{"id":11240,"date":"2024-04-24T10:51:51","date_gmt":"2024-04-24T09:51:51","guid":{"rendered":"https:\/\/www.clio.com\/uk\/?p=11240"},"modified":"2026-02-27T23:31:46","modified_gmt":"2026-02-27T23:31:46","slug":"clio-grow","status":"publish","type":"post","link":"https:\/\/www.clio.com\/uk\/blog\/clio-grow\/","title":{"rendered":"The Complete Guide to Clio Grow: 10 Essential Steps"},"content":{"rendered":"<p>In legal, valuable business is built on relationships\u2014not spreadsheets.<\/p>\n<p><a title=\"legal trends report\" href=\"https:\/\/www.clio.com\/uk\/guides\/2018-legal-trends-report\/\" target=\"_blank\" rel=\"noopener\">62% of consumers<\/a> look for recommendations from friends and family when hiring a lawyer, so creating a good client experience can create repeat business, <a href=\"https:\/\/www.clio.com\/customers\/community\/\" target=\"_blank\" rel=\"noopener\">referrals<\/a>, and a great reputation\u2014and in turn, growth for your law firm. But as most lawyers know, finding new clients and creating a great client experience is still a challenge for many law firms.<\/p>\n<p>Clio Grow is industry-leading <a title=\"law firm client intake\" href=\"https:\/\/www.clio.com\/uk\/features\/online-intake-forms\/\" target=\"_blank\" rel=\"noopener\">client intake software<\/a> that opens doors and windows when it comes to finding new clients and ensuring they have a best-in-class experience.<\/p>\n<p>Read on to learn about client vetting, retention, and onboarding with Clio Grow.<\/p>\n<h2>1. It\u2019s easy to track how each potential client progresses<\/h2>\n\n\t\n\n<p>With Clio Grow, no exchange falls through the cracks. Within your <a title=\"Matter pipelines clio support article\" href=\"https:\/\/help.clio.com\/hc\/en-150\/articles\/9286134468507-Clio-Grow-Pipeline\" target=\"_blank\" rel=\"noopener\">Matter Pipeline<\/a>, you can easily <a title=\"Clio support article on custom statuses\" href=\"https:\/\/help.clio.com\/hc\/en-150\/articles\/10272935235099-Clio-Grow-Matters-Overview\" target=\"_blank\" rel=\"noopener\">set up custom statuses<\/a> that align with your firm\u2019s onboarding process to keep everything organised. Then, you can drag and drop potential clients into different status columns, and easily view how everyone is progressing.<\/p>\n<p>Create both firm-wide views and personal views tailored to your needs.<\/p>\n<h2>2. You can automate intake, engagement agreements, and more<\/h2>\n<p><iframe loading=\"lazy\" allowfullscreen=\"true\" title=\"Clio Grow Overview\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/ETyBJNH8WDY?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<p>If you\u2019re still crafting individual follow-up emails, manually entering information at the client intake stage, and typing up engagement agreements, you\u2019re spending too much time on client intake!<\/p>\n<p>Clio Grow helps you automate these processes with email templates, email scheduling, customised intake forms, and more, so you can focus on building meaningful relationships with your clients.<\/p>\n<h2>3. There\u2019s a Quick Intake button for ultra-fast intake and appointments<\/h2>\n\n\t\n\n<p>With Clio Grow\u2019s intuitive Quick Intake button, it\u2019s incredibly fast and simple to add a new potential client to your database: Enter a name, choose an intake form template, and choose whether to fill out the form yourself or send it to your potential client for completion.<\/p>\n<p>The Quick Intake button also includes the option to create a Quick Appointment, so you can add a potential client to your records and book an appointment at the same time.<\/p>\n<h2>4. Advanced reporting gives you visibility into key business drivers<\/h2>\n\n\t\n\n<p>Where does most of your law firm\u2019s business come from? If you don\u2019t know what types of marketing, networking, or referrals bring in the most clients\u2014and the most valuable clients\u2014for your firm, you could be missing out on opportunities for growth.<\/p>\n<p>Clio Grow includes an easy-to-use reporting and insights dashboard that makes it easy to see where potential clients are coming from, how often they become paying clients and the estimated value for your pipeline of potential clients. If you like, you can take a closer look at a specific timeline (if you want to look at the effectiveness of a short-term marketing campaign, for example), and easily view individual referral sources.