Does DoMyWork actually execute tasks in Clio Grow?

Yes. Unlike copilot tools that only suggest content, DoMyWork executes the actual work in Clio Grow and your connected apps, such as updating lead statuses or sending emails.

How is this different from native AI in Clio?

Native AI in Clio is often limited to suggestions within the platform. DoMyWork connects Clio Grow to 1,500+ other apps, executing multi-step processes across your entire tech stack.

How does this compare to Zapier for Clio Grow?

Zapier requires you to build logical workflows step by step. With DoMyWork, you describe the task in plain English, and the AI agent figures out the steps and executes them for you.

Can the agent monitor my Clio Grow account 24/7?

Yes. You can set up agents on autopilot to watch for new intake forms, lead status changes, or scheduled events, and trigger immediate actions without any manual effort.

Is my legal data safe with DoMyWork?

Yes. We prioritise data security and ensure that your Clio Grow information is handled with strict protocols, only accessing the data required to complete your requested tasks.

Can I connect Clio Grow to other apps?

Yes. DoMyWork integrates Clio Grow with 1,500+ apps, including Gmail, Slack, Google Drive, and various marketing tools, allowing for seamless cross-app execution.

AI Agent for Clio Grow

Qualify, route, and follow up on every legal lead automatically. DoMyWork AI agents work with Clio Grow and 1,500+ apps to turn intake inquiries into signed clients.

Find leads in Clio Grow with no consultation booked

Draft follow-up emails for new intake inquiries

Summarise intake form responses for today

Add new Clio Grow contacts to my Mailchimp list

Check for duplicate leads in Clio Grow

Create tasks for unassigned intake forms

Agent for

Clio Grow

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Turn your intake inquiries into signed clients faster

Qualify new leads, draft follow-ups, schedule consultations, and update your CRM records.

12 leads identified

Catch up on every lead from last week that nobody followed up on

"Check last week's leads in Clio Grow, identify those without a scheduled consultation, and draft a follow-up email in Gmail for each. Post the list to Slack when done."

Send Message

Find missing contact info for new intake forms

"Scan new Clio Grow intake forms for missing phone numbers, search the web to fill them, and update the records."

Send Message

Draft personalised responses to common lead questions

"Identify leads asking about fee structures in Clio Grow and draft tailored responses in Gmail."

Send Message

Flag high-priority leads for immediate attention

"Review new Clio Grow leads for urgent keywords, tag them as 'High Priority', and notify the team in Slack."

Send Message

Clean up duplicate intake entries

"Find duplicate leads in Clio Grow based on email and name, merge the records, and keep the most recent intake form."

Send Message

Got a different task in mind? Describe it

Send Message

Get a summary of this week's new business

"Summarise new Clio Grow intake forms from this week, highlighting the top 3 potential cases by practice area."

Send Message

Check lead conversion rates by source

"Analyse Clio Grow lead sources for this month, identify which channel brings the most consultations, and draft a report."

Send Message

Review pending consultations for the next 48 hours

"List all consultations booked in Clio Grow for the next 48 hours and send a briefing email to the assigned attorney."

Send Message

Identify leads that stalled in the intake process

"Find leads in Clio Grow stuck in 'Intake' for over 5 days and draft a re-engagement email."

Send Message

Sync new client data to your billing platform

"Export new signed clients from Clio Grow and add them to your billing software."

Send Message

Got a different task in mind? Describe it

Send Message

Prepare intake packets for new consultations

"Find new consultations in Clio Grow, generate a standard intake packet, and email it to the client."

Send Message

Update case status based on intake progression

"Check intake form progress in Clio Grow and update the lead status to 'Ready for Review' once forms are complete."

Send Message

Send appointment reminders for tomorrow

"Identify all Clio Grow appointments for tomorrow and send a reminder email to each client."

Send Message

Organise documents uploaded to intake forms

"Extract files from Clio Grow intake forms and save them to the correct client folder in Google Drive."

Send Message

Notify the team of new client sign-ups

"Identify new clients signed in Clio Grow and post a welcome message in the firm's Slack channel."

Send Message

Got a different task in mind? Describe it

Send Message

Track lead sources for recent campaigns

"Extract lead source data from Clio Grow for the last 30 days and create a summary table."

