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Law Firms

Does Voksha integrate with Clio Grow specifically, or just Clio Manage?

Avi NashVP of Growth

For Law Firms

Voksha's Clio integration, set up with Voksha support on Premium or Enterprise, is built around the intake and lead-capture workflow that Clio Grow is designed for: when a call comes in, the intake summary, including case type, contact details, qualifying answers, and any booked consultation, is added as a new lead record, which is the same object Clio Grow uses for intake pipeline tracking (New, Contacted, Consultation Scheduled, and so on). For firms using Clio Manage without Grow, the lead still comes in as a contact and matter-adjacent record so it's visible inside the platform your staff already works from daily, though firms running active intake pipelines get the most value from the Grow-specific stage tracking. This means a lead captured by Voksha at 11 p.m. on a Saturday shows up in Clio the same way a lead submitted through your website's contact form or Clio's own intake forms would, rather than existing only as an external notification your staff has to manually re-enter. For MyCase and PracticePanther firms, the equivalent setup applies: intake data lands as a new contact or lead in the system rather than requiring anyone to copy details from an email or text notification into the practice management software by hand. Voksha support sets up the connection with you during onboarding, and after that nobody on your staff has to copy intake details across by hand.

Voksha's Clio integration, set up with Voksha support on Premium or Enterprise, is built around the intake and lead-capture workflow that Clio Grow is designed for: when a call comes in, the intake summary, including case type, contact details, qualifying answers, and any booked consultation, is added as a new lead record, which is the same object Clio Grow uses for intake pipeline tracking (New, Contacted, Consultation Scheduled, and so on). For firms using Clio Manage without Grow, the lead still comes in as a contact and matter-adjacent record so it's visible inside the platform your staff already works from daily, though firms running active intake pipelines get the most value from the Grow-specific stage tracking. This means a lead captured by Voksha at 11 p.m. on a Saturday shows up in Clio the same way a lead submitted through your website's contact form or Clio's own intake forms would, rather than existing only as an external notification your staff has to manually re-enter. For MyCase and PracticePanther firms, the equivalent setup applies: intake data lands as a new contact or lead in the system rather than requiring anyone to copy details from an email or text notification into the practice management software by hand. Voksha support sets up the connection with you during onboarding, and after that nobody on your staff has to copy intake details across by hand.

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