<\/p>\n<h2>5. You can easily organise and filter contacts<\/h2>\n<p>In Clio Grow, <a href=\"https:\/\/help.clio.com\/hc\/en-150\/articles\/9290561867931-Clio-Grow-Tags\" target=\"_blank\" rel=\"noopener\">tags<\/a> are used to add extra information that you need to categorise, organise, or differentiate or group prospective clients. This can help you easily filter and keep track of prospective clients for different practice areas or focuses.<\/p>\n<h2>6. Clio Grow syncs seamlessly with Clio Manage<\/h2>\n<p>Don\u2019t do data entry more than once. Clio Grow syncs matter and contact information directly to <a title=\"Clio Manage\" href=\"https:\/\/www.clio.com\/uk\/manage\/\" target=\"_blank\" rel=\"noopener\">Clio Manage<\/a>, the leading cloud-based practice management software for law firms, allowing you to streamline information capture right from your first interaction with a client. You\u2019ll remove the risk of error and duplicate data entry, and create a better experience for your clients and your staff.<\/p>\n<h2>7. Accept payments from prospective clients<\/h2>\n<p>Removing payment barriers is integral to supporting clients and lawyers. <a href=\"https:\/\/www.clio.com\/uk\/features\/appointment-bookings\/\" target=\"_blank\" rel=\"noopener\">Clio Scheduler<\/a> is a powerful tool that allows law firms to seamlessly accept payment from prospective clients when they book their first appointment. This means new clients can quickly enter their credit card information without the headache of snail mail and your firm doesn&#8217;t waste a minute of time chasing payments.<\/p>\n<blockquote><p>\u201cClio Grow has helped save my practice. I\u2019ve 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: Having the ability to customise our pipeline enables our admin staff to track all cases coming in and out. Clio Grow has also helped us expand our team by having everything in one place, making our client and firm members\u2019 onboarding a lot easier.\u201d<\/p><\/blockquote>\n<p><span data-sheets-value=\"{&quot;1&quot;:2,&quot;2&quot;:&quot;In the past, if a client wanted to hire us it would take a day, to a week. With Clio Grow it takes 10 minutes\u2014max.&quot;}\" data-sheets-userformat=\"{&quot;2&quot;:769,&quot;3&quot;:{&quot;1&quot;:0},&quot;11&quot;:4,&quot;12&quot;:0}\">&#8211; Lara Evans, Practice Manager, <a href=\"https:\/\/www.clio.com\/uk\/customers\/ubique-legal-clio-grow\/\" target=\"_blank\" rel=\"noopener\">Ubique Legal<\/a><\/span><\/p>\n<h2>8. You can build a law firm website<\/h2>\n\n\t\n\n<p>Your website is often your chance to make a great first impression. And with Clio Grow&#8217;s <a href=\"https:\/\/www.clio.com\/uk\/grow\/\" target=\"_blank\" rel=\"noopener\">law firm website builder,<\/a> you can create a secure professional website in minutes. You can get your law firm online in three easy steps, no coding or design experience is required.<\/p>\n<hr \/>\n<h3>How does your law firm&#8217;s website stack up?<\/h3>\n<p>Use <a href=\"https:\/\/www.clio.com\/uk\/guides\/scorecard-for-firm-websites\/\" target=\"_blank\" rel=\"noopener\">Clio&#8217;s law firm website scorecard<\/a> to compare your website against the best of your peers.<\/p>\n\t\t\n\t\t\t\n\t\t\t\t\n\t\n\t\t\t\t\t\n\t<a\n\t\thref=\"https:\/\/www.clio.com\/uk\/guides\/scorecard-for-firm-websites\/\"\n\t\tdata-tracking-trigger=\"click\" data-tracking-action=\"CTA\"\n\t\taria-label=\"Get the Scorecard\"\n\t\t\n\t\t\t\t\t\t\n\t\tclass=\"\n\t\t\to-btn--primary\n\t\t\tl-btn--primary\n\t\t\t o-cta l-cta js-cta\n\t\t\t\n\t\t\t\n\t\t\"\n\t\t\n\t\t\n\t\t\n\t>Get the Scorecard<\/a>\n\t\n<hr \/>\n<h2>9. Clio Grow doesn\u2019t just keep you organised\u2014it helps grow your firm<\/h2>\n<p>With smart features like easy-to-set-up lead tracking and options to integrate intake forms, you\u2019ll take the administrative work out of identifying and capturing more opportunities for your business, and watch it grow. The <a title=\"Clio lead inbox\" href=\"https:\/\/help.clio.com\/hc\/en-150\/articles\/9290604239003-Clio-Grow-Leads-and-Lead-Sources\" target=\"_blank\" rel=\"noopener\">Clio Grow lead inbox<\/a> allows you to sync forms embedded on your website directly or via a live chat tool to Clio Grow, so every new client is effortlessly included in your system.