Send Message

Add new leads to your monthly newsletter

"Export new Clio Grow contacts to your email marketing tool, segmenting them by practice area."

Send Message

Research competitor offerings for similar practice areas

"Search the web for competitor intake processes in our practice areas and draft a comparison report."

Send Message

Draft social media posts based on successful intake themes

"Identify common questions from Clio Grow intake forms and draft 5 social media posts addressing them."

Send Message

Report on intake form performance

"Check which intake forms in Clio Grow have the highest drop-off rate and suggest improvements."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Clio Grow AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Clio Grow AI Agent

🛸 Autopilot

Handle every new lead the moment it arrives — with agents on autopilot

The agents work across your apps 24/7.

They catch new inquiries, qualify them, and trigger follow-ups before you even open your dashboard.

Setting up an autopilot is too easy

New intake form is submitted

Describe...

1. Qualify new intake forms instantly

WhenNew intake form is submitted

Then

Read the intake form, check if the lead meets our minimum case value, and tag the lead as 'Qualified' or 'Review Required'.

Put on Autopilot

2. Send automated welcome emails

WhenNew lead is created

Then

Draft and send a welcome email in Gmail based on the practice area selected in the lead record.

Put on Autopilot

3. Alert the team to urgent inquiries

WhenNew intake form is submitted

Then

Identify urgent keywords in the intake form and post a high-priority alert to the Slack channel.

Put on Autopilot

4. Schedule follow-up tasks

WhenNew lead is created

Then

Create a follow-up task in your project tracker for 48 hours after the lead is created.

Put on Autopilot

5. Daily intake summary

WhenEvery day at 05:00 PM

Then

Summarise all new Clio Grow intake forms from the day and email the report to the firm owner.

Put on Autopilot

1. Track new client sign-ups

WhenLead status is updated to Signed

Then

Post a celebration message in Slack and add the client to the firm's monthly financial report.

Put on Autopilot

2. Monitor intake response times

WhenNew lead is created

Then

Log the creation time, check when the first response is sent, and flag if it exceeds 2 hours.

Put on Autopilot

3. Weekly lead source report

WhenEvery Monday at 09:00 AM

Then

Compile lead source data from Clio Grow for the previous week and email a summary.

Put on Autopilot

4. Flag high-value case inquiries

WhenNew intake form is submitted

Then

Analyse the form for high-value case indicators and send a text notification to the owner.

Put on Autopilot

5. Update CRM on status changes

WhenLead status is updated

Then

Sync the status change to your secondary CRM or billing system.

Put on Autopilot

1. Auto-generate intake documents

WhenLead status is updated to Consultation Booked

Then

Create the standard intake document packet and email it to the client.

Put on Autopilot

2. Remind clients of upcoming consultations

WhenNew appointment is scheduled

Then

Send a reminder email 24 hours before the consultation.

Put on Autopilot

3. Organise new client files

WhenNew intake form is submitted

Then

Create a new folder in Google Drive and log the link in the Clio Grow custom fields.

Put on Autopilot

4. Notify team of intake completion

WhenIntake form is completed

Then

Post a notification in Slack so the team can start the case review.

Put on Autopilot

5. Daily appointment digest

WhenEvery day at 08:00 AM

Then

List all Clio Grow appointments for the day and post them to the team Slack channel.

Put on Autopilot

1. Log new leads in your spreadsheet

WhenNew lead is created

Then

Add the lead name, source, and date to your Google Sheet for marketing analysis.

Put on Autopilot

2. Track campaign performance

WhenNew lead is created

Then

Check if the lead source matches a current campaign and update the campaign's lead count.

Put on Autopilot

3. Segment new contacts

WhenNew lead is created

Then

Add the lead to a specific Mailchimp list based on their practice area.

Put on Autopilot

4. Weekly campaign digest

WhenEvery Friday at 04:00 PM

Then

Summarise the week's Clio Grow lead volume by source and email to the marketing team.

Put on Autopilot

5. Flag low-performing intake forms

WhenNew intake form is submitted

Then

Monitor for high drop-off rates on specific forms and alert the team if a form fails.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Clio Grow

When

Select

2. Describe the task to agent

Put on Autopilot

Playbooks

Turn any repetitive process into a
click-to-complete workflow.

Collect inputs through forms, run AI agents on the spot — all on one page.

