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