Clio Grow Website Chat

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.

Installing the Clio Grow Website Chat plugin can be done either by searching for Clio Grow via the Plugins > Add New screen in your WordPress dashboard, or by using the following steps:

1. Download the plugin via WordPress.org
2. Upload the ZIP file through the Plugins > Add New > Upload screen in your WordPress dashboard
3. Activate the plugin through the Plugins menu in WordPress

1.0.0

• 2026-02-20
• Initial release