Clio Grow Website Chat

وضاحت

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.

External services

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 (https://grow.clio.com/chat/grow-embed.js). 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):

انسٽاليشن

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

FAQ

How does this plugin work?

This plugin embeds a chat widget on your WordPress website or blog. Grow AI’s website chat is an efficient, 24/7 self-service option for new client engagement and intake that you can incorporate on your firm’s website. The chat tool can collect essential preliminary information from prospective clients, ensuring your team has the necessary details before any direct consultation. The information is funnelled into your lead intake process 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. For more information, visit https://www.clio.com/web/grow-ai-help/

Who is this plugin for?

Clio Grow is built exclusively for law firms, and this plugin is intended to be used solely by customers of the Clio Grow CRM and client intake software.

Can I use this plugin without using Clio Grow?

No, you must be a Clio Grow user to use the plugin.

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لاگ تبدیل ڪريو

1.0.0

  • 2026-02-20
  • Initial release