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Clio Grow

Legal Client Relationship Management (CRM) Software

Build stronger relationships with potential and existing clients and make sure no client, communication, or opportunity slips through the cracks. Clio’s legal CRM software is built for UK solicitors and law firms, with client intake, follow-ups, and matter pipeline in one system.

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Onboard and manage clients with ease

Use Clio's legal CRM system to onboard clients into an engaging relationship from day one.

Clio Grow Simplified UI Client Relationship Management Matter Pipeline

  • Know the status of every client at a glance

    See the current status of each potential or retained client. Get an overview of their contact and matter details from an easy-to-understand dashboard.

  • Organise contacts with customisable tags

    Tag and categorise potential clients, existing clients, and professional contacts in our legal CRM software, so you can find who you need, when you need them.

  • Cut down on consultation no-shows

    Simplify the appointment scheduling process and automate sending appointment reminders by text or email.

Make great client experiences your differentiator

Turn every potential client into a referral, a good review, and more business for your law firm.

  • Never miss a client follow-up

    Use our legal CRM software to automatically create tasks and reminders that will ensure you’re keeping clients in the loop at every stage of their client intake journey.

  • Impress with seamless client engagement

    Build a CRM workflow that’s easy for you and your clients, including customised online intake forms, instant document creation, and e-signatures.

  • Run automated email campaigns

    Create tailored, multi-step email campaigns that engage your prospects and new clients from first enquiry to retained matter.

See the data behind your firm’s performance

Get in-depth reporting on what's driving revenue and boosting productivity for UK solicitors and law firms. Track matter pipelines, fee earner performance, and referral sources from one easy-to-use dashboard.

  • Identify opportunities to grow your firm

    Focus on the most profitable practice areas, matter types, and clients for your firm—from conveyancing and family law to civil litigation and employment—by analysing the right data.

  • Track and highlight key revenue sources

    Identify top-performing fee earners, referral sources, and client types to improve your firm's profitability.

  • Get a view into firm financials from the start

    Estimate initial matter values, and update estimates as you retain new clients for better financial forecasting.

  • Customise reports to fit your firm’s needs

    Filter data for detailed information on matter types, lead sources, staff members, and more. Structure client intake reports so they make sense for your firm.

Frequently Asked Questions

What is legal CRM software?

Legal client relationship management (CRM) software helps UK solicitors and law firms manage business development—client intake, scheduling, follow-up, and pipeline reporting.

In short, a legal CRM system addresses the process of turning enquiries into retained clients.

Who at my firm will use legal CRM the most?

Anyone working with new enquiries benefits from legal CRM software—fee earners taking initial calls, paralegals managing intake forms, practice managers scheduling consultations, and partners reviewing the pipeline. Solo solicitors often run the entire intake process themselves; larger UK law firms tend to specialise the role.

What's the difference between legal CRM software and spreadsheets?

A legal CRM solution is a structured database built for client management—searchable, updatable, and shared across your firm.

Spreadsheets handle basic contact lists; legal CRM software adds online intake forms, automatic follow-up scheduling, conflict checks, and reporting that spreadsheets can’t match.

What can Clio's legal CRM automate and streamline?

Clio’s legal CRM software automates day-to-day client management tasks such as follow-up scheduling, contact data entry, document generation, and intake form routing—freeing fee earners to focus on client engagement.

What happens when a potential client becomes a client?

We offer an end-to-end solution to managing and growing your firm. Once a client is secured, you can seamlessly transition their case information into our legal case management software.

We offer an end-to-end solution for managing and growing your firm. Once a client is retained, you can seamlessly transition their matter information into Clio’s legal case management software.

How is legal CRM different from legal case management software?

Legal CRM software (like Clio Grow) handles the client intake process—tracking enquiries, managing the pipeline from prospect to retained client, and automating follow-ups.

Legal case management software (like Clio Manage) takes over once the client is retained—managing the matter, documents, time recording, and billing. Most UK firms use both: CRM for business development, and case management for active matters.

What's the difference between Clio Grow and a generic CRM?

Generic CRM tools (like Salesforce or HubSpot) are built for sales teams. Clio Grow is a legal CRM solution built specifically for UK solicitors and law firms with intake forms designed for legal enquiries, conflict-of-interest checks, engagement letter workflows, and integrations with legal case management software.

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See how Clio's legal CRM software can help your law firm to get organised and to work more efficiently.

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