Know where potential clients are in the intake process
Get real-time status updates on matters, client appointments, and pending requests with a comprehensive Matter Pipeline and agenda.
Secure new clients in one click
Bring in potential clients and open new matters rapidly with a Quick Intake button that automates each step.
Organize your firm’s processes
Keep new cases organized and better manage firm workflows by filtering matters by status, type, location, and more.
Account for every detail
Improve your client intake process with checklists that keep tasks, emails, and appointments in order—and on track.
Create, schedule, and send automated-yet-personalized client communications
Use unlimited email templates, timed-delivery email scheduling, and automated reminders to keep potential and current clients in the loop.
Manage clients from intake to invoice by integrating with Clio Manage
Track and leverage possible client interaction—from the first call to final invoice—by integrating with Clio’s practice management platform, Clio Manage.
Connect to apps
Further tailor your firm’s communication processes and workflows by syncing Clio Grow to other apps.