Attract and retain new clients online—even while working remotely
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Automated Document Generation
Generate documents that clients can sign and return electronically—all online—so there’s no mailing, faxing, or waiting involved.
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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
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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.
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Appointment Booking
Eliminate costly back-and-forth, reduce overhead, and make it easier for clients to access your legal services.
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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Security
Protect your clients’ information and firm’s data with industry-leading security.
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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.