Connecting Clio Grow to CallFront
CallFront sends every completed intake straight into Clio Grow as a new lead, so your team can pick up qualified matters without any manual copying. Connecting takes about a minute. Follow the steps below for either a brand-new agent or one you've already set up.
Setting up a new agent
1. Choose your agent. Pick the agent type that matches your practice area or use case.
2. Edit the details. Give your agent a name and adjust its settings to fit your firm.
3. Add knowledge base sources (optional). Point your agent at helpful references such as your website or help desk links so it can answer caller questions more accurately.
4. Connect to Clio Grow.
- Sign in with your Clio Grow credentials
- Authorize the connection to CallFront
- Click "Complete Setup" to complete the process
5. Publish your agent.
Once your agent is published, new leads will start flowing into Clio Grow automatically.
Connecting an existing agent
1. Click Edit on the agent you want to connect.
2. Go to the Integrations tab.
3. Sign in with your Clio Grow credentials.
4. Publish your agent.
That's it, you're connected! Every intake your agent completes will now appear as a new lead in Clio Grow.
Disconnecting Clio Grow
1. Click Edit on your agent and go to the Integrations tab.
2. Click Disconnect.
That's it, you've disconnected Clio Grow.
Once disconnected, your agent will stop sending new leads to Clio Grow.