooting

Issue: Lead isn’t showing up Checklist:

• Was the call for a New Client?
• Is the Lead in the Ignored tab (accidentally moved)?
• Is the LCT accurate and up to date?
• Was the integration previously active but has since failed?

Still need help?

• Send us:
  • The Message ID(s) of missing leads
  • A screenshot of where you’re checking in Clio Grow
• We’ll validate everything in our system and confirm sync status

Tips for Best Results

• Avoid duplicate leads by limiting calendar triggers to just booking links (not both lead + appointment)
• Keep your LCT secure and current—request a new one if needed
• Ask your Law Firm admin to create workflows in Clio Grow to route new leads based on source (e.g., Answering Legal)