Organize your client intake with Clio Grow

Ensure no potential new client falls through the cracks by delivering a consistent and engaging client intake experience. Take advantage of your exclusive Clio Cloud Conference offer and get set up for only $1 (regular $399).*
Claim your offer by booking a demo at the Clio Grow booth today!

Exclusive Offer $398
  • Collect accurate information with custom online intake forms

    Client Intake

    Eliminate the need for paper or PDF intake forms, avoiding tedious data entry and potential clerical errors. Automatically capture contact and matter details in Clio with a shareable online intake form.
  • Autofill documents with client information in a click

    Document management

    Instantly generate documents such as engagement letters and retainers from customizable templates. Then auto-fill them with client information you’ve collected through intake forms.
  • Securely send documents to clients for e-signature


    No need for mailing, faxing, or in-person meetups. Remove bottlenecks during the intake process by giving clients a secure way to sign and return documents electronically—from any device—and get automatic notifications once completed.

Appointment booking that’s simple and convenient for everyone

Make it easy for prospective clients to book, pay for, and confirm their appointments from anywhere, at any time.

  • Remove the friction of booking and rescheduling appointments

    Avoid back-and-forth communication when scheduling and rescheduling meetings. Send prospects a booking link that syncs with your Google or Outlook calendar and offers time slots based on your specified availability.

  • Reduce costly no-shows with automated reminders

    You no longer have to remember to send out reminders for upcoming appointments. Set up automated emails to confirm and remind prospects about their appointment a day before, two days before, or whenever you prefer.

  • Get Paid

    Get paid for consultations upfront with online payments

    Avoid chasing down payments for consultations by collecting them upfront. Accept credit card payments that are directly recorded in Clio so you don’t have to worry about tracking them.

  • Robert Ottinger

    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—max..


    Attorney at Ottinger Employment Lawyers

  • Amelia Power Headshot - Testimonial Circle

    Creating a fee agreement, getting a retainer request out, and making sure everything is signed—that went from a half-day project to a 20-minute project. [Our intake] is so much more streamlined.


    Founder of Power Law, LLC

  • Setup fee now $1

    Exclusive Clio Cloud Conference Offer

    One-time account setup

    A Clio product expert will help you strategize the best way to set up your client intake process, provide 1:1 coaching, and build custom intake forms and document templates.*

    Book a demo at the Clio Grow booth

Create a professional and secure website in minutes

Website Builder_NA_EMEA_Clio Grow Website Builder and Scheduler
  • The simplest way to create a professional website for your firm

    Bring your firm’s online presence to life with a professional-looking and mobile-optimized website in minutes—no design or code experience required.

  • Connect with clients, collect payments, and manage everything from one place

    Our website comes with everything you need to deliver a great first impression, right out of the box. Add appointment booking, contact forms, payment links, and client portal access to your website with the click of a button.

  • Accelerate lead volume by showing up where clients are looking for your services

    96% of potential clients will use a search engine to find legal advice. Your Clio website is designed to maximize the visibility of your law firm and help prospective clients find your services. Everything from your website URL to your images are automatically optimized to be search-engine friendly.

Get started today with this limited-time offer

Add Clio Grow to your account during the 2022 Clio Cloud Conference and take advantage of our $1 setup offer—regular cost $399. Our Clio product experts will get you up and running fast by building custom intake forms and turning your most commonly-used documents into reusable templates.

Book a demo at the Clio Grow booth

Offer Details

To qualify for the Clio Grow account setup package for $1 USD

*To qualify for the Clio Grow account setup package for $1 USD (regular $399 USD) offer, you must be an existing Clio customer on a Boutique, Essentials, Elite or Advanced plan subscription that is using a US-based server and have purchased a ticket to the 2022 Clio Cloud Conference. The Clio Grow account setup package includes a 30 minute orientation and 1-hour coaching session with a Clio specialist, and the setup of two intake forms and three document templates. To take advantage of this offer, Clio Grow must be purchased by October 31, 2022. Only purchases made through a Clio sales representative will be eligible for the setup offer. This discount may not be combined with any other offer, except existing customer discounts. All of Clio Services will still be subject to the terms of service located at