The Clio Grow integration lets your OpenMic agents capture lead details from calls and submit them directly to your Clio Grow intake pipeline. After a call, the agent automatically sends the caller’s information as a new lead — no manual data entry needed.
Prerequisites
- An active Clio Grow account with a lead capture token.
- An OpenMic account with at least one agent created.
- Access to the OpenMic Dashboard.
Step 1: Connect Your Clio Grow Account
- Go to Integrations in your OpenMic Dashboard.
- Locate the Clio Grow card.
- Click Connect Clio Grow.
- Paste your lead capture token from Clio Grow.
You can find your lead capture token in your Clio Grow account under Settings → Integrations → Lead Capture.
- Navigate to Dashboard → Simple Agents.
- Select or create an agent.
- Open the Custom Functions tab.
- Click Add Function and select:
- Clio Grow Submit Lead — Capture and send lead details to Clio Grow
The tool automatically extracts the caller’s phone number, first name, last name, email, and a message from the conversation and submits it as a lead after the call.
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
Clio Grow Submit Lead
Captures lead details from the conversation and submits them to Clio Grow as a post-call action.
Automatically extracted: Phone number, first name, last name, email, and message/description. 
