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How Do I Add a Lead Source in Clio Grow?


  • How Do I Add a Lead Source?
  • Where in Clio Grow Do I add additional Lead Sources?
  • How Can I add more Lead Sources?


  • Clio Grow

Additional Information:

  • The Matters Added Report, found in the reports tab, will break down Matters by source, giving you a deeper understanding of which sources your business profiting the most from.


  1. Navigate to Settings
  2. Select Contacts
  3. Select New Source at the top right 
  4. Add in necessary source information and click Create Source


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