Clio Grow

Organize your legal client intake process

Name: Clio Grow
Brand: Clio
Rating: 4.7 (12513 reviews)

Save your firm time while delivering the best client experience with a reliable system for client intake.

See Clio Grow in action

Automate tedious client intake tasks with Clio Grow

Collect accurate intake form data

Share custom intake forms on your website, email, or text to save time and avoid errors. Information flows into Clio Grow and syncs to Clio Manage when leads convert 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.

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.

Attract and win new clients

Grow your firm with email marketing

Send well-timed, effective emails that help close new and repeat business, without the guesswork.

Explore email marketing
Build your presence with a professional website

96% of potential clients use a search engine to find legal advice. Create an optimized website right from Clio Grow with everything you need to make a strong first impression.

Explore law firm websites
Show up on Google Search results

Google’s Local Services Ads for Clio helps law firms attract highly-qualified leads by appearing when clients in your area are searching for the legal services you offer.

Explore Local Services Ads
Let clients book and pay for consultations

Prospective clients can pick a time based on your availability from your website or email and get automated text reminders so they don’t miss the meeting.

Explore appointment booking

Improve your law firm’s online reputation

Automatically send review requests to clients and build a steady stream of fresh reviews. Boost your search ranking, get recommended by AI tools, and attract more prospective clients.

Explore reputation management

Improve your law firm’s online reputation

Clio Grow has revolutionized how we do intake at our law firm. We do it seamlessly. It’s automated and responsive.

Angela Lennon

Partner, Koenig | Dunne
Clio is our lifeline. We use it from the beginning of a case to the end. We are so busy and the intake process for us is a lifesaver!

Tiffany Child

Firm Administrator, Scott Wagner & Associates, P.A.
Before, we were at a 20–25% no-show rate. Since setting up Clio Grow, we’re down to less than 5%.

Michael Boreale

Boreale Law, PLC

Manage incoming clients in one
organized system

Know the status of every new client and how to grow your business from one platform. See Clio Grow in action

Track progress through intake stages

Organize, manage, and track potential clients through every intake stage from one dashboard and save hours on client management.

Explore legal CRM
Deliver a consistent intake experience

Improve your conversion rate with an automated intake process. Let each step progress without delays, keeping clients engaged with no extra effort from you or your team.

Explore automating workflows
Find your best channels for new business

See where new clients learn about your firm and which channels drive the most results. Identify your high-value clients and what to optimize to bring in more revenue.

Explore reporting
Run conflict checks right at intake

Search across all of Clio for potential conflicts of interest. Review any matches, mark their status, and get a summarized report when the check is complete.

Watch to see how