Save everyone’s time—including your own
Approve information in moments—not hours—and move cases along faster.
Be more efficient with everything in one place
Automated document creation and integrated e-signature technology remove the need to purchase additional software, printers, paper, and more.
Speed up the client intake process
Send documents securely to clients in seconds and receive notifications about new signatures to remove bottlenecks during the intake process.
Make creating, sending, and signing a document as easy as 1-2-3
Send newly secured clients ready-made agreements or retainers, and have them signed and sent back to you quickly with e-signatures.
Enable client intake on the go with Clio Grow’s mobile e-signature functions
Your clients can sign legal documents on their phones and tablets and send them back to you, hassle-free.
Remove the risk of human error
No need to download, print, or send forms via snail mail. Your clients can securely sign and return forms as needed, all online.
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.
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.