> ## Documentation Index
> Fetch the complete documentation index at: https://docs.openmic.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Clio Grow Integration

> Connect your OpenMic assistant to Clio Grow to capture and submit leads from live calls directly into your intake pipeline.

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

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**.

***

## Step 1: Connect Your Clio Grow Account

1. Go to **Integrations** in your [OpenMic Dashboard](https://app.openmic.ai).
2. Locate the **Clio Grow** card.
3. Click **Connect Clio Grow**.
4. Paste your **lead capture token** from Clio Grow.

<Note>
  You can find your lead capture token in your Clio Grow account under **Settings → Integrations → Lead Capture**.
</Note>

***

## 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

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.

***

## Step 3: Configure Your System Prompt

```text theme={null}
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
```

***

## Available Tools

### 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.