Clio Grow is the newest addition to Clio, a popular choice for legal practice management software. With Clio Grow you can capture, qualify, and convert new potential clients for your law practice. With this integration, the Smith.ai Voice Assistant can add new leads and post-call summary notes to your Clio Grow Inbox instantly after every Voice Assistant call.
Jump to:
- How the integration works
- How to enable the Clio Grow integration with the Smith.ai Voice Assistant
- If you also use Clio Manage
- Questions? Contact us!
How the integration works
When a call is completed, you'll see messages that look something like this in your Inbox:
From your Inbox, you can choose to:
- Add the new lead as a contact,
- Complete quick intake for the caller, or
- Ignore it
Whatever next action you choose, the primary benefit of the instant addition of the new caller's info and the Voice Assistant's call summary to Clio Grow is that you don't have extra items on your "to do" list to manually add all new leads who called your law practice each day — their data is automatically logged in your intake software. It's just one less admin task on your plate!
How to enable the Clio Grow integration with the Smith.ai Voice Assistant
1. Open a new browser window, log in to Clio Grow, and copy your Inbox Token, which can be found under Integrations, within the Settings menu.
2. Send your Inbox Token to us in an email to support@smith.ai with the subject line "Clio Grow integration." We can typically link your Clio Grow and Smith.ai Voice Assistant accounts in just a few business days.
If you also use Clio Manage
Please click here if you would like to enable the Clio Manage integration as well!
Once you have enabled both integrations, we can segment your callers by type, sending some to Grow and others to Manage.
Email us your preferences to support@smith.ai to let us know which caller types to send to which system, for example:
- Existing client - Clio Manage
- New lead - Clio Grow
- Other- Clio Grow
Note: If you don’t let us know how to route specific types of callers, all callers will go into Clio Manage by default.
Questions? Contact us!
- If you're already a Smith.ai client and need help, please email us at support@smith.ai or call us at (650) 727-6484 for assistance.
- If you're not yet a Smith.ai client, please click here to get started with our Voice Assistant services or email us at sales@smith.ai. We'll help you select the best plan to match your business’s growth goals and budget.
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