Clio Grow
Client intake and legal CRM software for law firms.
Overview
Clio Grow is a cloud-based client intake and legal customer relationship management (CRM) software designed to help law firms manage the entire client lifecycle, from lead to retained client. It offers features like online intake forms, appointment scheduling, email marketing, and workflow automation to help firms provide a better client experience and grow their practice.
✨ Key Features
- Online Intake Forms
- Appointment Scheduling
- Email Marketing and Drip Campaigns
- Workflow and Task Automation
- E-Signatures
- Lead Tracking and Reporting
- Client Portal
🎯 Key Differentiators
- Seamless integration with Clio Manage
- User-friendly interface
- Comprehensive feature set for intake and CRM
Unique Value: Provides a seamless and integrated workflow from lead to case management within the Clio ecosystem.
🎯 Use Cases (3)
✅ Best For
- Automating client intake for solo and small law firms
- Tracking lead sources and conversion rates
- Streamlining client communication during the intake process
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Firms not using Clio Manage who want deep integration with a different practice management system
🏆 Alternatives
Offers a more tightly integrated experience for Clio Manage users compared to third-party intake tools.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Elite tier)
🔒 Compliance & Security
💰 Pricing
✓ 7-day free trial
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