<\/p>\n<blockquote><p>\u201cClio Grow is my favourite part of Clio. With it, you can schedule consultations, you can see the value of the work, and that is all tracked and logged. Clio makes it really easy to streamline your pipeline so you can see what clients you have upcoming and when you need to do more marketing.\u201d<\/p><\/blockquote>\n<p><span data-sheets-value=\"{&quot;1&quot;:2,&quot;2&quot;:&quot;Having everything online while using Clio Grow has been able to save tremendous time in terms of converting a prospective client into a new client.&quot;}\" data-sheets-userformat=\"{&quot;2&quot;:769,&quot;3&quot;:{&quot;1&quot;:0},&quot;11&quot;:4,&quot;12&quot;:0}\">&#8211; Stephanie Njoku, Owner, <a href=\"https:\/\/www.clio.com\/uk\/customers\/solo-lawyer-clio-grow\/\" target=\"_blank\" rel=\"noopener\">Neopercept<\/a><\/span><\/p>\n<h2>10. Your clients and your firm will have a better experience<\/h2>\n<p>According to the <em><a title=\"legal trends report\" href=\"https:\/\/www.clio.com\/uk\/guides\/2021-legal-trends-report\/\" target=\"_blank\" rel=\"noopener\">2021 Legal Trends Report<\/a><\/em>, <span data-sheets-value=\"{&quot;1&quot;:2,&quot;2&quot;:&quot;Law firms should also recognize that, ultimately, the most sought-after trait in a lawyer is responsiveness to questions (86% among consumers), which should be the ultimate goal when making decisions about how to design a firm\u2019s client-centered services. &quot;}\" data-sheets-userformat=\"{&quot;2&quot;:961,&quot;3&quot;:{&quot;1&quot;:0},&quot;9&quot;:0,&quot;10&quot;:0,&quot;11&quot;:4,&quot;12&quot;:0}\">the most sought-after trait in a lawyer is responsiveness to questions (86% among consumers), which should be the ultimate goal when making decisions about your law firm&#8217;s processes. Managing incoming clients in one organised system enables fast communication to help prospective clients get help in record time.\u00a0<\/span><\/p>\n<p>With Clio Grow, both clients and law firm staff have a smoother experience right from the start: Online intake forms let clients going through stressful times provide information without coming into your office to fill out a form, while options like e-signatures allow clients to sign engagement agreements at any time, from anywhere.<\/p>\n<p>In the age of the <a title=\"Client centered law firm blog\" href=\"https:\/\/www.clio.com\/blog\/client-centered-law-firm\/\" target=\"_blank\" rel=\"noopener\">client-centred law firm<\/a>, providing excellent client experiences from intake to invoice and payment has never been more important for the success of your law firm. With Clio Grow, you\u2019ll be better positioned than ever to create happier clients, generate more referrals, and transform the practice of law, for good.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Discover Clio Grow, the legal client relationship management (CRM) and intake software that revolutionises client engagement for law firms.<\/p>\n","protected":false},"author":178,"featured_media":11241,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[7],"tags":[],"coauthors":[395],"class_list":["post-11240","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-clio","content_category-clio"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.7 (Yoast SEO v24.7) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>The Complete Guide to Clio Grow: 10 Essential Steps | Clio UK<\/title>\n<meta name=\"description\" content=\"Discover Clio Grow, the legal client relationship management (CRM) and intake software that revolutionises client engagement for law firms.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.clio.com\/uk\/blog\/clio-grow\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"The Complete Guide to Clio Grow: 10 Essential Steps\" \/>\n<meta property=\"og:description\" content=\"Discover Clio Grow, the legal client relationship management (CRM) and intake software that revolutionises client engagement for law firms.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.clio.com\/uk\/blog\/clio-grow\/\" \/>\n<meta property=\"og:site_name\" content=\"Clio UK\" \/>\n<meta property=\"article:published_time\" content=\"2024-04-24T09:51:51+00:00\" 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