Clio Grow

Practices are built on meaningful relationships—not spreadsheets

The client intake and legal client relationship management (CRM) 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.

Engage clients in a few simple clicks

  • Make the client intake process more efficient—and personal

    Use custom intake forms, e-signatures, and document automation to retain new clients with ease.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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

Get more than just software

Receive award-winning support, industry-leading security, access to Clio integrations, and more—at no extra cost.

  • Security

    Protect your clients’ information and firm’s data with industry-leading security.

  • 24/5 Support

    Get exceptional customer support from an award-winning team that’s dedicated to your success.

  • 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.

Schedule a Demo