Grow AI's website chat is a 24/7 AI-powered chat widget that you can add to your firm's website to engage with prospects even outside of business hours. It collects contact and case details, and—if the lead qualifies—can offer them the opportunity to book a consultation. The information collected via chat is sent directly to your Clio Grow lead inbox where Grow AI continues to assist by providing a chat summary and lead assessment to help you decide how to proceed.
Add the website chat tool to your website
The instructions for adding the website chat tool to your website depends on how your website is built.
Your website was built with Clio Grow
If your website was created using Clio Grow, you can add the website chat tool to it as follows:
- In Clio Grow, go to Settings > Website chat.
- In the Configuration section, toggle Add chat widget to your Clio Grow website to on.
Your website was built with another platform
To manually add the website chat tool to your existing website not created using Clio Grow, follow the instructions below.
- In Clio Grow, go to Settings > Website chat.
- In the Configuration section, click Add website.
- Paste your website URL, then click Save website.
- Click View embed code, then click Copy embed code.
- Log into your website builder or content management system.
- Paste the copied code into your website. Do not add the code more than once.
- If you built your pages from scratch, paste the code inside the
<body>tag, as high up in the page hierarchy as possible so the chat loads quickly. - If you use a content management system like WordPress, use your platform's existing functionality or extensions to add the code to your header.
- If you built your pages from scratch, paste the code inside the
- Preview your changes, then publish your website to enable the chat widget.
Once it has been added, learn how to Customize the website chat tool to suit your needs.
If you experience issues with setting up the Website chat tool, refer to the troubleshooting guide below.
Your website runs on WordPress
- In Clio Grow, go to Settings > Website chat.
- In the Configuration section, select the Clio Grow WordPress plugin, then click Add plugin.
- Install the plugin in WordPress.
- In WordPress, go to the plugin and click Settings.
- Add your domain, then click Save settings.
If you experience any issues, refer to the troubleshooting guide below.
Customize the website chat tool
To customize the information your website chat collects from prospective clients, follow these steps:
- In Clio Grow, go to Settings > Website chat.
- In the Information collected section, use the checkboxes to select which basic details the chat collects from prospective clients.
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Also in the Information collected section, add the service area(s) you want the chat tool to gather information about from a prospective client.
- Click Add service area to add the legal services you want the chat to ask about.
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In the modal, select the Practice area category and Service area, and add a Lead-friendly label.
Note: The lead-friendly label appears at the top of your chat when a prospective client opens it. Use a label that clearly reflects the legal services your firm provides.
- Click Add service area.
Repeat for each service area.
- For each service area, expand it and click Collect additional details to select any additional information you want to gather.
You can also use the delete (bin) icon next to a service area to remove it from the chat, or the edit (pencil) icon to choose a different Practice area category, Service area, and Lead-friendly label.
To customize the answers your website chat provides to prospective clients, follow these steps:
- In Clio Grow, go to Settings > Website chat.
- Under Frequently asked questions, click Update questions.
- To edit an existing question, click the edit button, make your changes, then click Save.
- To add a new question, click Add questions.
Set up Google Analytics for website chat
To track how leads are using your website chat, you can connect a Google Analytics integration. This lets you measure lead attribution from chat interactions and, if you run Google Ads, connect leads back to your ad spend.
Note: Ad blockers may prevent events from being sent to Google Analytics.
- In Clio Grow, go to Settings > Website chat.
- In the Google Analytics integration section, click Add integration.
- Fill in the modal. Refer to Google's documentation to find your Measurement ID and API secret.
- Click Save integration.
Once connected, the following events are tracked in Google Analytics:
- chatStarted: Triggered when a visitor initiates a conversation with the website chat.
- chatLead: Triggered when a Clio Grow lead is created from the website chat. If you run Google Ads, this event automatically connects the lead back to the originating ad click.
To edit the integration:
- In Clio Grow, go to Settings > Website chat.
- In the Google Analytics integration section, click the edit (pencil) icon.
- Update the details, then click Save integration.
Troubleshoot the website chat tool
Important: GoDaddy's website builder does not allow header editing and cannot be used with the Grow AI website chat tool.
Chat does not appear on the website
This is typically caused by one of the following:
Your browser has cached an older version of the page. Hard refresh your browser to reload the latest version:
- Windows or Linux: Ctrl + Shift + R
- Mac: Cmd + Shift + R
Your server needs time to rebuild updated pages. Wait a few minutes, or clear the cache on your server. Search "Clear cache [your content management tool]" for platform-specific instructions.
Chat icon overlaps another element on the page
Use the zIndex property in the embed code to control layering. In the copied code, find:
script.onload = function GrowChatbotInit() { GrowChatbot.init({ growSubdomain: growSubdomain });Add the zIndex parameter, for example:
script.onload = function GrowChatbotInit() { GrowChatbot.init({ growSubdomain: growSubdomain, zIndex: "5" });A higher zIndex value places the element in front of others. Adjust the value as needed.