# Clio & Yelp Lead Intake Automation > We connect Yelp leads and other enquiries straight into Clio or your CRM, reply instantly, and keep intake moving without retyping. **How does Clio and Yelp lead intake automation work?** Clio and Yelp lead intake automation sends Yelp quote requests and website inquiries straight into Clio Grow or another CRM, with the details already filled in and an instant, personalized reply to the sender. For law firms, TechPit Solutions also gathers the names a conflict check needs and routes them to the right person. The conflict decision always stays with the firm's staff and attorneys. - Best for law firms using Clio and local service businesses that receive Yelp leads and want faster, cleaner intake. - Built remotely after a free consultation and intake review; reply wording is agreed with you, then every source is connected and tested. Part of [Front Desk](https://techpitsolutions.systems/front-desk). For law firms and local service businesses, the first response often decides who gets the work. A potential client who messages several firms or contractors on Yelp, or fills in a form on your website, usually goes with whoever replies first and makes the next step easy. Yet many of those enquiries sit in an app notification or inbox until someone has time to copy them into the intake system. We connect those sources directly to your intake process. Yelp Request a Quote messages and other enquiries can trigger an instant, personalized reply and create a lead in Clio Grow, GoHighLevel, HubSpot, or the CRM you use, with the details already filled in. For law firms, new leads flow into Clio Grow intake forms, and accepted matters move into Clio Manage without retyping. For firms, we also set up a clear handoff for conflict checks. The system gathers the names and details a conflict check needs and passes them to the right person before anyone discusses the matter in depth. We automate the data movement and reminders. The decision on conflicts, and whether to take a matter, always stays with your staff and attorneys. ## Who this is for - Law firms using Clio Grow and Clio Manage that want faster, cleaner intake - Personal injury, family, immigration, and other practices handling a steady flow of new enquiries - Local service businesses such as contractors, movers, and cleaners that get leads on Yelp - Businesses paying for Yelp ads that want every lead answered quickly - Intake teams tired of copying details from emails and apps into the CRM ## Problems we fix - Yelp leads wait in the app until someone checks it, and the customer has already chosen someone else - Enquiry details are typed into Clio or the CRM by hand, with errors and delays - Conflict check information is collected inconsistently or late in the process - There is no clear view of how many leads came from Yelp, the website, or referrals, and what happened to them - Follow-up depends on whoever happens to be in the office that day ## What is included - **Intake process review:** We map how leads arrive, who handles them, what information is needed, and where delays happen, from first contact to signed engagement or booked job. - **Yelp lead capture and instant reply:** We connect Yelp leads through available integrations or their notification emails, send an instant tailored reply, and create the lead in your CRM with the request details. - **Clio Grow and Clio Manage intake:** We configure Clio Grow intake forms, pipelines, and lead sources, and connect web and Yelp enquiries so new contacts and matters appear without retyping. - **Conflict check handoff:** We collect parties and related names in a consistent format and route them to the person who runs conflict checks, with reminders until the check is recorded. - **Follow-up and booking:** We add follow-up sequences by SMS and email and consultation booking links, so promising leads move to a call or appointment quickly. - **Source tracking and reporting:** We record the lead source on every contact and set up reports on response time, consultations booked, and matters or jobs won by source. ## Benefits - **First to respond:** Instant replies reach the potential client while they are still comparing options, which gives you a better chance of being chosen. - **Cleaner intake records:** Details flow straight into Clio or your CRM in a consistent format, with fewer typos and missing fields. - **Earlier conflict checks:** The information a conflict check needs is gathered up front and passed to the right person, so it is not forgotten. - **Clear view of lead sources:** You can see which channels, including Yelp, bring enquiries that turn into real matters or jobs. ## How the work runs 1. **Assess your intake:** We review your lead sources, Clio or CRM setup, intake forms, conflict check process, and response times. 2. **Design the intake flow:** We plan replies, field mapping, routing, conflict check handoff, and follow-up, and agree the wording with you. 3. **Connect and test:** We connect Yelp, web forms, and other sources to Clio or your CRM, build the workflows, and test with sample leads. 4. **Monitor intake speed:** We track response times and conversion by source, fix any missed connections, and refine messages as you learn what works. ## Tools we commonly work with Clio Grow, Clio Manage, Yelp for Business, GoHighLevel, HubSpot, Zapier, Make, n8n, Twilio, Calendly ## Frequently asked questions ### Can Yelp leads go straight into Clio? Yes, in most setups. Depending on your Yelp account and available integrations, we capture leads either directly or from Yelp's lead notification emails, then create the contact and lead in Clio Grow through its API or an automation platform. We test the full path so every new Yelp enquiry appears in Clio with its details. ### Do you run conflict checks for us? No. Conflict checks are a professional responsibility of your firm. We automate the collection of the names and details needed and route them to the person who runs the check, with reminders and a record of when it was completed. Your staff and attorneys make the decision. ### Is the automated reply appropriate for a law firm? We write replies with you so they acknowledge the enquiry, set expectations, and invite the next step without giving legal advice or creating the impression that you have been engaged. Your firm approves the wording, and your advisor or bar guidance confirms what is appropriate where you practice. ### We are not a law firm. Is this still useful? Yes. Contractors, movers, cleaners, and other local service businesses get many leads through Yelp. The same approach applies: instant replies, leads created in your CRM such as GoHighLevel or HubSpot, follow-up, and booking, without the Clio parts. ### Is client data handled securely? We use the official connections and business accounts of Clio, your CRM, and the automation platform, limit access to the people who need it, and avoid storing data in extra places. We implement technical safeguards, and your firm confirms which professional and privacy obligations apply. ### How much does intake automation cost? Cost depends on the number of lead sources, your Clio or CRM setup, the follow-up and reporting required, and whether conflict check handoff is included. Software subscriptions are separate. Book a free consultation and we will give you a clear quote. ## Related services - [Lead Capture & Routing Automation](https://techpitsolutions.systems/services/lead-capture-routing): We pull leads from every channel into one place, qualify and route them to the right person, and start follow-up straight away. - [AI Voice Receptionist](https://techpitsolutions.systems/services/ai-voice-receptionist): An AI receptionist that answers every call day and night, qualifies callers, books appointments, and updates your CRM. - [GoHighLevel CRM Setup & Automation](https://techpitsolutions.systems/services/gohighlevel-crm): We set up GoHighLevel end to end, from pipelines and workflows to calendars, messaging, snapshots, and migration from your old CRM. - [CRM Setup & Sales Automation](https://techpitsolutions.systems/services/crm-setup): CRM setup with clear pipelines, lead routing and automated follow-ups, configured around how your team actually sells. ## Availability Delivered remotely to businesses in the US, UK, Canada, Australia, New Zealand and Europe. Pricing: see the [Front Desk packages](https://techpitsolutions.systems/front-desk), or ask for a quote: https://techpitsolutions.systems/contact?service=Clio%20%26%20Yelp%20Lead%20Intake --- Source: https://techpitsolutions.systems/services/clio-yelp-lead-intake TechPit Solutions ยท Run by AI, backed by real people. A remote team working with businesses in the US, UK, Canada, Australia, New Zealand and Europe. Email info.techpit.co@gmail.com, WhatsApp +92 344 3360585. Book a 15-minute call: https://techpitsolutions.systems/contact