Intake on the call. Lead in Clio Grow.
For firms on Clio Grow, qualified Niche leads POST into the Grow inbox: name, phone, matter notes, conversation link, source tagged NicheAndLeads — so intake isn't a voicemail dump.
What syncs, and when
No CSVs. No nightly cron.
Live, bidirectional, idempotent. Niche reads what it needs from Clio and writes back at the right moment in the conversation.
- Inbox lead (name, phone, notes) Out On qualified lead
- Conversation link Out On push
- Source: NicheAndLeads Out On push
What it actually does
Five things only happen when Niche talks to Clio.
Grow inbox, not a mystery CSV
Each qualified lead becomes a Clio Grow inbox_lead with first/last name, phone, the job/matter summary, and a URL back to the Niche conversation.
Wired per firm
Clio is enabled for the businesses that use Grow. Setup is a Niche config — not a public OAuth marketplace card like GHL.
Legal intake language
The payload is intake-shaped (who called, what happened, how to reach them). Staff open Grow and see the same facts the AI already collected.
Setup
Live in 30 minutes.
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Step 01
Confirm Grow is your intake
This path writes Clio Grow inbox leads, not Clio Manage matters by default.
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Step 02
Ask Niche to enable the firm
We map your Niche business to the Grow inbox token. There's no self-serve Connect button today.
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Step 03
Qualify a test lead
Run one intake and confirm the card appears in Grow with phone + conversation link.
Popular with
Shops on Clio that run on Niche.
FAQ
Questions people on Clio ask.
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Clio Grow or Clio Manage?
The native push is Clio Grow inbox leads. Matter/file creation in Manage is a different workflow if you need it later.
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Can I connect it myself in App Marketplace?
Not as a self-serve OAuth card. Niche enables Clio on the businesses that should receive Grow leads. Email support if your firm isn't on the list yet.
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