Clio Grow
Client intake and legal CRM software for law firms.
Overview
Clio Grow is a client intake and legal customer relationship management (CRM) software designed to help law firms manage leads, automate workflows, and streamline the client intake process. It allows firms to track potential clients through a customizable pipeline, schedule consultations, send automated emails, and use online intake forms to gather client information efficiently. It integrates seamlessly with Clio Manage for a complete practice management solution.
✨ Key Features
- Client Intake Forms
- Lead Tracking Pipeline
- Email Automation
- Appointment Scheduling
- E-signatures
- Document Automation
- Reporting and Analytics
🎯 Key Differentiators
- Seamless integration with Clio Manage, the leading practice management software.
- User-friendly interface designed specifically for legal professionals.
- Strong focus on automating the entire client lifecycle from intake to case management.
Unique Value: Provides a fully integrated, end-to-end solution for law firms by combining client intake (Clio Grow) with comprehensive practice management (Clio Manage), reducing data entry and improving efficiency.
🎯 Use Cases (4)
✅ Best For
- Streamlining client intake for solo and small to medium-sized law firms.
- Improving lead conversion rates through organized follow-up.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Firms that do not require integration with a full practice management suite.
- Large enterprises with highly complex, non-standard intake workflows.
🏆 Alternatives
Unlike standalone CRMs, Clio Grow is built specifically for the legal industry and offers unmatched integration with its own practice management suite, creating a single source of truth for client and case data.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Varies tier)
🔒 Compliance & Security
💰 Pricing
✓ 7-day free trial
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