Clio Grow: Client Intake and CRM Software for Law Firms

Automated intake with a personal touch

Grow your firm with marketing resources and automated intake workflows. From forms to signatures to follow-ups, deliver consistent, professional service that converts more prospects while you focus on practicing law.

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 mental load of figuring out what to say.
Learn more about email marketing
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
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.
Learn more about Local Services Ads
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 text reminders so they don’t miss a meeting. See how it works.
Learn more about appointment booking

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.

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. Watch how.
Learn more about CRM
Deliver a consistent client intake experience with automation

Improve your conversion rate with an efficient intake process where each step is automated. Next steps progress without delays so clients are kept engaged, with no extra effort required from you or your team.
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. See it in action.
Learn more about reporting
Run conflict checks right at intake

Search across all of Clio for any potential conflicts of interest, review any matches and mark their status to ensure it has been reviewed by someone in your firm. When complete, get a summarized report of the results. Watch to see how.