Clio Grow + AnswerConnect.

Clio Grow is Clio's client intake and legal CRM software. It helps law firms capture leads, manage their intake pipeline, automate client follow-up, send online intake forms, collect e-signatures, and track where new clients are coming from — all from one platform. It works as a standalone product and integrates seamlessly with Clio Manage for firms that use both.

No. Clio Grow and Clio Manage are separate products. This integration connects AnswerConnect specifically with Clio Grow — meaning call leads land in your Lead Inbox and Matter Pipeline, where intake is managed. If your firm uses both Clio Grow and Clio Manage, data flows between the two platforms as usual once a prospect is retained.

Yes. You'll need an active Clio Grow account and an AnswerConnect account. No additional tools are required.

When your AnswerConnect receptionist handles a call, the caller's name, phone number, and intake notes are passed directly to Clio Grow as a new lead record.

Yes. We'll work with you to ensure our receptionists gather the intake details that matter to your firm — practice area, nature of the enquiry, urgency, and any other information you want captured before a lead enters your pipeline.

Currently, the integration is one-way—from AnswerConnect to Clio Grow.

In your AnswerConnect app, go to Integrations, and choose Clio Grow. Enter your credentials, and the connection is live. Our support team is on hand if you need any help.