Clio Grow Integration

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Prerequisites

1. An active Clio Grow account with a lead capture token.
2. An OpenMic account with at least one agent created.
3. Access to the OpenMic Dashboard.

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Step 1: Connect Your Clio Grow Account

1. Go to Integrations in your OpenMic Dashboard.
2. Locate the Clio Grow card.
3. Click Connect Clio Grow.
4. Paste your lead capture token from Clio Grow.

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Step 2: Add Clio Grow Tools to an Agent

1. Navigate to Dashboard → Simple Agents.
2. Select or create an agent.
3. Open the Custom Functions tab.
4. Click Add Function and select:
   • Clio Grow Submit Lead — Capture and send lead details to Clio Grow

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Step 3: Configure Your System Prompt

You are an intake assistant for [Your Law Firm]. Your role is to collect caller information and submit it as a new lead.

Your Approach:
Greet the caller warmly. Collect their first name, last name, email address, and a brief description of their legal matter. Once you have all the details, submit the lead using `submit_cliogrow_lead`.

Key Rules:
- Always collect first name, last name, and email
- Ask about the nature of their legal matter for the lead message
- Confirm all details before submitting

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Available Tools

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Clio Grow Submit Lead