In Clio Grow, you can view leads coming in from third-party integrations, including marketing channels such as Google's Local Services Ads for Clio, 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.
With lead sources, you can keep track of how a prospective client or new client found your firm and measure the effectiveness of your lead sources and marketing efforts. You can also add referral relationships if a contact referred the prospective client.
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 leads
When you receive a new lead, you can create a contact, use quick intake to create a contact and matter if the lead is a potential client, ignore the lead if it is a marketing lead, or delete the lead and cancel the booked appointment if the lead booked using Clio Scheduler. If you ignore the lead, it will go into a hidden or ignored state. You can either restore the ignored lead or permanently delete it.
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.
Marketing
If a lead was added to your Clio Grow account through a third-party marketing integration or any marketing channels, you can add the lead as a contact, ignore the lead, restore an 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 and a matter.
- Click Leads in the navigation menu and then select Marketing.
- 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.
- Click Leads in the navigation menu and then select Marketing.
- Select the Ignored subtab.
- Click Delete All to delete all ignored leads.
Appointments
If a lead was added to your Clio Grow account from your firm's Clio Scheduler booking link, you can accept the appointment and add the lead as a contact with a matter or 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 using a POST request in JSON format.
There are five basic data fields, two URL/source parameters to track the source of the lead, and an API authorization token that connects the request to the appropriate user’s account in Clio Grow. See below for this information.
POST fields
- First name (required)
- Last name (required)
- Email (optional)
- Phone number (optional)
- Message (required)
URL and source
These should be hidden fields on a web form and are both required:
- Referral URL: intended to be the URL of the webpage where the lead was submitted. You can pass in some static text.
- Source: intended to be the name of the service submitting the lead. This will be used to identify the source and distinguish it from any other integrations.
API token
This should be a hidden field if you are submitting the lead from a web form. It is by itself in the JSON object with the parameter name “inbox_lead_token.” Use your inbox token to connect the account.
Important: You need to add an “Accept” header of “application/JSON” to accept a JSON response. You should receive a 201-response message with the JSON parameters of the lead that was created in Clio Grow.
Note: All message field data will be created as a note in Clio Grow. You can add additional web form fields as part of the “from_message” by separating them using the straight slash symbol. For example: “from_message” : “field 1: | field 2: | field 3”,
Create and manage lead sources
Lead sources help you to track how prospective clients find your firm, allowing you to understand the performance of each source and the effectiveness of your marketing efforts. You can also add referral relationships if a contact referred the prospective client. Once a lead source is created, you can add it to a contact when creating the contact or when using quick intake. You can also change a contact’s lead source at any time in main Contacts overview page or when viewing a single contact’s page.
- Go to Settings > Contacts > Lead Sources.
- Click New Source.
- Name the lead source.
- Click Create Source.
- Go to Settings > Contacts > Lead Sources.
- Click Edit.
- Rename the lead source.
- Click Create Source.
- Go to Settings > Contacts > Lead Sources.
- Click Delete.
- Click OK.
