How to Connect Your Clio Grow Account to

Crystal Field Updated by Crystal Field

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, receptionists can add new leads and post-call summary notes to your Clio Grow Inbox instantly after every receptionist call.

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 receptionist'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 (or your paralegal's)!

How to enable the Clio Grow integration with

(The directions below assume you have an active Clio Grow account. If you don't have one, go get one, and then return to these directions!)

  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.
  1. Send your Inbox Token to us in an email to with the subject line "Clio Grow integration." We can typically link your Clio Grow and accounts in just a few business days.
Please note: Each plan includes one free integration. CRM integrations are not available for Essential plans. View current pricing.

Want to integrate with your primary Clio (Law Practice Management Software) account?

If you use Clio as your practice management software, follow these directions to link your Clio account to

Questions? Contact us!

If you're already a client and need help, please email us at or call us at (650) 727-6484 for assistance.

If you're not yet a client, please schedule a free consultation to get started with our virtual receptionist services or email us at We'll help you select the best plan to match your business’s growth goals and budget.

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