CRM for law firms that follows each lead through intake
See a potential client’s status, history, and next step without digging through your inbox.
Track each lead’s stage
The Matter Pipeline shows where every potential client sits and updates as they move towards becoming a matter.
Tag contacts your way
Group potential clients, current clients, and referral sources with tags and categories that match how your firm works.
Collect intake once
Online intake forms gather contact and case details a single time, and the answers fill in the record.
Book consultations online
Potential clients pick a time through appointment booking, and automated reminders help cut no-shows.
Follow-up that keeps going after the first call
Potential clients who don’t book right away still hear from your firm, on a schedule you set.
Assign intake tasks
Tasks and reminders are created at each intake stage, so the next step doesn’t depend on someone remembering it.
Run multi-step email campaigns
Email campaigns stay in touch with people who enquired but haven’t moved forward.
Request reviews when the work is done
Ask satisfied clients to share their experience through reputation management once their matter wraps up.
CRM reporting that shows where your clients come from
See incoming value by practice area
Count how many new clients arrive and what they’re worth, broken down by the type of work.
Credit your referral sources
Referral reports show who sent each new client and how many of those referrals were retained.
Measure intake performance
Client intake insights reveal which marketing sources bring in new clients and where leads stall.
AI CRM for lawyers that responds while you’re with clients
With Grow AI, Clio’s AI for intake, potential clients get a reply by email or web chat at any hour. Your team reviews the results and chooses which matters to accept.
Score each new lead
Clio’s AI rates every enquiry on case type, location, and fit with clients who’ve instructed you before, and shows its reasoning.
Flag possible conflicts
A conflict screen runs across your Clio records at intake and summarises anything that needs a closer look.
Re-engage quiet leads
Leads who stop responding, including those with an unsigned agreement, get follow-ups in messaging your firm has approved, and anyone on your team can step in.
New clients carry straight into Clio Manage
When a potential client instructs you, their contact details and intake answers move into case management with no re-entry, so the relationship continues on one record.
Legal CRM resources
Legal CRM software FAQs
What is legal CRM software?
Legal CRM software tracks a firm’s relationships with potential and current clients, including every enquiry, consultation, follow-up, and referral source. In Clio Grow, the CRM is tied to intake forms, booking, and e-signatures, and the record moves into Clio Manage when a client instructs you.
Who at a law firm uses CRM software the most?
Anyone who handles new business: intake staff, lawyers taking consultations, and owners tracking where clients come from. Everyone works from the same record, so a lead passed between people keeps its history.
Why use CRM software for lawyers instead of a spreadsheet?
A spreadsheet holds a list, and someone has to keep it current. CRM software for lawyers books consultations, sends reminders, prepares intake documents for signature, and shows each lead’s stage without anyone editing a cell.
What can Clio’s law firm CRM automate?
Intake tasks, appointment reminders, documents for e-signature, and email campaigns to leads who haven’t instructed you yet. With Grow AI, first replies and follow-ups to quiet leads can run as well, and your team can take over at any point.
Is there an AI CRM for lawyers?
Yes. Grow AI replies to potential clients, rates each lead on your firm’s criteria and past clients, screens for conflicts, and follows up when leads go quiet. Prospect information stays in your Clio account, visible only to people with permission, and isn’t used to train public AI models.
Is legal CRM the same as client intake software?
They overlap. Intake gathers a potential client’s details and gets the agreement signed, while CRM tracks the relationship before and after. Clio Grow does both, so what intake collects becomes the start of the client record. Explore Clio Grow.
How do I choose CRM software for a small law firm?
Look for intake forms, conflict checks, online booking, follow-up, and a record that carries into case management. Clio Grow covers each of these and hands new clients to Clio Manage, so a small team isn’t stitching separate tools together.
What happens when a potential client instructs my firm?
Their contact details, intake answers, and signed documents move into a new matter in Clio Manage. Nothing gets retyped, and the history from their first enquiry stays attached.
How much does legal CRM software cost?
Pricing is per user, per month. Client intake and CRM come with the Elite plan and are an add-on for Core and Signature. Grow AI is billed per matter hired with its help. Compare plans.