Settings
Payment method
Purchases charge this card at the moment of purchase. A card on file is required before buying leads.
Status: …
Public contact
Shown to consumers whose leads you purchase, so they can reach you if your outreach doesn't connect. Required before purchasing.
Coverage
Practice areas and jurisdictions this firm buys in. Leads outside coverage never appear in Available. Leave county blank for statewide. Each change saves immediately.
No coverage yet — no leads will be visible.
Add coverage
Spend caps
Hard limits enforced at the moment of charge — a purchase that would cross a cap is refused, including auto-buys. With a card on file and auto-buy rules, caps are what stand between you and runaway spend.
No caps set. Auto-buy rules can spend without limit.
Add cap
Notifications
How new-lead alerts reach you. Quiet hours hold notifications until the window ends; both times blank means no quiet hours.
Seats
Seats must be held by personnel of the firm — lead access may not be delegated to third-party vendors or outsourced call centers (see the membership agreement).
| Seat | Role | Purchasing |
|---|
The exclusive-approval threshold supports the common intake setup: an intake person buys standard leads on their own, and an attorney (owner or admin seat) approves exclusive purchases above the threshold. Set the threshold on the intake seat; leave exclusive purchasing to approving seats.
Webhooks
Deliver leads into your own systems. Payloads are signed (X-GMLT-Signature); Zapier and Make can consume them directly via a catch-hook URL.
Clio Grow
(The token is stored encrypted and never shown again.)
