Clio Grow

Legal Client Relationship Management (CRM)

Build strong relationships with current and potential clients—and watch your revenue grow.

Put your clients first—and enjoy the benefits

Connect at every opportunity. When clients are top-of-mind for you, you’ll be top-of-mind for them.

Acquire new clients more efficiently than before with Clio Grow.
  • All your contacts’ information, at your fingertips

    Quickly search, filter, and export your contact lists, and generate mailing lists with ease.

  • Make it easy for clients to do business with you

    Offer clients flexible ways to engage with your firm—like document automation, e-signatures, alternative fee arrangements, and more. It’ll make all your lives easier.

  • Sync Clio Grow with your favorite communication tools

    File emails and attachments with add-ons for Outlook, Gmail, and other applications. Sync your Clio contacts to your Google and Outlook accounts.

Manage potential clients and the intake process

Attract, qualify, and convert potential clients into paying clients.

  • Organize your contacts with customizable tags

    Tag and categorize potential clients, existing clients, and professional contacts into easily searchable lists, so you can find who you need, when you need them.

  • Track potential clients from multiple sources and follow-up with ease

    Keep all your potential clients in one place with our easy-to-use Lead Inbox and convert them to contacts and matters in seconds.

  • Access prospect and client overviews

    See the current status of each potential or retained client. Get progress updates from your Matter Pipeline and convert more new leads into cases.

  • Automate the client intake process

    Build client intake workflows that keep you on top of every task—including automated appointment reminders, scheduled emails, custom document creation, and more.

More Clio Grow features

  • Online Intake Forms

    Simplify client intake and eliminate data entry and non-billable tasks for your firm.

  • Document Automation & Electronic Signatures

    Generate documents, get them signed, and collaborate with clients efficiently in the cloud.

  • Workflow & Email Automation

    Turn legal client intake processes into an organized and automated system.

  • Reporting & Data Insights

    Understand revenue and productivity drivers, and where your most valuable clients are coming from.

Get started today

See how Clio's legal CRM software can help your law firm get organized and practice more efficiently.

Get Started Schedule a Demo