Clio Grow

Send high impact emails to drive more business

Email marketing in Clio Grow helps you stay top of mind, nurture relationships, and drive repeat and referral business—all without the need to learn new tools or start from scratch.

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Email marketing made easy for busy law firms

No integrations. No extra logins. Just smart email marketing features built into the platform you already use to run your firm.

  • Target the right people from your database

    Use details like intake status, practice area, or past matters to send the right message to the right clients—no need to manually select people from your list.

  • Start with a legal-specific email setup

    Select from email campaign templates designed for legal use cases such as follow-ups, birthday greetings, or check-ins. Start with a customizable pre-written email tailored to common legal scenarios.

  • Track performance and optimize for results

    See which emails get opened, who clicks, and how your campaigns lead to new matters and billed revenue—so that you get a clear picture of what’s working and what’s not.

  • Stay compliant, automatically

    Clio handles opt-outs and includes features that support legal privacy and marketing rules, so you don’t have to worry about your emails being compliant.

Set up and send professional emails in under 5 minutes—no marketing background needed

  • 1. Pick your starting point

    Use a ready-made template or choose a goal (like client follow-up or re-engagement).

    2. Select your audience

    Filter your contacts by practice area, intake status, or past cases right within Clio—no spreadsheets needed.

    3. Tailor your message

    Write your own email or start with an AI-generated draft based on legal best practices.

    4. Send and see what works

    Track opens, clicks, and even revenue generated—so you know what’s effective and where to adjust.

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Law firm email marketing, tailored to your practice area

Whether you're looking to bring in new clients, reconnect with past ones, or stay top of mind, Clio’s email marketing tools support a variety of legal-specific campaigns.

Here are examples of what you can send, tailored to the needs of your practice area.

Stay connected with clients through life’s changes and position your firm as the first call when new needs arise.

Remind clients to revisit custody agreements at the end of the school year to drive repeat business
Share newsletters ahead of the busy season to keep your firm top of mind
Follow up with leads who’ve gone quiet to convert more intakes
Send birthday greetings to build long-term relationships
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Close clients faster and keep your firm top of mind for future legal needs.

Follow up with past clients about expungement services
Promote other services your firm offers through email updates
Nudge leads in progress to move forward with your firm
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Drive more business by creating urgency and stay relevant to clients who may not see estate planning as urgent—until they do.

Check in with past clients about updating their estate plans
Send a reminder to schedule an initial consultation
Reconnect with old leads about protecting their assets
Reach out to estate administration clients to see if they need help creating or updating their own will
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Stand out in a competitive market with helpful content and consistent outreach.

Share helpful info and practical guidance to stay top of mind—like steps to take after a car accident
Reach out to past clients for referrals to see if they know someone in need of a personal injury lawyer
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Stay visible, build loyalty, and uncover new legal needs.

Send birthday or holiday greetings to stay top of mind
Share office updates like closures or new offerings
Check in with past clients to see if they need anything else
Reconnect with leads who didn’t hire your firm
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