Get the most out of Clio Grow

Get a quick introduction to Clio Grow’s core features, including how to:

Make Clio Grow work the way your firm works. Customize your matter types to match the cases you handle, configure your pipeline stages to reflect your intake process, and set up custom fields to capture the specific information that matters most to your practice. If you’re also using Clio Manage, you can sync your custom fields so data flows seamlessly between both products from day one.

See how to use the matter pipeline

Eliminate paper forms and manual data entry. With Clio Grow’s online intake forms, prospective clients can submit their information from anywhere, and their details flow directly into your pipeline. Build reusable templates by practice area, generate engagement letters and retainers faster, and let clients book appointments in just a few clicks.

Set up intake form templates

Set up document templates

Set up appointment booking links

From first contact to signed engagement, Clio Grow keeps your intake process moving without the manual work.

Set up automated workflows that trigger each step in your intake sequence: appointment reminders by text or email, follow-up messages, and e-signatures for engagement letters. Every step progresses on schedule, so clients stay engaged and nothing falls through the cracks.

See how to build automated workflows

See how to apply and manage automated workflows

Clio Grow helps you bring in more business.

Build your online presence: Create a professional, optimized law firm website directly from Clio Grow. No coding or design experience required.

Reach clients searching for legal help: Connect with Google Local Services Ads for Clio so your firm appears when potential clients in your area need legal assistance.

Stay top of mind with email marketing: Send well-timed, effective emails that help close new and repeat business without the mental load of figuring out what to say.

Capture every lead: Whether potential clients reach you from your website, a marketing service, or a virtual receptionist, their information shows up automatically in Clio Grow’s lead inbox.

Set up Google Local Services Ads

Create email marketing campaigns

Know where your best clients come from and where to focus your efforts.

Clio Grow’s reporting dashboard gives you visibility into the metrics that matter, including how many potential clients are in each stage, where they’re coming from, which referral sources drive the most revenue, and the estimated value of your pipeline.

When a client is ready to sign, their information transfers to Clio Manage in a single click. No duplicate data entry required.

Sync and convert custom fields

Put your Clio knowledge to the test by becoming a Clio Certified Administrator. Our free, 90-minute exam covers key areas across Clio Manage and Clio Grow. This includes billing and payments configuration, client communication and engagement, and matter and document management.

Pass with 80% or higher to earn a shareable badge from Credly that you can display on LinkedIn, your website, or your email signature.

To prepare, complete the five learning paths in Clio Academy: Get Organized, Get New Clients, Get Paid, Get Connected, and Work Smart. Each includes a practice exam at the end.

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