OpsLocker connects to the systems a firm already runs — Clio Grow and Clio Manage today, phone systems next — and turns them into one view of the intake funnel: where enquiries come from, how quickly they're answered, and which ones become matters.
Leads and their sources, matters and their stages, and the timing between the two. Access is read-only. Nothing is created, changed, or deleted in a connected account, and a firm can revoke access from inside Clio at any time.
Setup is two approval screens, one for each Clio product, plus a short form for the application details Clio requires firms to generate themselves. If you were sent a link, it will take you straight to the right step.