Clio Grow

Overview

Clio Grow is a legal CRM (Customer Relationship Management) platform designed specifically for law firms to better manage client relationships, automate intake processes, and convert more leads into clients.

Key Features

• Lead Management: Track and manage potential clients from first contact through conversion
• Client Intake Automation: Streamline onboarding with automated workflows and forms
• Online Intake Forms: Allow prospective clients to submit information 24/7
• E-Signatures: Collect signatures on engagement letters and agreements electronically
• Pipeline Management: Visualize where leads are in your conversion process
• Automated Follow-ups: Set up email campaigns and reminders to nurture leads

Integration with Clio Ecosystem

Clio Grow integrates seamlessly with Clio Manage, allowing firms to transition clients from lead capture through matter management and billing in one unified platform.

Benefits for Law Firms

• Convert more leads into clients with streamlined intake
• Save time on administrative tasks with automation
• Improve client experience with professional, efficient onboarding
• Track marketing ROI by measuring lead sources and conversion rates
• Never miss a follow-up with automated reminders

Best For

• Law firms of all sizes looking to grow their practice
• Firms handling high volumes of initial consultations
• Practice areas with standardized intake processes
• Firms wanting to improve conversion rates from leads to clients

Pricing

Clio Grow is available as a standalone product or can be bundled with Clio Manage for additional savings. Contact Clio for specific pricing based on firm size.