The mapping to discuss with your office
| Source field | Proposed destination |
|---|---|
| Proposed: prospective client’s name and callback | Firm-approved intake destination |
| Proposed: broad reason for calling | Limited intake description |
| Proposed: names requested by the firm’s script | Conflict-screening handoff for staff review |
| Proposed: caller-reported date requiring attention | Intake note for attorney review, not a calculated deadline |
- Direction
- Proposed: permitted Penny intake details to the firm’s reviewed Clio destination.
- When it happens
- No automatic Clio write is enabled. The firm must review access, permitted data, and the workflow before a connection is configured.
A connector does not perform a conflict check, accept a client, calculate a filing deadline, or establish privilege. The firm’s lawyer must approve intake notices and the handling of sensitive details before use.
Prepare a useful connector request
- 1
Name the product and intake record
Use Request connector and specify Clio Grow or Clio Manage. Describe the prospective-client destination and the staff member responsible for reviewing it.
- 2
Provide the firm’s approved field list
Use fictional information to show the minimum intake fields. Have the firm’s lawyer set what callers should be asked before conflict review and what should be left for the attorney.
- 3
Review the handling of intake data
Confirm account access and the firm’s requirements for storage, recording notices, and access to the destination. Have the firm’s lawyer approve these handling rules before enabling a connection.
- 4
Inspect a fictional test before use
If a connector is agreed, verify a marked test intake and the staff handoff. The test must not imply that the prospective client has been accepted or a deadline calculated.
Proposed Clio intake — fictional example
- Caller
- Sample Prospective Client
- Broad inquiry
- Requests a consultation about a contract dispute
- Other-party name
- Example Company — only if the firm’s script requests it
- Review
- Firm staff and attorney review required
What your request should establish
Have the firm verify the proposed fields and who can access them. Keep the legal review separate from the technical test: a successful write does not establish that the intake practice is approved.
Questions about this connection
Does the connector perform our conflict check?
No. The proposed handoff carries only the fields your firm approves. Staff and attorneys conduct the conflict review and decide whether to accept the prospective client.
Can Penny take the inquiry while we review this connector?
Penny can capture your configured intake and send it to your office through the call log and email. That gives the team a callback record while the requested connection is reviewed.