Get Better: Capture Every Lead with Clio Grow

Session details

Recommended: complete Get Started: New Client Intake before attending this session.

This session is designed for firms who have Grow AI added to their product suite, or are interested in adding it (Grow AI is not included by default).

In this session, we’ll show you how to activate Grow AI across your website, phone, and email so no lead slips through the cracks, then triage and move your best-fit leads forward from the Lead Inbox.

In under an hour, you’ll learn how to:

• Set up website chat, voice agent, and email intake
• Customize intake criteria so AI qualifies leads for your firm
• Triage leads using AI summaries and fit assessments
• Automate next steps with pipeline automation

This session includes a 45-minute training followed by a 15-minute Q&A with our live training team.