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How to Set Up the Unbundled Attorney Integration in Clio Grow

Environment:

  • Clio Grow US

Additional Information:

  • n/a

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 Unbundled Attorney settings, or contact a representative at Unbundled Attorney for assistance


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

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. 

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