Clio Grow

Practices are built on meaningful relationships—not spreadsheets

The legal client relationship management (CRM) and client intake software that transforms the way you engage with potential and existing clients.

Transform the way you engage with potential and existing clients with Clio Grow.

Complete Client Relationship Management

Organize and nurture potential new and existing clients efficiently and effectively. Stay on top of potential new clients and grow your network from one convenient platform.

Complete client relationship management with Clio Grow.
  • Client Management

    Manage your contacts and email lists with a robust legal CRM to ensure that no exchange falls through the cracks.

  • Follow-Up Scheduling

    Build, schedule, and automate client intake communication—from appointment reminders to email campaigns.

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  • Contact Organization

    Search, tag, and filter your contact lists for better visibility into your network.

Expedited Client Intake

Eliminate data entry and non-billable tasks with online intake forms. Provide potential clients easy and flexible intake options and watch your firm grow.

Expedited client intake with Clio Grow.
  • Intake Organization

    View potential clients in one centralized location with our robust Matter Pipeline. Connect to your marketing channels, so potential clients show up in your Lead Inbox automatically.

  • Intake Form Customization

    Create intake forms with our simple, drag-and-drop builder—or have us do it for you. Customize forms with practice-specific questions, custom fields, and your firm’s logo.

  • Lead and Revenue Tracking

    Use in-depth reporting to better understand your business—how clients find you, and which referrals generate the most revenue.

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Convenient E-Signatures and Legal Document Automation

Take the complexity out of documentation by automating legal documents that your clients can sign instantly from their computer, phone, or tablet.

Create your online signature by drawing or typing for legally binding e-signatures on documents in Clio.
  • Automated Document Generation

    Generate documents that clients can sign electronically. Speed up the process, and don't keep clients waiting.

  • Secure Cloud Collaboration

    Draft, review, and sign legal documents—at any time—using our secure cloud-based platform.

Everything you need to grow your firm

  • Online Intake Forms

    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.

  • 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 Grow can help your law firm get organized and practice more efficiently.

Schedule a Demo