Grow AI assists with your lead intake process by analyzing incoming leads, producing fit assessments, and helping you prioritize which leads to pursue. You can also set a monthly hiring target to manage your workload and control your Grow AI costs. This article covers how hiring targets and billing work together, and how to use Grow AI's intake features.
Set a hiring target
Grow AI is billed based on usage — each matter your firm hires that Grow AI assisted with counts as one billable unit, charged after the fact. You can set a monthly hiring target to help manage both your workload and your costs. Once you reach your target, Grow AI pauses your website chat and stops offering suggestions that push for hiring additional matters. When your next billing cycle begins, Grow AI resumes automatically.
Important: A hiring target is not a billing cap. Matters already in your pipeline that Grow AI assisted with may still be hired and charged after your target is reached.
To set your hiring target:
- In Clio Grow, go to Settings > Subscription.
- Click Set hiring target.
- Enter your target number of matters per month.
- Click Save target.
Your Grow AI panel will show a summary of your current performance relative to your target.
To edit your hiring target:
- In Clio Grow, go to Settings > Subscription.
- Click the edit (pencil) icon next to your current target.
- Update the target amount.
- Click Save target.
Understand Grow AI billing
Your Grow AI charges appear on your Clio invoice in one of two ways:
- Billing threshold invoice: Clio sets a billing threshold — a dollar amount of unbilled Grow AI usage. When your accrued usage reaches this threshold within your billing cycle, an invoice is automatically generated for that amount and your usage tracking resets to zero.
- Regular billing cycle invoice: Any usage not already captured by a threshold invoice is included on your regular Clio bill date, alongside your standard subscription fees. Your usage tracking resets to zero at the start of each new billing cycle.
Note: The billing threshold is set by Clio and may vary by region and currency. Contact Clio's support team if you have questions about your threshold. If you cancel your Clio Grow subscription, any unbilled Grow AI usage at the time of cancellation will be invoiced immediately.
Consider a customer on a monthly billing cycle (Jan 15 – Feb 14) with a $1,000 billing threshold:
- On Jan 25, the customer's accrued Grow AI usage reaches $1,000. An invoice for $1,000 is generated immediately and their usage tracking resets to zero.
- Between Jan 25 and Feb 14, the customer accrues an additional $500 in Grow AI usage.
- On Feb 14, the $500 is included on the same invoice as their regular subscription fees. Their usage tracking resets to zero for the new billing cycle.
Up Next
- When a lead arrives in your Clio Grow inbox, Grow AI automatically analyzes the details and produces a fit assessment. Learn more about how to Use Grow AI to assist with lead intake.