tripgrass

Lead-to-Clio provides a contact form of first name, last name, phone number and email that integrates with the Clio Online Legal Practice Management Software. If the user has authorized Lead-to-Clio to access the user’s Clio account, when a prospective client submits their contact info on the form a new Contact entry is created in Clio, a new task entry is created in Clio and a notification email is sent to the Clio users. 
 A few notes about the sections above:

Contributors: tripgrass

Lead-to-Clio integrates your Wordpress Blog with your Clio Account - automatically creating tasks and contacts for new leads.

cliogrow

Clio Grow is marketing and client intake software built for law firms. Clio Grow helps law firms drive growth and brings structure and automation to client intake. It centralizes lead management and uses built-in tools to engage potential clients, capture key information, secure e-signatures, and move matters forward efficiently.
The Clio Grow Website Chat plugin for WordPress allows law firms who use Clio Grow to embed an intake chatbot on their website or blog. Grow AI’s website chat provides a 24/7 self-serve intake channel directly on your firm’s website. It gathers essential details from potential clients, ensuring your team has the necessary information before a consultation. The information flows automatically into your lead intake workflow where Grow AI continues to assist you by providing summary information and key details about leads so that you can make informed decisions about which leads to accept or refer to another firm. This feature streamlines your intake process, improving efficiency and ensuring consistency in data collection. Visit https://www.clio.com/web/grow-ai-help/ for more information.
Note: This is a beta feature that is presently available to select customers only.
<h3>External services</h3>
This plugin connects to the Clio Grow service to load and display an AI-powered intake chatbot widget on your WordPress website.
When a page loads on your website, the plugin fetches a JavaScript embed script from Clio Grow’s servers (<code>https://grow.clio.com/chat/grow-embed.js</code>). This script renders the chat widget using the Grow subdomain URL you configure in the plugin settings. When a visitor interacts with the chat widget, the conversation data (messages, contact details provided by the visitor) is sent to and processed by Clio Grow’s servers.
This service is provided by Themis Solutions, Inc. (Clio):
<ul>
<li><a href="https://www.clio.com/tos/" rel="nofollow ugc">Terms of Service</a></li>
<li><a href="https://www.clio.com/privacy/" rel="nofollow ugc">Privacy Policy</a></li>
</ul>

Clio Grow Website Chat

The Clio Grow Website Chat plugin allows law firms using Clio Grow to add an AI-powered intake chatbot directly to their WordPress website.

Contributors: tripgrass vs Clio Grow Website Chat