Clio Grow

Organise your legal client intake process

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

See Clio Grow in action

Grow - Masthead

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.

The only client intake software for law firms

The only client intake software for law firms

Leader Badges - Winter 2026

400,000+

legal professionals

1,300+

5-star reviews on Capterra

100+

law societies and associations recommend Clio

18+

years as the industry leader

5 star review

“A game changer”

5 star review

“Great product”

5 star review

“User-friendly”

5 star review

“A game changer”

5 star review

“Great product”

5 star review

“User-friendly”

Attract and win new clients

  • Grow - Grow your firm with email marketing

    Grow your firm with email marketing

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

    Explore email marketing

  • Clio Grow - Build your online presence with a professional website

    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.

    Explore law firm websites

  • Grow - Make it easy to book and pay for consultations

    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

  • Clio Grow UK - Improve your law firm’s online reputations

    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

  • Quotemark

    Clio Grow has helped save my practice. I’ve been a Clio Grow customer for over a year and the volume of leads my firm receives would be impossible to track without using Clio Grow. The system is very intuitive and easy to use.

    Lara Evans

    Ubique Legal

  • Quotemark

    By integrating Clio Manage with Clio Grow, we could build smoother intake workflows, convert more prospects, and save time, stress, and money. It was a no-brainer.

    PIERS CLAYDEN

    Clayden Law

  • Quotemark

    Clio Grow and Clio Manage’s seamless integration means we can deliver a smooth end-to-end client intake process with virtually zero manual effort. Without Clio, I wouldn’t be as organised, we wouldn’t have as many clients, and revenue would be down.

    STEPHANIE NJOKU

    Neo Percept IP

Manage incoming clients
in
one organised system

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

  • Clio Grow NA Grow Track progression through your intake stages

    Track progress through intake stages

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

    Explore legal CRM

  • Clio Grow NA Grow Deliver a consistent client intake experience with automation

    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.

  • Clio Grow - Identify the best channels for new business

    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.

  • Clio Grow NA Grow Run conflict checks right at intake

    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.

    Watch to see how

See how much time you can save with Clio
Grow by using our ROI Calculator

Calculate savings

See how you can organise your intake
process with Clio Grow

Available to Clio Manage customers or as part of the Clio Expand plan.

Book a free demo