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.
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.
- Go to Settings > Integrations.
- Scroll down to Lead capture.
- Under Lead capture token, click Copy.
- 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:
- Go to Settings > Personal.
- Scroll down to Notification settings.
- 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.
- Click Leads in the navigation menu and then select Marketing.
- Select the Untriaged subtab.
- Find the lead that you want to add as a contact.
- 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.
- Click Leads in the navigation menu and then select Marketing.
- Select the Untriaged subtab.
- Find the lead that you want to ignore.
- Click Ignore.
- Click Leads in the navigation menu and then select Marketing.
- Select the Ignored subtab.
- Find the lead that you want to restore.
- Click Restore.
- Once restored, the lead will go back to the Untriaged tab, where you can add intake the lead or ignore the lead again.
- Click Leads in the navigation menu and then select Marketing.
- Select the Ignored subtab.
- Click Delete All to delete all ignored leads.
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.
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Click Leads in the navigation menu and then select Appointments.
- Find the lead that you want to add to your account.
- Click Add.
- 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?
- 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?
- Click Confirm.
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Click Leads in the navigation menu and then select Appointments.
- Find the lead that you want to delete.
- Click Delete intake and cancel appointment.
- Click Delete to confirm the action.
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. Our Developer Documentation provides everything you need to know about using the Lead Inbox API Endpoint.