Clio Grow + IdentityCheck Integration
Connect Clio Grow to IdentityCheck in 1 click
Free forever.Use premium features free for 14 days.1.
Contact is created in Clio Grow- Matter is created in Clio Grow
- Matter note is created in Clio Grow
Form verification is completed in IdentityCheck Instant- KYC process sends results in IdentityCheck Instant
2.
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Clio Grow
Clio Grow is a client intake and legal CRM that helps law firms capture leads, automate intake forms, schedule consultations, send e-signatures, and manage prospects efficiently from first contact to conversion.
IdentityCheck
IdentityCheck is an identity verification platform that helps businesses verify customers, perform KYC checks, prevent fraud, and automate compliance workflows. Securely validate identities and streamline onboarding processes.
