Plan your ClaireAI connection to Clio Grow

Define the handoff first

Bring an example of the Clio Grow record your intake team expects to receive. Identify the fields that are required for follow-up and which information should stay outside that record. Keep the initial example free of client information.

Confirm access and connection scope

1. Have your authorized Clio administrator join the implementation review.
2. Confirm the account’s available connection methods and permissions with the ClaireAI team.
3. Agree on the direction of the data flow and which events should create or update a record.
4. Document any vendor plan or configuration requirements before enabling the connection.

Map the information your team needs

• Contact details: identify the source field and destination for each approved item.
• Matter category: agree on the labels and how unmatched values will be reviewed.
• Call summary: decide what may be included, who may read it and where it belongs.
• Recordings and transcripts: confirm whether the selected workflow supports them and what access and retention rules apply.

Check a test record

Use a labelled test call to compare the captured details with the resulting Clio Grow record. Check the assigned owner, required fields and duplicate behavior. Record the observed delivery time during your test; this guide does not promise an instant sync or a fixed retry window.

Agree on exception handling

Name the person who will investigate an absent or incomplete record. Confirm where to review call information, how to identify an unsuccessful handoff and whether a retry or manual entry is appropriate. Review existing records before retrying so the team does not create duplicates.

Review the Clio Grow integration scope and implementation questions.