10 Things You Need to Know About Clio Grow

Written by Teresa Matich5 minutes well spent
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Thing To Know About Grow

In legal, valuable business is built on relationships—not spreadsheets.

62% of consumers look for recommendations from friends and family when hiring a lawyer, so creating a good client experience can create repeat business, referrals, and a great reputation—and in turn, growth for your law firm. But as most lawyers know, finding new clients and creating a great client experience is still a challenge for many law firms.

Clio Grow is industry-leading client intake software that opens doors and windows when it comes to finding new clients and ensuring they have a best-in-class experience.

Read on to learn about client vetting, retention, and onboarding with Clio Grow.

1. It’s easy to track how each potential client progresses

With Clio Grow, no exchange falls through the cracks. Within your Matter Pipeline, you can easily set up custom statuses that align with your firm’s intake process to keep everything organized. Then, you can drag and drop potential clients into different status columns, and easily view how everyone is progressing.

Create both firm-wide views and personal views tailored to your needs.

2. You can automate intake, engagement agreements, and more

If you’re still crafting individual follow-up emails, manually entering information at the client intake stage, and typing up engagement agreements, you’re spending too much time on client intake!

Clio Grow helps you automate these processes with email templates, email scheduling, customized intake forms, and more, so you can focus on building meaningful relationships with your clients.

3. There’s a Quick Intake button for ultra-fast intake and appointments

Clio Grow Quick Intake

With Clio Grow’s intuitive Quick Intake button, it’s incredibly fast and simple to add a new potential client to your database: Enter a name, choose an intake form template, and choose whether to fill out the form yourself or send it to your potential client for completion.

The Quick Intake button also includes the option to create a Quick Appointment, so you can add a potential client to your records and book an appointment at the same time.

4. Advanced reporting gives you visibility into key business drivers

Where does most of your law firm’s business come from? If you don’t know what types of marketing, networking, or referrals bring in the most clients—and the most valuable clients—for your firm, you could be missing out on opportunities for growth.

Clio Grow includes an easy-to-use reporting and insights dashboard that makes it easy to see where potential clients are coming from, how often they become paying clients, and the estimated value for your pipeline of potential clients. If you like, you can take a closer look at a specific timeline (if you want to look at the effectiveness of a short term marketing campaign, for example), and easily view individual referral sources.

5. You can easily organize and filter contacts

In Clio Grow, tags are used to add extra information that you need to categorize, organize, or differentiate or group prospective clients. This can help you easily filter and keep track of prospective clients for different practice areas or focuses.

A photo of a female lawyer sitting at a desk referring someone to another lawyer using Clio Manage.

6. Clio Grow syncs seamlessly with Clio Manage

Don’t do data entry more than once. Clio Grow syncs matter and contact information directly to Clio Manage, the leading cloud-based practice management software for law firms, allowing you to streamline information capture right from your first interaction with a client. You’ll remove the risk of error and duplicate data entry, and create a better experience for your clients and your staff.

7. Accept payments from prospective clients

Removing payment barriers is integral to supporting clients and lawyers. Clio Scheduler is a powerful tool allowing law firms to seamlessly accept payment from prospective clients when they book their first appointment. This means new clients can quickly enter their credit card information without the headache of snail mail and your firm doesn’t waste a minute of time chasing payments.

In the past, if a client wanted to hire us it would take a day, to a week. With Clio Grow it takes 10 minutes—max.

– Robert Ottinger, Managing Attorney, Ottinger Employment Lawyers

8. You can build a law firm website

Your website is often your chance to make a great first impression. And with Clio Grow’s law firm website builder, you can create a secure professional website in minutes. You can get your law firm online in three easy steps, no coding or design experience required.


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9. Clio Grow doesn’t just keep you organized—it helps grow your firm

With smart features like easy-to-set-up lead tracking and options to integrate intake forms, you’ll take the administrative work out of identifying and capturing more opportunities for your business, and watch it grow. The Clio Grow Lead Inbox allows you to sync forms embedded on your website directly or via a live chat tool to Clio Grow, so every new client is effortlessly included in your system.

Having everything online while using Clio Grow has been able to save tremendous time in terms of converting a prospective client into a new client.

– Kristen Schneck, Owner, Abdullah and Schneck Immigration Law Group LLC.  

10. Your clients and your firm will have a better experience

According to the 2021 Legal Trends Report, the most sought-after trait in a lawyer is responsiveness to questions (86% among consumers), which should be the ultimate goal when making decisions about your law firm’s processes. Managing incoming clients in one organized system enables fast communication to help prospective clients get help in record time. 

With Clio Grow, both clients and law firm staff have a smoother experience right from the start: Online intake forms let clients going through stressful times provide information without coming into your office to fill out a form, while options like e-signatures allow clients to sign engagement agreements at anytime, from anywhere.

In the age of the client-centered law firm, providing excellent client experiences from intake to invoice has never been more important for the success of your law firm. With Clio Grow, you’ll be better positioned than ever to create happier clients, generate more referrals, and transform the practice of law, for good.

As your firm grows, you might be wondering about keeping up with all of your clients. If your caseload ever gets to be too much, we recommend you read; can a lawyer drop a client?.

Categorized in: Clio

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