Organize your client intake process
Save you and your firm time while delivering the best client experience with a reliable system for intaking new clients.
Attract and win new clients
Build your online presence with a professional website
With 96% of potential clients using a search engine to find legal advice, bring your online presence to life by creating a professional, optimized website right from Clio Grow that comes with everything you need to make a great first impression.Learn more about law firm websites
Make it easy to book and pay for consultations
Avoid the back-and-forth of scheduling and rescheduling meetings. Prospective clients can choose a time based on your availability, right from your website or email, and receive automated reminders so they don’t miss a meeting.Learn more about appointment booking
Automate your most tedious client intake tasks
Collect accurate information with online intake forms
Save time and avoid errors by sharing custom intake forms on your website, email, or text. Information is captured right into Clio Grow and syncs directly to Clio Manage when leads are converted 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.
Securely 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.
Get a Personalized Tour of Clio Grow
Manage incoming clients in one organized system
Know the status of every new client and how to grow your business from one platform.
Track progression through your intake stages
Organize, manage, and track the progression of your potential new clients through your intake stages from one dashboard and save hours in client management.Learn more about CRM
Deliver a consistent client intake experience
Keep yourself and your team organized to ensure you meet your intake goals with templated checklists to standardize workflows for different matter types and track task completion.Learn more about automating workflows
Identify the best channels for new business
See where new clients are learning about your firm to know where you’re seeing the most results. Identify who your high-value clients are and what you can optimize to bring in more revenue.Learn more about reporting
See how you can organize your intake process with Clio Grow
Available to Clio Manage customers or as part of the Clio Complete plan.