Clio Grow

There’s a better way to do client intake—for your firm and your clients

Clio’s cloud-based client intake and legal client relationship management (CRM) software helps you retain new clients in minutes.

See Clio Grow in Action

*Clio Grow is available to Clio Manage customers or as part of Clio Complete.

Attract and retain new clients online—even while working remotely

  • Automate your intake process

    Use shareable, online intake forms, e-signatures, and document automation to turn your firm’s client intake process into a simple, organized system in the cloud.

  • Schedule consultations and accept payments online

    Enable effortless appointment booking with Clio Scheduler—and integrate it with Clio Manage’s Payments functionality to accept payment before you meet and reduce the risk of no-shows.

  • Automate redundant tasks, emails, and workflows

    Streamline day-to-day tasks like email follow-up and data entry, lowering overhead and freeing up time for more profitable tasks—so you can focus on what matters most.

Legal Client Relationship Management (CRM)

Organize and nurture your potential new clients, existing clients, and professional contacts from one convenient platform.

Clio Grow Matter Pipeline
  • Client management

    Manage your contacts and email lists with a cloud-based legal CRM to ensure that no relationship or business opportunity falls through the cracks.

  • Automate your most important tasks

    “Set and forget” essential aspects of client retention and communication—like client intake, appointment reminders and email follow-ups.

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  • Contact organization

    Search, tag, and filter your contact lists, so you can easily access your entire contact database whenever and wherever you need to.

Online Client Intake

Eliminate data entry and non-billable tasks with customizable, public-facing online intake forms and other easy-to-use, time-saving features.

Clio Grow Simplified UI Client Intake Online Intake Tools
  • Intake organization

    View potential clients in one centralized location with Clio Grow’s robust Matter Pipeline. Sync Clio Grow with your website, virtual receptionist, and other marketing channels so potential clients show up in your Lead Inbox automatically.

  • Intake form customization

    Create custom intake forms (or have us build them for you), and then share the forms online via email and SMS—or post them on your website—so potential new clients can submit their information straight into Clio Grow.

  • Lead and revenue tracking

    Gain valuable data insights with Clio Grow’s in-depth reporting metrics. Learn how potential 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.

Clio Grow Simplified UI Document Automation Electronic Signatures Documents and E-Signatures
  • Automated Document Generation

    Generate documents that clients can sign and return electronically—all online—so there’s no mailing, faxing, or waiting involved.

  • Secure Cloud Collaboration

    Draft, review, and sign legal documents—at any time—using Clio Grow’s 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.

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

  • Support Icon

    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.

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Get started today

See how Clio Grow* can help your law firm get organized and practice more efficiently.
*Available to Clio Manage customers or as part of Clio Complete.

See Clio Grow in Action
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Try Clio for Free

Try Clio’s legal software free for 7 days with no obligation. Easy setup. No credit card required. Cancel anytime