Automate your intake workflows

Let Clio Grow handle intake tasks for you, so you can bring in clients faster, and with less effort.

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  • What are automated workflows in Clio Grow?

    Automated workflows help you set up a consistent intake process for your firm and reduce the administrative work required to intake new clients. You can apply them to your matters so you don’t need to manually initiate each new step in your intake process, allowing you to intake new clients faster.

  • Skip delays in your intake process

    When incoming clients complete a task, next steps trigger automatically so they aren’t left waiting.

  • Automate routine tasks without the complexity

    Start with pre-built templates that can be customized to your firm’s preferred intake processes.

  • Stay in control

    See where each incoming client is in your pipeline, and what automated tasks are in process and upcoming.

Have questions? We’re here to help.

Chat with us online, call 1-888-858-2546 or email us at [email protected].