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Tool 067

Grow Lead Inbox Widget

Import a Grow review packet, triage leads locally, and export assignments with clear evidence and coverage limits.

What it does today

Imported versioned review packet and guided manual entry only. Local assignment/dismissal decisions and CSV export. No live Grow connection, remote inbox coverage, user assignment, dismissal, notification or message writes.

How to use

  1. In Clio, open Matterevo and choose Grow Lead Inbox Widget from the Tool Library. Use the search box or the Contacts & intake family filter to find it.
  2. Search or filter to narrow the records shown.
  3. Open a row to inspect the source record in Clio.
  4. Read the coverage notes. Where Matterevo cannot read a source, it says so instead of guessing.

Before you rely on it

Triage an authorized imported lead review packet with session-only owner and dismissal notes. The current scope, including what the tool does not do, is listed under What it does today.

Matterevo works within your existing Clio permissions. Paying never grants additional Clio permissions.