Clio Grow

Always on client acquisition for law firms

Capture every lead, qualify every prospect, and check for every conflict with AI-powered intake that works after hours.

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 customisable 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.

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 customisable 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.

Win more business with AI‑powered client acquisition

Never miss a chance to grow with AI client acquisition that responds to emails and web visitors after hours, screens leads for fit and conflicts, books qualified prospects into an appointment, then nurtures them after case closed.

See Grow AI in action

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Attract new clients

Grow your firm with email marketing

Send well-timed, effective emails that help close new and repeat business, without the guesswork.
Build your presence with a professional website

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

Clio Grow has revolutionised 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 organised system

Know the status of every new client and how to grow your business from one platform.

Track progress through intake stages

Organise, manage, and track potential clients through every intake stage from one dashboard and save hours on client management.
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.
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 optimise to bring in more revenue.
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 summarised report when the check is complete.