Vetted Intake + Clio
For Clio, we first confirm whether the firm uses Manage or Grow, which record to create, and who owns follow-up. Then we test the approved field map before launch.
What can be mapped
A new matter or Grow lead with the client's contact details.
Injury type, incident date, and attorney-review flag.
The conflict-check result on the matter.
Transcript and, when recording is enabled and permitted, audio as approved records.
What can be used
Live calendar availability for booking consults.
Matter and contact status to avoid duplicates.
Your intake owner and routing rules.
Confirm access
We confirm the supported Clio connection method and permissions with your firm; passwords are not shared.
Map your fields
We map Vetted Intake fields to your Clio matter and custom fields once.
Test the delivery
Before go-live, the firm tests the approved record creation and booking workflow.
Send a structured intake to the right Clio matter.
For Clio, scoping confirms Clio Manage or Clio Grow, OAuth permissions, the field map, and booking ownership.
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