VerdictFlow
Get a Clio product walkthrough. Request a demo.
Key benefits for your firm
-
Automate referral routing
Automatically route qualified leads to the right partner firm using smart rules with cascading fallback. Stop losing referral revenue to manual processes and recover an estimated $94,000+ per year. -
Seamless Clio sync
Push leads directly into Clio Manage as contacts and matters, or sync with Clio Grow’s intake inbox. Bidirectional status updates via webhooks keep both systems in sync automatically with no double entry. -
Smart intake forms and e-signatures
Build custom intake forms with conditional logic, file uploads, and e-signatures. Leads flow directly into your pipeline and can be converted to Clio contacts and matters with one click.
How VerdictFlow works with Clio
-
Syncs leads and referrals directly into Clio Manage as contacts and matters
When a law firm accepts a referral or converts a qualified lead in VerdictFlow, a contact and matter are automatically created in Clio Manage with practice area, responsible attorney, and referral tracking fields mapped. Bidirectional webhooks keep matter statuses in sync between Clio and VerdictFlow, so when a case status changes in Clio (e.g., settled or closed), VerdictFlow updates automatically. Firms can also configure custom status mappings to match their specific Clio workflow. For Clio Grow users, VerdictFlow syncs leads into the Grow intake inbox and supports custom actions for seamless lead processing.
Browse by category
Helpful resources
-
Getting Set Up
Get a demo here.
-
Security and Privacy Policy
-
Additional Support
Email for support: [email protected]