What Binee does with Clio Grow
Ask across it
In your inbox and on your home board
Intake matters assigned to you land in your inbox. Turn on new leads if you handle intake, and a lead turns urgent once it has waited longer than you choose, 24 hours by default.
Act in it, with your approval
Binee Assistant can create a lead and add a note to a contact or an intake matter, each on a card that shows exactly what will be written.
Know which inquiries can't wait
A new lead from the website form has waited a day. Its Binee Insight checks your other tools.
Binee writes this before you open the item, from the related work in your other tools, and labels every source so you can check it in one click.
Connect Clio Grow in minutes
In Settings, then Connections, press Connect on Clio Grow and choose your region.
Sign in to Clio and approve Binee. It's a separate connection from Clio Manage.
Choose what Binee watches: intake matters, new leads, and when a lead turns urgent.
How it connects
Each person connects their own Clio Grow account and picks their region. It's a separate sign-in from Clio Manage, and Clio Grow gives a firm-wide view of intake data, which the connection card says plainly.
Clio Grow doesn't announce changes, so Binee checks it about every 15 minutes. Lead names never appear in your lists, only inside the item when you open it.
Clio Grow questions
Do I need both Clio connections?
They're separate Clio products with separate sign-ins. Connect Clio Grow for intake, and Clio Manage for matters, tasks and court dates.
Why is Clio Grow a firm-wide view?
Clio Grow doesn't promise to limit an app to your own records, so the connection can cover the firm's whole intake data. Only you see what it reads in Binee.
Better together
Binee gets sharper with every connection: the more tools it reads, the more dots it can connect around Clio Grow.
