You can ask for help reviewing new leads and moving them through intake from anywhere in Clio. In the top right, click the Clio icon in your header bar to open the prompt panel, or ask in a Clio Work conversation. You can also use the prompt box at the top of the Today page. Then use natural language to describe what you want.
This article provides suggested prompts, and links to the manual steps so you can see how leads, intake forms, and your pipeline are organized.
Important: This article describes unified Clio. Unified Clio is available to firms in stages, so your account may still use the old experience. To switch to the old experience, open the user menu. Then select Switch to the old experience. Your data and settings are the same in both experiences.
Tip: The more you know about how your intake process is set up, including your intake forms, appointment types, and pipeline statuses, the more precisely you can ask. Each section links to the manual steps.
Review and respond to new leads
Ask to see the leads waiting for review, then ask for each one to be accepted or ignored. Accepting a lead creates or links a contact, and can create a matter for you to continue with.
- Review leads example: Show me every lead waiting for review, with the person's name, their message, and how long they have been waiting.
- Accept lead example: Accept the lead from Maria Lopez and create a matter for her.
- Ignore lead example: Ignore the lead from Daniel Reyes, which is a sales inquiry.
- Add lead example: Create a lead for Maria Lopez, phone 604-555-0142, who called asking about a custody modification.
If you do not provide sufficient details, Clio may automatically assign a logical option, or it may ask follow-up questions. When Clio has all the details, you can provide your approval once for the single request, approve that Clio takes action anytime you prompt in the particular conversation, or reject it to start again.
To understand how leads arrive and what each option does, see Manage Leads in Clio Grow. To create a contact manually, see Create Contacts in Clio Grow.
Complete related tasks manually
- Restore an ignored lead: Bring back a lead you removed.
- Use Grow AI to assist with lead intake: See how Grow AI helps assess a new lead.
Send intake forms and appointment invitations
Ask for an intake form to be sent to a lead, with a short cover email. You can also ask for an invitation that lets the lead pick a time to book. Clio asks for your approval before anything is sent to a lead.
- Send form example: Send our standard intake form to Maria Lopez with a short cover email thanking her for reaching out.
- Send invitation example: Send an appointment invitation to every lead whose intake form is complete and who has no consultation booked.
- Read answers example: Read the intake form Maria Lopez submitted and list her answers.
If you do not provide sufficient details, Clio may automatically assign a logical option, or it may ask follow-up questions. When Clio has all the details, you can provide your approval once for the single request, approve that Clio takes action anytime you prompt in the particular conversation, or reject it to start again.
To see how forms are sent, followed up on, and reviewed, see Send, View, and Manage Intake Forms. To see how appointments work, see Clio Scheduler.
Complete related tasks manually
- Follow up on pending intake forms: Set a due date, send a reminder, or resend a form.
- View and download a submitted form: Open a completed form.
- Cancel a booked appointment: Remove an appointment a lead has booked.
Keep matters moving through your pipeline
Ask for a matter to move to its next status, for a note or task to be added, for a checklist to be assigned, or for a template email to be sent to a contact.
- Update status example: Move Maria Lopez's matter to the Consultation Complete status and add a note with today's date.
- Follow up example: Find matters that have been in the Intake stage for more than 7 days without an update and send the "Follow-up" email template to each contact.
- Assign checklist example: Assign the New Client Onboarding checklist to Maria Lopez's matter and tell me which emails it will schedule.
- Update contact example: Read the intake form Maria Lopez submitted and show me the contact details you would update, with the current value next to each new one.
If you do not provide sufficient details, Clio may automatically assign a logical option, or it may ask follow-up questions. When Clio has all the details, you can provide your approval once for the single request, approve that Clio takes action anytime you prompt in the particular conversation, or reject it to start again.
To understand how your pipeline, tasks, and checklists are set up, see Clio Grow Pipeline and Clio Grow Tasks and Checklists. For the emails you can send during intake, see Send Emails During Intake.
Complete related tasks manually
- Get Started With e-Signatures: Send a document for signature.
- Request Payments in Clio Grow: Ask a client for a payment.
- Convert Matters: Move a matter from intake into Clio Manage.
Up next
- Get Started with Grow AI: See how Grow AI helps assess and respond to new leads.
- Clio Grow Automated Workflows: Set up rules that follow up on leads automatically.
- Create and Update Matters and Contacts using Clio's AI features: Open and update matters and contacts once a lead becomes a client.