Leads in Clio Grow are categorized and appear in the Leads tab for review and action. They are processed based on their sources: marketing leads or appointment leads. Marketing leads can come from third-party integrations (i.e., Google's Local Services Ads for Clio), your firm’s website connected via the Grow API endpoint, or your firm’s Clio Website.
Set up marketing leads
To start receiving leads, connect your Clio Grow account to a third-party integration using your unique lead capture token. Leads submitted from a third-party source are created in the Leads tab. Follow these steps to access your 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, marketing channels (i.e., Google’s Local Services Ads for Clio), and your Clio Website. You can find marketing leads in the Leads inbox from the left navigation panel. You can intake a marketing lead by adding it as a contact only, or use Quick Intake to add the lead as both 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.
Tip: If you signed up for Google's Local Services Ads for Clio, you can also dispute leads and view disputed leads. Learn more here.
- 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 Accept dropdown and then select Add contact or Quick Intake.
- Add contact: Fill out the contact details and create the contact.
- Quick Intake: Fill out the contact and matter details in the form, then create the matter along with the contact. You can also do a conflict check. Learn more about conflict checks.
- Click Leads in the navigation menu and then select Marketing.
- Select the Untriaged subtab.
- Find the lead that you want to ignore.
- Click the Remove dropdown.
- Select Ignore or Mark as spam.
- 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 return to the Untriaged tab, where you can add 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 either accept the appointment and add the lead as a contact with a matter or delete the lead and cancel the appointment.
- Click Leads in the navigation menu and then select Appointments.
- Find the lead that you want to add to your account.
- Click Accept.
- Under Assign a contact, select an existing contact by clicking Find an existing contact, or create a new one by clicking Create a new contact.
- Under Assign a matter, select an existing matter by clicking Find an existing matter, or create a new one by clicking Create a new matter.
- Click Confirm.
- Check the contact and matter details in the form, then click Create matter or Save and run conflict check to run a conflict check. Learn more about conflict checks.
- Click Leads in the navigation menu and then select Appointments.
- Find the lead that you want to delete.
- Click Ignore lead 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.