Engage clients in a few simple clicks
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Make the client intake process more efficient—and personal
Use custom intake forms, e-signatures, and document automation to retain new clients with ease.
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Automate tasks, so you can focus on what matters most
Streamline day-to-day tasks like email follow-up and data entry, so you have more time to grow your firm.
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Know which matters and clients drive your success
Use advanced data reporting to identify your firm’s most valuable referral partners and clients.
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.
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Client Management
Manage your contacts and email lists with a robust legal CRM to ensure that no exchange falls through the cracks.
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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.
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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.
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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.
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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.
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Automated Document Generation
Generate documents that clients can sign electronically. Speed up the process, and don't keep clients waiting.
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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
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Client Intake
Simplify client intake and eliminate data entry and non-billable tasks for your firm.
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Client Relationship Management (CRM)
Offer clients flexible ways to engage with your firm—with document automation, e-signatures, and more.
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Document Automation & Electronic Signatures
Generate documents, get them signed, and collaborate with clients efficiently in the cloud.
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Workflow & Email Automation
Turn legal client intake processes into an organized and automated system.
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Client Intake Insights
Understand your intake process, and where your most valuable clients are coming from.
Get more than just software
Receive award-winning support, industry-leading security, access to Clio integrations, and more—at no extra cost.
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24/5 Support
Get exceptional customer support from an award-winning team that’s dedicated to your success.
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Clio Referral Network
Partner with thousands of Clio law firms to share and receive new business and referrals—for free.
Get started today
See how Clio Grow can help your law firm get organized and practice more efficiently.