Lead Qualification Playbook

FormCollect data with form

1. Enter Lead Details

Enter Lead Details

Fill fields below 👇

Lead Name *

Practice Area *

Intake Notes *

AI AgentExecute agent from playbook

2. Qualify Lead

Agent

Evaluate {{Intake Notes}} for {{Practice Area}} against firm criteria. Return 'Qualified' or 'Disqualified' and a reason.

Complete in a clickSend data to 1500+ apps

3. Update Clio Grow

Update Lead StatusinClio Grow

4. Notify Attorney

Send MessageinSlack

Lead Qualification Playbook

Qualifies leads and routes them to the right attorney.

Clone This Playbook

Follow-up Email Playbook

Drafts personalised follow-ups for stalled leads.

Clone This Playbook

Intake Form Review Playbook

Reviews forms for completeness.

Clone This Playbook

Lead Source Analysis Playbook

Analyses lead source effectiveness.

Clone This Playbook

Consultation Prep Playbook

Prepares files for consultations.

Clone This Playbook

Monthly Performance Playbook

Generates firm reports.

Clone This Playbook

Practice Area Review Playbook

Reviews practice area profitability.

Clone This Playbook

Lead Source Audit Playbook

Audits lead sources.

Clone This Playbook

Client Feedback Playbook

Analyses client satisfaction.

Clone This Playbook

New Hire Onboarding Playbook

Onboards new attorneys.

Clone This Playbook

Document Filing Playbook

Files documents to folders.

Clone This Playbook

Appointment Reminder Playbook

Sends reminders.

Clone This Playbook

Case Update Playbook

Updates case status.

Clone This Playbook

Meeting Minutes Playbook

Logs meeting minutes.

Clone This Playbook

Client Communication Playbook

Logs client comms.

Clone This Playbook

Campaign Launch Playbook

Launches campaigns.

Clone This Playbook

Content Idea Playbook

Generates ideas.

Clone This Playbook

Competitor Analysis Playbook

Analyses competitors.

Clone This Playbook

Social Media Playbook

Plans social media.

Clone This Playbook

Lead Magnet Playbook

Creates lead magnets.

Clone This Playbook

1500+ App Integrations

Connect Clio Grow + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

SafetyCulture (iAuditor)

Follow Up Boss

Swipe Pages

Freshworks CRM (Freshsales Suite)

TikTok Lead Generation

Salesforce Marketing Cloud

RSS

Builderall Mailingboss

Facebook Custom Audiences

FastField Mobile Forms

Thrive Themes (Thrive Automator)

Instagram for business

Microsoft Dynamics 365 CRM

Google Search Console

QuickEmailVerification

Adobe Commerce (Magento)

Ora

CompanyCam (In Review)

Quentn

BaseLinker

Vonage SMS API

Katana Cloud Manufacturing

CalendarHero (Zoom.ai)

Microsoft Dynamics 365 Business Central

Alchemer (SurveyGizmo)

Brilliant Directories

Wix

Accredible Credential

Box

You Need A Budget (YNAB)

Cisco Webex (Meetings)

GREEN-API (In Review)

Agolix (Assessment Generator)

The Conversion Engine

WhatsApp V3 by OnlineLiveSupport

LinkupAPI for LinkedIn

Autobound

SignWell

PDF Export by PDFCrowd

PropertyRadar

TrueReview

Cloudflare R2

Facebook Ads Management And Insights

Lob

Forminit (Getform.io)

Vooplayer - ( Spotlightr )

Instabot: Chatbot Platform

The Course Creator's Kit

Really Simple Systems CRM

SMS Online Live Support

SolarWinds Service Desk

Eko

Manifestly Checklists

Tango Card (Under Review)

Unsplash (Under Review)

Sempico Solutions SMS

WhatsApp Blast, APIs & CRM by WAToolsonline

Planyo Online Booking

PagePixels Screenshots

NioLeads

Xoal

PostGrid Print and Mail

Crypto Valley Journal

Projekly – Project Management, CRM, HR & Invo

Google Photos(Under Review)

8x8

Email List Validation

BPC

Moz

WhatsApp Notifications and Alerts by SyncMate

E2B

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

New intake form is submitted

Then

Recurring Work on autopilot

Autopilot

Lead Qualification

Enter lead details

Qualify against criteria

Update Clio Grow

Repetitive Processes in 1 click

Playbooks

Why DoMyWork

Most Tools Call Themselves Agents.
Few Actually Are.

