Clio Grow, Clio’s new client intake and legal CRM software, now availableJanuary 30, 2019
The newly available Clio Grow combines with Clio Manage, Clio’s trusted practice management software, to create the Clio Suite, providing law firms with the first truly end-to-end software solution for managing the client experience.
Vancouver, BC — Today, Clio, the leader in cloud-based legal technology, released Clio Grow, the company’s new client intake and legal customer relationship management (CRM) software. Together with Clio Manage, Clio’s existing practice management software, the two products form the Clio Suite, the legal industry’s most comprehensive end-to-end software solution focused on enhancing the client experience—which will shape the roadmap for development in the coming year.
Based on Clio’s ongoing research into the most pressing challenges faced by law firms today, it was clear that lawyers needed a solution to manage the entire client journey. Clio acquired Lexicata in late 2018, which laid the foundation for Clio Grow and an end-to-end suite experience.
Clio Grow offers legal professionals a new way to organize, nurture, and acquire new clients from one convenient platform. By automating the intake process, legal professionals can deliver more personalized and efficient client experiences—while using advanced data reporting to determine their firm’s most valuable sources for new business.
“One of the greatest challenges faced by today’s law firms is their ability, and their capacity, to find new clients,” said Jack Newton, CEO and Co-founder of Clio. “Clio Grow will create new levels of efficiency and insight that will help lawyers ensure the future success of their business.”
Clio Grow’s core features include:
- Client Relationship Management (CRM): Organize and track potential clients with customizable tags within a Lead Inbox and Matter Pipeline.
- Online Intake Forms: Create custom intake forms, accessible from anywhere, and sync them to matters to eliminate manual error and redundant data entry.
- E-signatures & Document Automation: Review, sign, and send custom, password-protected documents, forms, and agreements and have them signed online.
- Workflow & Email Automation: Build step-by-step templates and automate client intake workflows to ensure no communication or billable opportunity gets missed.
- Reporting & Data Insights: Customize in-depth reports from an easy-to-use dashboard to find out what’s driving revenue and boosting productivity.
Clio Grow customers will also benefit from Clio’s industry-leading security, a 99.9% uptime guarantee SLA, and the newly available 24/5 support.
As part of the end-to-end Clio Suite experience, Clio Grow and Clio Manage synchronize to eliminate redundant data entry and ensure accurate data tracking across entire client lifecycles, providing new levels of performance for firms of all sizes.
With the Clio Suite, law firms unlock powerful reporting that will help estimate matter values and compare them to actual billings for better, more accurate business forecasting. In today’s competitive market for legal services, these insights will prove invaluable to firms in planning resources and ensuring their future profitability.
Clio Grow is available as a standalone product to any law firm looking to meet the needs of today’s legal client. Any firm purchasing Clio Grow with Clio Manage as part of the Clio Suite will receive a special bundled price.
As Clio continues to study the most pressing issues present in today’s legal market, the company has also laid a foundation for future development that will enhance the capabilities between the two products, offering new capabilities for customers down the road.
As today’s lawyers look to spend more time on billable work, and less time on administrative tasks, Clio Grow adds to the core functionalities of Clio Manage to open up new doors for law firm success and profitability.
Clio, the leader in cloud-based legal technology, empowers lawyers to be both client-centered and firm focused through a suite of cloud-based solutions, including legal practice management, client intake and legal CRM software. Clio has been transforming the industry for over a decade with 150,000 customers spanning 90 countries, and the approval of over 65 bar associations and law societies globally. Clio continues to lead the industry with initiatives like the Legal Trends Report, the Clio Cloud Conference, and the Clio Academic Access Program. Clio has been recognized as one of Canada’s Best Managed Companies, a Deloitte Fast 50 and Fast 500 company. Learn more at clio.com.
For more information please contact:
Senior Manager, Brand and Communications, Clio