Clio Grow is a law firm Customer Relationship Management system (CRM). It was previously called Lexicata, and is now part of Clio’s legal software suite. This means that it can easily be used in concert with Clio Manage. However, it can still be used independently, if you so choose.
CRM’s, generally, assists lawyers with attracting and winning new clients. More importantly, though, they help guide those clients through the lawyers’s intake process. (For more on Client Intake, and Content Marketing visit out Resource Pages). For a more seamless approach, many attorneys choose a CRM that integrates with their law practice management software (LPMS). This can alleviate many of the issues that arise in transitioning a prospective client to a paying one. Our review of the features and pricing of Clio Grow should help you choose what CRM (if any) is right for your practice.
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Who Clio Grow Is For
Clio Grow CRM can work for any small to medium-sized attorneys who are trying to build, and maintain a large intake process. However, if you’re 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.
Much like Clio Manage, Grow’s broad appeal also means that it my not be suited for particular practices. For example, large scale Personal Injury attorneys, or others who have specialized intake, may find Grow’s features and integrations to be lacking. You can learn more in our Clio Grow reviews.
Clio Grow Features
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Website
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www.clio.com |
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Apps
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Starting Price
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$49/user/month |
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Free Trial
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✗ |
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Automated Workflows
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✓ |
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Appointment Scheduling
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✓ |
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Calendar Sync
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✓ |
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Email Templates
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✓ |
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Email Sync
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✓ |
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Text Messaging
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✗ |
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Document Templates
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✓ |
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eSignatures
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✓ |
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Analytics
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✓ |
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Software Integrations
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Additional Details about Clio Grow
Clio Suite
Clio Grow and Clio Manage are the two pillars of Clio Suite. Grow is offered at a (slightly) discounted rate 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. This is a community of legal professionals who use the platform and refer cases to each other. The participating lawyers in this network are in nearly every practice area imaginable. Moreover, they’re located in big cities and small communities, alike, throughout North America. You can sign up, complete your profile, and start making (and taking) referrals right away.