Capability	DoMyWork AI agent + execution	Claude Code Agentic dev CLI	Anthropic Cowork Desktop file agent	Zapier / Make / n8n Rule-based automation	ChatGPT + Copilot General AI assistants
	Getting Started
Instant To Start, No Setup			App Install Needed	Flows Must Be Built First
No Pre-Mapping Needed				Every Field Must Be Mapped
No Technical Skills Needed		Terminal, Scripts, Infra		Gets Complex Fast
	Reach & Execution
Built-In App Connections	1500+ Apps	Manual Config	Via Connectors Only	Each Needs Its Own Flow	Own Ecosystem Only
Web Research & Scraping	Built-In, No Extra Setup				Not Automation-Grade
	Intelligence
Reasons Through Edge Cases					Reasons, Rarely Acts
Scheduled Tasks					Limited Support
Single Prompt, Multi-App				Each App Pair Needs Own Flow	Conversation-Scoped Only

Agent for

Clio Grow

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Clio Grow AI Agent

An AI agent for Clio Grow is an intelligent assistant that connects to your legal intake data. It executes tasks like lead qualification, email drafting, and CRM updates across your apps.

Give It a Task.
Watch It Get Done.

Type in your task. The agent accesses your apps, reasons through the data, executes across your stack, and comes back with results.

👇 Tell the AI agent what to do

Run My Agent Free

AI Agent for Clio Grow

Turn your intake inquiries into signed clients faster

Catch up on every lead from last week that nobody followed up on

Find missing contact info for new intake forms

Draft personalised responses to common lead questions

Flag high-priority leads for immediate attention

Clean up duplicate intake entries

Got a different task in mind? Describe it

Get a summary of this week's new business

Check lead conversion rates by source

Review pending consultations for the next 48 hours

Identify leads that stalled in the intake process

Sync new client data to your billing platform

Got a different task in mind? Describe it

Prepare intake packets for new consultations

Update case status based on intake progression

Send appointment reminders for tomorrow

Organise documents uploaded to intake forms

Notify the team of new client sign-ups

Got a different task in mind? Describe it

Track lead sources for recent campaigns

Add new leads to your monthly newsletter

Research competitor offerings for similar practice areas

Draft social media posts based on successful intake themes

Report on intake form performance

Got a different task in mind? Describe it

How Does a Clio Grow AI Agent Work

Handle every new lead the moment it arrives — with agents on autopilot

1. Qualify new intake forms instantly

2. Send automated welcome emails

3. Alert the team to urgent inquiries

4. Schedule follow-up tasks

5. Daily intake summary

1. Track new client sign-ups

2. Monitor intake response times

3. Weekly lead source report

4. Flag high-value case inquiries

5. Update CRM on status changes

1. Auto-generate intake documents

2. Remind clients of upcoming consultations

3. Organise new client files

4. Notify team of intake completion

5. Daily appointment digest

1. Log new leads in your spreadsheet

2. Track campaign performance

3. Segment new contacts

4. Weekly campaign digest

5. Flag low-performing intake forms

Playbooks

Turn any repetitive process into a click-to-complete workflow.

What are playbooks?

Lead Qualification Playbook

Follow-up Email Playbook

Intake Form Review Playbook

Lead Source Analysis Playbook

Consultation Prep Playbook

Monthly Performance Playbook

Practice Area Review Playbook

Lead Source Audit Playbook

Client Feedback Playbook

New Hire Onboarding Playbook

Document Filing Playbook

Appointment Reminder Playbook

Case Update Playbook

Meeting Minutes Playbook

Client Communication Playbook

Campaign Launch Playbook

Content Idea Playbook

Competitor Analysis Playbook

Social Media Playbook

Lead Magnet Playbook

Connect Clio Grow + Your Favourite Apps With AI Agents

Automate any manual work with AI Agents

One-off tasks in one message

Recurring Work on autopilot

Repetitive Processes in 1 click

Most Tools Call Themselves Agents. Few Actually Are.

Questions About Clio Grow AI Agent

Turn any repetitive process into a
click-to-complete workflow.

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Clio Grow AI Agent