Attract and win new clients
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Build your online presence with a professional website
With 96% of potential clients using a search engine to find legal advice, bring your online presence to life by creating a professional, optimized website right from Clio Grow that comes with everything you need to make a great first impression.
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Make it easy to book and pay for consultations
Avoid the back-and-forth of scheduling and rescheduling meetings. Prospective clients can choose a time based on your availability, right from your website or email, and receive automated text reminders so they don’t miss a meeting.
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Automate your most tedious client intake tasks
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Collect accurate information with online intake forms
Save time and avoid errors by sharing custom intake forms on your website, email, or text. Information is captured right into Clio Grow and syncs directly to Clio Manage when leads are converted to clients.
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Win the right clients
Identify high-value clients and uncover areas to optimize to bring in more revenue.
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Securely send documents for e-signature
No more mailing, faxing, or extra trips to your office. Give clients a secure way to sign and return documents from any device, and spend less time waiting.
Get a Personalized Tour of Clio Grow
Manage incoming clients in one organized system
Keep tabs on the status of each new client and learn how to grow your business in one platform.
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Track progress through your intake stages
Organize, manage, and track the progression of your potential new clients through your intake stages from one dashboard and save hours in client management.
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Deliver a consistent client intake experience with automation
Improve your conversion rate with an efficient intake process where each step is automated. Next steps progress without delays so clients are kept engaged, with no extra effort required from you or your team.
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Identify the best channels for new business
See where new clients are learning about your firm to know where you’re seeing the most results. Identify who your high-value clients are and what you can optimize to bring in more revenue.
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Run conflict checks right at intake
Search across all of Clio for any potential conflicts of interest, review any matches and mark their status to ensure it has been reviewed by someone in your firm. See it in action.
See how Clio optimizes intake for Canadian law firms
Available to Clio Manage customers or as part of the Clio Expand plan.