Clio Grow

Organize your legal client intake process

Save your firm time while delivering the best client experience with a reliable system for client intake.

See Clio Grow in action

Clio Grow NA Grow Masthead

Automate tedious client intake tasks with Clio Grow

Collect accurate intake form data

Share custom intake forms on your website, email, or text to save time and avoid errors. Information flows into Clio Grow and syncs to Clio Manage when leads convert to clients.

Save hours drafting documents

Instantly generate documents such as engagement letters and retainers from customizable templates. Then autofill them with client information you’ve collected through intake forms.

Send documents for e-signature

No more mailing, faxing, or extra trips to your office. Give clients a secure way to sign and return documents from any device, and spend less time waiting.

Attract and win new clients

  • Clio Grow NA Grow Grow your firm with email marketing

    Grow your firm with email marketing

    Send well-timed, effective emails that help close new and repeat business, without the guesswork.

    Explore email marketing

  • Clio Grow NA Grow Build your online presence with a professional website

    Build your presence with a professional website

    96% of potential clients use a search engine to find legal advice. Create an optimized website right from Clio Grow with everything you need to make a strong first impression.

    Explore law firm websites

  • Clio Grow NA Grow Show up on Google Search results

    Show up on Google Search results

    Google’s Local Services Ads for Clio helps law firms attract highly-qualified leads by appearing when clients in your area are searching for the legal services you offer.

    Explore Local Services Ads

  • Clio Grow NA Grow Make it easy to book and pay for consultations

    Let clients book and pay for consultations

    Prospective clients can pick a time based on your availability from your website or email and get automated text reminders so they don’t miss the meeting.

    Explore appointment booking

  • Quotemark

    Clio Grow has revolutionized how we do intake at our law firm. We do it seamlessly. It’s automated and responsive.

    Angela Lennon

    Partner, Koenig | Dunne

  • Quotemark

    Clio is our lifeline. We use it from the beginning of a case to the end. We are so busy and the intake process for us is a lifesaver!

    Tiffany Child

    Firm Administrator, Scott Wagner & Associates, P.A.

  • Quotemark

    Before, we were at a 20–25% no-show rate. Since setting up Clio Grow, we’re down to less than 5%.

    Michael Boreale

    Boreale Law, PLC

Manage incoming clients
in one
organized system

Know the status of every new client and how to grow your business from one platform. See Clio Grow in action

  • Clio Grow NA Grow Track progression through your intake stages

    Track progress through intake stages

    Organize, manage, and track potential clients through every intake stage from one dashboard and save hours on client management.

    Explore legal CRM

  • Clio Grow NA Grow Deliver a consistent client intake experience with automation

    Deliver a consistent intake experience

    Improve your conversion rate with an automated intake process. Let each step progress without delays, keeping clients engaged with no extra effort from you or your team.

    Explore automating workflows

  • Clio Grow NA Grow Identify the best channels for new business

    Find your best channels for new business

    See where new clients learn about your firm and which channels drive the most results. Identify your high-value clients and what to optimize to bring in more revenue.

    Explore reporting

  • Clio Grow NA Grow Run conflict checks right at intake

    Run conflict checks right at intake

    Search across all of Clio for potential conflicts of interest. Review any matches, mark their status, and get a summarized report when the check is complete.

    Watch to see how

See how you can organize your intake
process with Clio Grow

Available to Clio Manage customers or as part of the Clio Expand plan.

Book a free demo