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Clio Grow
Simplify your client onboarding with #1 legal client intake software
The platform you need to attract and win new clients.
- Organise client onboarding and task management.
- Simplify client data collection with customisable forms.
- Track communications and nurture client relationships.
- Facilitate quick and secure document signing with e-signatures.
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150,000+
global users
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1,200+
5-star reviews on Capterra
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100+
law societies & associations approve of Clio
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15+ Years
as the industry leader
The only client intake software for law firms you’ll ever need.
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“A game changer”
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“Great product”
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“User-friendly”
Attract and win new clients with client intake software for lawyers
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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, optimised website right from Clio Grow that comes with everything you need to make a great first impression.
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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 reminders so they don’t miss a meeting.
Learn more about appointment booking
Automate your most tedious client intake tasks
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Collect accurate information with online intake forms
Save time and avoid errors by sharing custom intake forms on your website or email. Information is captured right into Clio Grow and syncs directly to Clio Manage when leads are converted to clients.
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Save hours when drafting documents
Instantly generate documents such as engagement letters and retainers from customisable templates. Then autofill them with client details you’ve collected through client intake forms.
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Securely send documents for e-signature
No more posting, 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.
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Manage incoming clients in an organised client intake software for legal firms
Know the status of every new client acquisition and how to grow your business from one platform.
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Track progression through your intake stages
Organise, manage and track the progression of your potential new clients through your intake stages from one dashboard and save hours in client relationship management.
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Deliver a consistent client onboarding experience with automation
Improve your conversion rate with an efficient intake process where each step is automated. The next steps progress without delays so clients are kept engaged, with no extra effort required from you or your team.
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Identify the best channels for new business
See where new clients are learning about your legal practice to know where you’re seeing the most results. Identify who your high-value clients are and what you can optimise to bring in more revenue.
See how you can organise your intake process with Clio Grow.
Available to Clio Manage customers or as part of the Clio Suite plan.