There’s a better way to do client intake—for your firm and your clients

Clio’s cloud-based client intake and legal client relationship management (CRM) software transforms the way your firm attracts and retains prospective clients.

Clio Grow

Attract and retain new clients online—even while working remotely.

  • grow your Intake

    Automate your intake process

    Use shareable, online intake forms, e-signatures, and document automation to turn your firm’s client intake process into a simple, organised system in the cloud.

  • grow your time

    Schedule consultations and sync your calendars online

    Enable effortless appointment booking with Clio Scheduler, Clio’s online appointment booking tool. Clio will automatically sync your intake and case management calendars so that you can rely on a single scheduling platform.

  • grow your firm

    Automate redundant tasks, emails, and workflows

    Streamline day-to-day tasks like email follow-up and data entry, lowering overhead and freeing up time for more profitable tasks—so you can focus on what matters most.

Legal Client Relationship Management (CRM)

Organise and nurture your potential new clients, existing clients, and professional contacts from one convenient platform.

Matter Pipeline
  • Client management

    Manage your contacts and email lists with a cloud-based legal CRM to ensure that no relationship or business opportunity falls through the cracks.

  • Automate your most important tasks

    “Set and forget” essential aspects of client retention and communication—like client intake, appointment reminders, and email follow-ups.

  • Organise your contacts

    Search, tag, and filter your contact lists, so you can easily access your entire contact database whenever and wherever you need to.

Online Client Intake

Eliminate data entry and non-billable tasks with customisable, public-facing online intake forms and other easy-to-use, time-saving features.

Powerful Client Intake Tools
  • Intake organisation

    View potential clients in one centralised location with Clio Grow’s robust Matter Pipeline. Sync Clio Grow with your website so potential clients show up in your Lead Inbox automatically.

  • Intake form customisation

    Create custom intake forms (or have us build them for you), and then share the forms online via email and SMS—or post them on your website—so potential new clients can submit their information straight into Clio Grow.

  • Lead and revenue tracking

    Gain valuable data insights with Clio Grow’s in-depth reporting metrics. Learn how potential clients find you, and which referrals generate the most revenue.

Convenient E-Signatures and Legal Document Automation

Take the complexity out of documentation by automating legal documents that your clients can sign instantly from their computer, phone, or tablet.

Simplified UI Document Automation Electronic Signatures Documents and ESignatures
  • Documents and E-Signatures

    Generate documents that clients can sign and return electronically—all online—so there’s no post office queueing, scanning, faxing, or waiting involved.

  • Secure Cloud Collaboration

    Draft, review, and sign legal documents—at any time—using Clio Grow’s secure, cloud-based platform.

Everything you need to grow your firm

  • Client Intake

    Simplify client intake and eliminate data entry and non-billable tasks for your firm.

  • Client Relationship Management (CRM)

    Offer clients flexible ways to engage with your firm—with document automation, e-signatures, and more.

  • Appointment Booking

    Eliminate costly back-and-forth, reduce overhead, and make it easier for clients to access your legal services.

  • Document Automation & Electronic Signatures

    Generate documents, get them signed, and collaborate with clients efficiently in the cloud.

  • Workflow & Email Automation

    Turn legal client intake processes into an organised and automated system.

  • Client Intake Insights

    Understand your intake process, and where your most valuable clients are coming from.

Get more than just software

Receive award-winning support, industry-leading security, access to Clio integrations, and more—at no extra cost.

  • Security

    Protect your clients’ information and your firm’s data with industry-leading security.

  • Award-winning Support

    Get exceptional customer support from a team that’s dedicated to your success.

Get started today

See how Clio Grow can help your law firm get organised and work more efficiently.

Request a Demo
Loading ...