Carry clients through
Move the right opportunities from first conversation to booked consultation and initial payment.
One connected workspace, from first inquiry to signed client
When a lead becomes a client, everything they've shared carries into the rest of Clio.
Screen to your criteria
Each inquiry is sorted against the practice areas, locations, and requirements you set.
Run conflict checks
Search across all of Clio for potential conflicts of interest.
Never miss a chance to grow
AI client acquisition responds after hours, screens leads for fit and conflicts, books qualified prospects into an appointment, and nurtures them long after the case is closed.
- Respond every time. Engage every inquiry across web and email at all hours.
- Skip the back-and-forth. Appointments for good-fit leads are scheduled automatically.
- Keep stalled leads moving. Grow AI sends intake forms and follows up on unsigned agreements.
- Increase client lifetime value. Keep the relationship going with automated check-ins timed to bring past clients back.
Keep every inquiry together, no matter how they reach you
A prospective client may email, text, chat, or fill out a form. However they start, what they share stays with them.
- Ask the questions your firm needs. Intake follows your practice areas, locations, and requirements.
- Give every lead a clear next step. Send a form, request details, or offer consultation times.
- Review leads with the context in view. Answers, history, source, and documents sit in one place.
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400,000+ legal professionals
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1 billion+ global legal documents
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4.8/5 stars with more than 8,000+ reviews
Move good-fit leads from consultation to signed client
Track every lead through your pipeline, then send the fee agreement, collect the signature, and request payment from Clio.
- See every stage of the pipeline. Know where each lead stands and who owns the next step.
- Get the agreement signed. Send fee agreements for e-signature and collect payment online.
- Know which inquiries deserve a closer look. You decide what a good-fit matter looks like.
Make your marketing make the case for your firm
Build a connection from the moment potential leads find you. Plus, have the resources to stay in touch with them.
- Stay in touch. Send birthday greetings, event invitations, and firm updates by email.
- Create a professional online presence. Launch a secure website in minutes.
- Find your best channels for new business. See where new clients learn about your firm and which channels drive the most results.
Build a reputation worth referring
The best source of future business should be the clients you already served well. Clio helps turn that goodwill into reviews and referrals.
- Request reviews when it counts. Send personalized Google review requests after a matter closes.
- Keep in touch before they need you again. Reach out to past clients to drive repeat business.
- Manage your reputation. Automatically send review requests and grow your reach.
Clio Grow has revolutionized how we do intake at our law firm. We do it seamlessly. It’s automated and responsive.
Partner, Koenig | Dunne
Never trains on your data
Your files are never used to train public AI models.
Private by permission
Each person sees only the matters they should.
Secure
SOC 2 Type II certified, and meets PIPEDA requirements, with zero data retention agreements.
Clio Grow FAQs
What is Clio Grow?
Clio Grow is one of the solutions that make up Clio’s legal AI platform. It helps law firms manage reputation and marketing while acquiring potential leads. It handles or supports messages, intake, qualification, scheduling, engagement, and reporting. Relevant client information can carry into the rest of Clio when a prospective client retains the firm.
Is Clio Grow a legal CRM?
Clio Grow includes legal CRM capabilities such as contact records, lead sources, pipeline stages, communications, assignments, and reporting. It also connects those capabilities with intake forms, scheduling, electronic signatures, payments, reputation management, and email marketing.
How does AI support client intake?
Clio’s legal AI can begin intake conversations, collect the initial information, organize the lead, prepare an assessment, and move approved next steps forward using the process your firm set. Your team reviews consequential work and decides whether the firm will consult, decline, refer, or represent a prospective client.
Can Clio respond to prospective clients after hours?
Where configured, Clio’s legal AI can collect initial information, explain the next step, and schedule a consultation. The resulting lead and intake record are available to the firm for review.
How does Clio Grow work with the rest of Clio?
When a lead becomes a client, approved contact and intake information can carry into the client and matter record. This gives the team a more complete starting point for documents, deadlines, communication, billing, payment, and the legal work itself.
Can Clio help us build our intake process?
Yes. Clio offers onboarding and training to help firms configure intake stages, forms, templates, scheduling, communications, and other Grow capabilities around the way the firm works.
Does Clio use my firm's data to train AI models?
Customer information is not used to train third-party AI models. Access to matter information also follows the permissions and controls that apply in Clio.