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How to set up the PATLive integration in Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • Please note: If you are based in the UK or Europe, this integration is currently not available on Clio Grow EMEA. If you would like to add your vote to the feature request for this integration to be added, please contact our Support team. 

Procedure:

  1. Go to the Settings page
  2. Click on the “Integrations” tab
  3. Copy the “Inbox Token”, or generate one if you don’t already have one
  4. Input the “Inbox Token” into the appropriate place in your PATLive settings, or contact a representative at PATLive for assistance

Leads generated by PATLive will now automatically get delivered to your Lead Inbox.

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