Answering Legal + Clio Grow
Clio Grow’s intake management system can now integrate with Answering Legal! Clio Grow allows law firms to build websites, book consultations, and automate client intake, all of which make it much easier to run the business side of a law firm.
Now, with the Answering Legal and Clio Grow integration, you can:
View All Your Leads In One Place
Whether a lead comes to your firm over the phone or through an online portal, you’ll be able to see all of that information in one unified platform, making it easier than ever to track and capture new leads! The legal intakes Answering Legal’s virtual receptionists take on behalf of your firm will be included in each lead, meaning you can easily see which leads are right for your firm.
Easily Add New Leads To Your Matters Pipelines
Once a lead becomes a client, you can add that lead to a matter to begin tracking their case in just a few clicks! Your phone lines will be integrated with Clio Grow, meaning you won’t need to translate information gathered by our virtual receptionists into your lead tracking system.
Bring Your Phone Systems And Your Legal Intake Management Together
Once Answering Legal is integrated into your Clio Grow platform, it’ll be easier than ever to secure inbound phone leads. Every legal intake our virtual receptionists perform will be sent to your Leads inbox, allowing you to know with just a glance everything you need to know to make sure those leads become clients.
How To Set Up Your Clio Grow Integration
We build each of our customers’ services to their specifications, so we’re always happy to add an integration with the other software that makes your legal life easier.
If you’re a new Answering Legal customer, we have good news: your integrations will be available during your free trial! During your signup phone call, simply let our white-glove setup team know you want an integration with your Clio Grow account and we’ll set it up for you.
If you already use Answering Legal, Use the calendar below to schedule an integration consultation!