Connect Clio
Pull intake leads from Clio Grow into VerdictFlow so you can refer them out, and push incoming referrals back into Clio Manage as matters with the agreement attached.
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
- Open Settings → Integrations and find Clio.
- Click Connect. You'll be redirected to Clio to sign in.
- Approve the permissions (VerdictFlow only requests what it needs — contacts, matters, and documents).
- You're returned to VerdictFlow's setup wizard.
Configure each direction
The wizard walks you through both directions:
Incoming (Clio Grow → VerdictFlow)
- Pick which Grow intake forms or pipelines should sync.
- Map Grow case types to VerdictFlow case types so reporting stays clean.
Outgoing (VerdictFlow → Clio Grow or Clio Manage)
- Destination — Clio Grow (intake), Clio Manage (matters), or both.
- Default Clio user — who should own newly pushed records.
- Trigger status — which lead status causes a push (usually Retained on an incoming referral).
- Field mapping — line up VerdictFlow lead fields with the corresponding Clio fields.
- 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.

