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Clio Grow Leads

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In Clio Grow, you can view leads coming in from third-party integrations, from any integrations that you built, and from appointments booked through your firm's Clio Scheduler booking link. When leads come in, you can review them before adding them as contacts and/or matters, or you can delete them.

Tip: The Leads tab separates leads received via marketing channels and via appointments. Appointments are generated from your appointment booking tool Clio Scheduler. Learn more about Clio Scheduler here.

Set up leads

To get started with receiving leads, you need to connect your Clio Grow account to a third-party integration using your unique lead capture token. When a lead is submitted to Clio Grow from a third-party source, the lead will be created in the Leads tab. Follow the steps below to access your Clio Grow lead capture token.

Note: If you create your own integration to connect to Clio Grow, you will need to use the API endpoint. Learn more in the section below.
  1. Go to Settings > Integrations.
  2. Scroll down to Lead capture.
  3. Under Lead capture token, click Copy.
  4. Use this token to connect your Clio Grow account to a third-party integration.

 

Enable lead notifications

You can choose to receive email notifications when a new lead is added to your account. To enable or disable this setting:

  1. Go to Settings > Personal.
  2. Scroll down to Notification settings.
  3. Check or uncheck the box for Email me when a new lead is added to the inbox.

 

Add, ignore, restore, and delete marketing leads

Marketing leads are leads added to your Clio Grow account through third-party marketing integrations or marketing channels. You can can intake a marketing lead by adding it as a contact only or use quick intake to add the lead as a contact and a matter, if the lead is a potential client. You can also ignore the lead. An ignored lead will go into an ignored state, where you can either restore the ignored lead or permanently delete all ignored leads.

Intake lead Ignore Restore Delete all
  1. Click Leads in the navigation menu and then select Marketing.
  2. Select the Untriaged subtab.
  3. Find the lead that you want to add as a contact.
  4. Click the Add lead dropdown and then select Add contact or Quick intake.
    • Add contact: The lead will be created as just a contact.
    • Quick intake: The lead will be created as a contact with a matter.

 

Add and delete appointment leads

Appointment leads are leads added to your Clio Grow account from appointments booked using your firm's Clio Scheduler booking link. When a prospective client books an appointment via Clio Scheduler, you can accept the appointment and add the lead as a contact with a matter, or you can delete the lead and cancel the appointment.

Add contact Delete and cancel appointment
  1. Click Leads in the navigation menu and then select Appointments.
  2. Find the lead that you want to add to your account.
  3. Click Add.
  4. Under Assign a Contact, click Select to add the suggested contact. You can also select an existing contact by clicking Didn't find the contact you're looking for?
  5. Under Assign a Matter, click Select to add the suggested matter. You can also select an existing matter by clicking Didn't find the matter you're looking for?
  6. Click Confirm.

 

Lead capture API endpoint

If you create your own integration, you can connect it to your Clio Grow account using Clio’s API endpoint, which lets you submit leads into Clio Grow via a web form or other source using a POST request in JSON format. The POST URL is:

https://eu.grow.clio.com/inbox_leads

There are five basic data fields, two URL/source parameters to track the source of the lead, and an API authorization token that connects the request to the appropriate user’s account in Clio Grow. See below for this information.

POST fields

  • First name (required)
  • Last name (required)
  • Email (optional)
  • Phone number (optional)
  • Message (required)

URL and source

These should be hidden fields on a web form and are both required:

  • Referral URL: intended to be the URL of the webpage where the lead was submitted. You can pass in some static text.
  • Source: intended to be the name of the service submitting the lead. This will be used to identify the source and distinguish it from any other integrations.

API token

This should be a hidden field if you are submitting the lead from a web form. It is by itself in the JSON object with the parameter name “inbox_lead_token.” Use your inbox token to connect the account.

Important: You need to add an “Accept” header of “application/JSON” to accept a JSON response. You should receive a 201-response message with the JSON parameters of the lead that was created in Clio Grow.

Note: All message field data will be created as a note in Clio Grow. You can add additional web form fields as part of the “from_message” by separating them using the straight slash symbol. For example: “from_message” : “field 1: | field 2: | field 3”,

 

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