Clio Grow

Workflow Automation Software for Client Intake and Communication

Make sure no client opportunities slip through the cracks.

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Intake clients efficiently using automation

Let Clio Grow handle intake tasks for you, so you can bring in clients faster, and with less effort.

Matter Pipeline Animation
  • Secure new clients in one click

    As new client inquiries come in, easily apply automations to set the intake process in motion: from scheduling appointments and collecting client information using intake forms, to sending emails and more.

  • Work the way you want without the complexity

    Start with pre-built templates for automated intake workflows that can be customized to your firm’s unique processes.

  • Maintain oversight over your growing business

    See where each incoming client is in your pipeline in real-time, and what automated tasks are in process and upcoming.

Keep clients engaged through the intake process

Deliver a great client experience from the first touchpoint with quick follow-ups and regular communications.

Product UI Clio Grow Appointment Text Reminder
  • Skip delays in your intake process

    When incoming clients complete a task, next steps trigger automatically so they aren’t left waiting.

  • Create, schedule, and send automated-yet-personalized client communications

    Use unlimited email templates, timed-delivery email scheduling, and automated text reminders to keep potential clients in the loop.

More Clio Grow features

Get started today

See how Clio will help your law firm get organized and practice more efficiently.

See Clio in Action
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See Clio in Action