Clio Grow connects from Settings, then Connections, with a normal Clio sign-in. Clio Grow is Clio's intake and lead product, so what Binee can read is the firm's lead inbox and its intake matters. Clio Grow offers Binee no tasks or appointments, so none appear in your lists.
Clio Grow does not promise to limit an app to what your own account can see, so a connected account can cover the firm's whole intake data, not only your own records. The card says so with a "Connected as you, firm-wide view" badge. The connection is still yours alone: only you see what it reads, and disconnecting removes it from your Binee only.
Connecting
In Settings, then Connections, press Connect on the Clio Grow card.
Choose your region: United States, Canada, Europe or Australia.
Sign in to Clio and approve Binee.
You can connect more than one Clio Grow account, each as its own row with its own status and its own settings for what Binee watches. An account is one user at one firm in one region, so connecting it again replaces its sign-in. If Clio Grow stops accepting the connection, the card shows Reconnect needed.
What Binee can do with Clio Grow
In the Binee Assistant, in plain language:
Find the firm's leads (those waiting on triage, or ignored) and its intake matters, and look up contacts and their notes.
Create a lead and add a note to a contact or an intake matter, always behind a confirmation card that shows exactly what will be written.
Combine Clio Grow with your other tools. Example: ask "which new leads came in this week from people who also emailed me?" and Binee checks Clio Grow and your email together.
Clio Grow in Home, Inbox and All Work
Two kinds of item can appear next to your email, meetings and tasks from other tools:
Intake matters assigned to you. They appear while the matter is still in intake and leave your active list on their own once it moves on.
New leads in the firm's inbox. This is off by default, because a lead in the firm's queue is waiting on the firm, not on you. Turn it on if you handle intake. A lead is urgent once it has waited longer than your chosen time (24 hours by default).
Example: an inquiry that has waited a day sits beside the task for the intake call and the email the person sent, so the next step is visible in one place.
Lead names are never shown in your lists. A lead reads "New lead" with the day and time it arrived, for example "New lead, 13 Oct 10:00", and an intake matter reads its matter type followed by "intake" and a number, for example "Family law intake #88". The person's name, email, phone number and message appear only inside the open item, where Binee reads them live with your own connection.
Choosing what counts as your work
In Settings, then Connections, press Manage on the Clio Grow card and open What Binee watches ("What Binee watches from this connection"). Each account has its own settings:
New leads in the firm's inbox, and intake matters assigned to you.
How far back a lead still counts (3, 7, 14 or 30 days), after how many hours an untouched new lead turns urgent (4, 24, 48 or 72), and after how many days an intake matter you have not touched turns urgent (3, 7, 14 or 30).
Lead sources, matter types and offices. Each has its own Choose button that opens a searchable list of the names Clio Grow holds, with your own connection; tick up to 50 in each and see them as chips. With none chosen, everything counts; once you choose any, only leads (and, for matter types and offices, intake matters) with one of those names count, and one with no value for it is left out. Lead sources apply to leads, so they matter while New leads in the firm's inbox is on. A name longer than 80 characters cannot be chosen and says so. If Clio Grow does not let Binee read the full list of lead sources, the list shows the sources seen on your recent leads and says "Names seen in your recent leads", so a source you have not used lately may be missing. Example: choose the Google Ads source and the Austin office, and a new Austin inquiry from an ad that has waited a day sits next to the calendar hold for the intake call, while inquiries from other sources and offices stay out of your lists.
Working on a Clio Grow item
Open an intake matter and the item pane shows its status, type and office, and the client, with the Binee Insight. The matter's existing notes are not shown there (reading them would cost another request from the limit all Binee users share), so open the matter in Clio Grow to read them. The one change Binee can make in Clio Grow is Add a note on an intake matter. Binee cannot take a note back; delete it in Clio Grow if you need to. Clio Grow does not let Binee triage, convert, assign or schedule anything, so a lead has no actions in Clio Grow: Resolve in Binee clears it from your Binee queue only, and the lead stays where it is in Clio Grow. Binee never deletes anything in Clio Grow. Open the lead in Clio Grow to work on it.
How fresh the list is
Clio Grow does not announce changes, so Binee checks it about every 15 minutes. Clio Grow limits how fast all Binee users together can ask it for data, so when many firms are syncing at once Binee waits its turn: a sync may pause and pick up on the next run, and the lists show their last known state meanwhile. Binee keeps a share of that limit reserved for Clio Grow requests made while you chat with the Assistant, so chatting does not wait behind a background sync.
Privacy
Binee keeps only a short record per item in your lists: the title, time, status and type. The person's details are read with your own connection and kept in an encrypted working copy so the item opens quickly. Clio Grow does not tell Binee when a lead changes, so the copy is refreshed when Binee notices the change in your list (every 15 minutes), when you open the item, and on a safety schedule of a few days; a finished item is no longer refreshed, and a copy that goes about five days at most without a check is deleted. When you disconnect an account, Binee deletes its list items and its saved links between items.