Standardize the client intake process
Automate client intake workflows to ensure no communication or billable opportunity gets missed.
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.
Customize work, task, and email templates
Build step-by-step templates that you and your staff can use to complete repetitive work efficiently.
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.
Work the way you want
Streamline the client lifecycle, tailor your processes, and grow your network by connecting with Clio’s other offerings and integrations.
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.
More Clio Grow features
Simplify client intake and eliminate data entry and non-billable tasks for your firm.
Client Relationship Management (CRM)
Offer clients flexible ways to engage with your firm—with document automation, e-signatures, and more.
Document Automation & Electronic Signatures
Generate documents, get them signed, and collaborate with clients efficiently in the cloud.
Client Intake Insights
Understand your intake process, and where your most valuable clients are coming from.
Eliminate costly back-and-forth, reduce overhead, and make it easier for clients to access your legal services.
Create a professional website in minutes with built-in tools to connect with clients, collect payments, and more.
Get started today
See how Clio will help your law firm get organized and practice more efficiently.