# Clio

Send each new caller to your Clio Grow lead inbox with an HTTP request, or create the contact and matter in Clio Manage with Zapier.

Updated Nov 3, 2026. Source: https://smallbusinesschatbot.com/docs/integrations/legal/clio

- **Clio Grow:** an HTTP request from a workflow, with your lead inbox token
- **Clio Manage:** Zapier, with the Small Business Chatbot app's triggers
- **Time to set up:** About twenty minutes

## What this does

When the AI receptionist finishes a call or a chat, the caller's details and the summary go to Clio. There are two routes, one for each Clio product:

| You use | Route | What it creates |
|---|---|---|
| Clio Grow | A workflow's [HTTP Request](https://smallbusinesschatbot.com/docs/workflows/steps/http-request) step posts to Clio Grow's lead inbox | A new lead in your Clio Grow inbox, with the summary as its message |
| Clio Manage | A [Zap](https://smallbusinesschatbot.com/docs/integrations/automation/zapier) with Clio's own Zapier actions | A person contact, and a matter if you add that action |

Firms with both use the Clio Grow route for new callers, since leads start in Clio Grow.

## Clio Grow: the lead inbox

### Before you start

- Your Clio Grow lead inbox token: in Clio Grow, open **Settings › Integrations › Lead capture** and copy the token.
- Know your Clio region. The address is `https://grow.clio.com/inbox_leads` in the US, `eu.grow.clio.com`, `au.grow.clio.com` or `ca.grow.clio.com` elsewhere.

### Build the workflow

1. **Start a workflow on Call ended**

   In **Workflows**, create a workflow and pick the **Inbound voice call ended** trigger ([Call ended](https://smallbusinesschatbot.com/docs/workflows/triggers/call-ended)). For website chats, make a second one on [Chat ended](https://smallbusinesschatbot.com/docs/workflows/triggers/chat-ended).

2. **Skip spam**

   Add an **If** step: **Left side** `{{trigger.conversation_record.Is_Spam}}`, **Operator** Equals, **Right side** `false`. Put the next steps on its true path. [If](https://smallbusinesschatbot.com/docs/workflows/steps/branch) has the details.

3. **Get the caller's last name**

   Clio Grow needs a first and a last name, and a call saves only the first name to the contact. Add an [AI Agent](https://smallbusinesschatbot.com/docs/workflows/steps/ai-step) step named **AI Agent**, set **Output mode** to **Schema**, and add a required **Text** field `last_name` described as "The caller's last name from the call. Write Unknown if they didn't give it."

4. **Add the HTTP Request**

   Add an **HTTP Request** step: **Method** POST, **Request URL** your region's address, **Authentication** None, **Body format** JSON, and under **Headers** `Accepts` set to `application/json`. Paste the body below into **Body payload**.

5. **Publish and test**

   Publish the workflow, call your business number and give a first and last name. The lead shows in your Clio Grow inbox. The step's response in [Run history](https://smallbusinesschatbot.com/docs/workflows/run-history) is `201` when Clio Grow took it.

```json Body payload
{
  "inbox_lead_token": "YOUR_LEAD_INBOX_TOKEN",
  "inbox_lead": {
    "from_first": "{{trigger.first_name}}",
    "from_last": "{{node_outputs_by_name.ai_agent.structured_output.last_name}}",
    "from_message": "{{trigger.action_items}}",
    "from_email": "{{trigger.email}}",
    "from_phone": "{{trigger.phone}}",
    "referring_url": "Phone call",
    "from_source": "Small Business Chatbot"
  }
}
```

Clio Grow reads the token from the body, so the step sends no credential and the token is saved in the workflow itself. Anyone with the token can post leads to your inbox, so reset it in Clio Grow if it gets out.

### If something goes wrong

| The step's response | Why | What to do |
|---|---|---|
| `401` | The token is wrong or was reset in Clio Grow | Copy the token again from **Lead capture** |
| `422` | A required field is empty: first name, last name, message, referring URL or source | Check the AI Agent step's `last_name`, and ask callers for their full name in your [call rules](https://smallbusinesschatbot.com/docs/user-guides/voice-agent/greeting-and-call-rules) |
| No lead and no response | The If step took the spam path | Check `Is_Spam` in the run's trigger data |

## Clio Manage: Zapier

### Before you start

- The Small Business Chatbot app connected in Zapier: [Zapier](https://smallbusinesschatbot.com/docs/integrations/automation/zapier).
- A Clio Manage account. Clio's Zapier app works with Clio Manage.

### Build the Zap

1. **Pick the trigger**

   In Zapier, create a Zap with the Small Business Chatbot app and **Call Ended**. Use **Chat Ended** for website chats, or **Appointment Booked** to send only callers who booked a consultation.

2. **Create the contact**

   Add Clio's **Find or Create Person Contact** action. Map **First name** to First name, and the phone and email fields to Phone and Email.

3. **Create the matter**

   Add Clio's **Create Matter** action for the contact from the step before, with **Action items** as its description.

4. **Turn the Zap on**

   Test each step in Zapier, then turn the Zap on.

The fields each trigger carries are listed under [Payload sample](https://smallbusinesschatbot.com/docs/integrations/automation/zapier#payload-sample).