Formerly Lexicata, Clio Grow’s intake management tool is designed to help law firms build stronger relationships with prospective clients. This integration allows for Abby Connect to send call information from prospective (new) clients into your Clio Grow Lead Inbox for tracking, follow-up and to help begin the full intake through their system.
The integration is limited to the 4 fields Clio Grow allows Abby Connect access to post to. You may still use other additional fields in your Abby Connect New Client Call Form that you receive via email/text, but they will not pass into your Lead Inbox.
Works With: New Client Call Forms
Fields Passed: Name, Email, Phone Number, Call Regarding/Message