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 our 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.
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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, the Grow add-on 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.
| Pros | Cons |
|---|---|
| Integrates with Clio Manage | Not for PI Intake |
| Broad Appeal | Limited LPMS Integrations |
| Great for Solos | Lacks Marketing Tracking |
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 |
|
Free Trial
|
✗ |
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Automated Workflows
|
✓ |
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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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Clio Grow FAQs
Clio Grow is a cloud-based Client Relationship Manager (CRM), so it can be used from any modern browser.
Clio Grow CRM is priced at $49.00 per user per month.
Clio Grow, as you can imagine, integrates with Clio Manage. It's part of the Clio Suite of products.
Yes. Lawyers can easily use Grow to add client-facing forms to their websites.
Yes. Clio Grow has project management features built in. This includes KanBan boards and automated task scheduling. However, some users find it isn't as comprehensive as some of the more advanced CRMs.
Unlikely. Clio Grow is mainly a Client Intake tracking CRM. It doesn't have the ability to track multi-channel marketing efforts.
Yes. Through Clio's integrations, lawyers can easily accept ePayments through various providers.
Yes. Grow integrates directly with Calendly.
Yes. Solos who do not have complex marketing campaigns set-up could easily find Grow extremely helpful.
Yes. Grow has a document creation platform built-in. It also integrates with several eSignature apps, so firms can not only send engagement letters through Grow, but also get them accepted and signed.
Additional Details about Clio Grow
Clio Suite
Grow and Manage are the two pillars of the 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 either 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 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.