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What gets synced to Clio Grow?

What gets synced to Clio Grow?

Published: 07.14.25

The following information is included with each synced lead:

  • Client’s Name (at the top of the lead)
  • Message Content (middle section)
  • Custom Intake Responses (below the message)
  • Phone Number and Email (bottom of the lead card)

These details appear in the Leads section and follow the Clio Grow formatting automatically.

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