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Clio Grow offers a discount to new customers through our Affinity Benefits program. The details of this discount are only available to members. Learn more about the Affinity Benefits program or if you are a member of Insider or Lab.

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Clio Grow

Clio Grow Rating:
4.3/5

Features

  • Customer Experience & Support - 8.5/10
    8.5/10
  • Pricing & Value - 8/10
    8/10
  • Security - 9/10
    9/10
  • Innovation & Future-Proofing - 8.5/10
    8.5/10
8.5/10
Details

Rating Breakdown

Our Rating: 4.3/5

Our rating is based on our subjective judgment. Use our resources—including our rating and community ratings and reviews—to find the best fit for your firm.

Clio Grow is a law firm Customer Relationship Management system (CRM), built as part of Clio’s attorney software suite. It assists lawyers with attracting and winning new clients, and guiding those clients through the intake process. A CRM that integrates with an attorney’s law practice management software can alleviate many of the issues that exist in transitioning a prospective customer to a paying client. Our review of the features and pricing of Clio Grow should help you choose what CRM (if any) is right for your practice.

On this Page

Who Clio Grow Is For

Attorney CRM sofware is for attorneys who are trying to build, and maintain a large intake process. If you are already using Clio Manage as your law practice management software, Clio Grow is specifically worth a look. It has many substantial features and integrations geared towards solo and small firm lawyers.

Clio Grow Features

Website
 www.clio.com
Apps
  • Android
  • iOS
  • iPadOS
  • Web
Starting Price
 $49/user/month
Free Trial
✗
Automated Workflows
A core feature of marketing automation software and many intake and CRM tools is the ability to automate workflows like follow-up emails after a potential client inquiry, pre-consult questionnaires, new client onboarding, and more.
✓
Appointment Scheduling
With appointment scheduling, you can connect your calendar and let potential clients pick consultation slots right from your website.
✓
Calendar Sync
Sync up your calendar so you can see associated appointments when viewing a potential client's record.
✓
Email Templates
Building out your marketing workflows is quicker and easier if you have templates to work from.
✓
Email Sync
Sync up your email account so you can see emails sent or received when viewing a potential client's record.
✓
Text Messaging
While email is a fairly standard part of most software, your clients may prefer text messaging. If so, you'll want to keep track of them in your software so you can see your conversations associated with potential clients.
✗
Document Templates
When it comes to intake questionnaires or engagement letters, a template can help get you up and running with your software more easily.
✓
eSignatures
Allow clients to sign and return documents quickly, using their computer or phone—but not a printer.
✓
Analytics
See reports like the number of clients in each stage of your marketing or intake process, or the return on investment from your various marketing investments.
✓
Software Integrations
  • Clio
  • Clio App Directory (100+)

Things You Might Want to Know about Clio Grow

Clio Suite. Clio Grow and Clio Manage are the two pillars of Clio Suite. Clio offers a (slightly) discounted rate for Clio Grow pricing if you bundle it with Manage. However, you can certainly use either as standalone software, and many attorneys often do. Additionally, if you start with both and later decide to cancel, you can cancel one or both at any time. Clio offers a 7-day free trial of Clio Manage if you want to give that a try before you buy.

Clio Referral Network. A subscription to Clio Grow gives you free access to the Clio Referral Network, a community of legal professionals who use Clio and refer cases to each other. Clio has Referral Network lawyers in nearly every practice area imaginable, and they’re located in big cities and small communities across North America. You can sign up, complete your profile, and start making (and taking) referrals right away.

Page edited by the Lawyerist editorial team. Last updated June 30th, 2020.

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