Connect Clio

The Clio integration covers both halves of the referral flow. Intakes sitting in Clio Grow can be pulled into VerdictFlow so you can refer them out to partners; referrals coming in from your network can be pushed straight into Clio Manage as new matters so your team never leaves the system they already know.

Incoming — Clio Grow leads, ready to refer out

When you connect Clio Grow, VerdictFlow pulls your Grow intakes into the lead pipeline. From there:

• They get the same routing, status, and assignment rules as leads from any other source.
• You can refer them out manually or via auto-routing rules.
• Reporting attributes them back to Grow as the source so you can measure intake channel performance.

Use this when your firm uses Grow for intake but wants a single referral pipeline for everything that you decide not to handle in-house.

Outgoing — push incoming referrals into Clio Grow or Clio Manage

When another firm refers a case to you through VerdictFlow and you accept it, the outgoing direction kicks in. You pick where it lands based on how your firm works:

• If you intake in Clio Grow (and qualify cases there before promoting them to a matter), push incoming referrals into Clio Grow as a new intake. Your team works it through their normal Grow pipeline.
• If you skip the intake step and want the referral to become a matter immediately, push it into Clio Manage as a new matter.
• If you use both, configure Grow as the default and let your Manage workflow take over once the case is qualified.

In either destination:

• Contact details, case description, and any custom fields you've mapped are populated.
• The fee-sharing agreement (if one was generated) is attached as a document.
• Any client-uploaded files from the intake form come along.
• The record is owned by your default Clio user, or whoever your routing rule assigns.

Your team opens Clio in the morning and the new referral is already there — no manual handoff, no re-typing.

How to connect

1. Open Settings → Integrations and find Clio.
2. Click Connect. You'll be redirected to Clio to sign in.
3. Approve the permissions (VerdictFlow only requests what it needs — contacts, matters, and documents).
4. You're returned to VerdictFlow's setup wizard.

Configure each direction

The wizard walks you through both directions:

Incoming (Clio Grow → VerdictFlow)

1. Pick which Grow intake forms or pipelines should sync.
2. Map Grow case types to VerdictFlow case types so reporting stays clean.

Outgoing (VerdictFlow → Clio Grow or Clio Manage)

1. Destination — Clio Grow (intake), Clio Manage (matters), or both.
2. Default Clio user — who should own newly pushed records.
3. Trigger status — which lead status causes a push (usually Retained on an incoming referral).
4. Field mapping — line up VerdictFlow lead fields with the corresponding Clio fields.
5. Document handling — confirm that fee agreements and intake documents should attach.

Privacy and security

• Authentication uses Clio's OAuth — VerdictFlow never sees or stores your Clio password.
• Disconnect at any time from Settings → Integrations. Existing matters in Clio are unaffected; new sync events just stop.

Next steps

• Sending referrals — see what gets pushed when an outgoing referral lands.
• Receiving referrals — what your team sees before it pushes to Clio.
• Fee-sharing agreements — the documents that attach to the Clio matter.