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Clio Grow

Clio Grow is an intake and CRM software designed to help Clio users better manage potential client relationships.

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.

Who Clio Grow Is For

If you are already using Clio Manage as your law practice management software, Clio Grow is worth a look given its substantial features and integrations geared towards solo and small firm lawyers.

Clio Grow Features

Website
www.clio.com
Apps
  • Android
  • Web
  • iOS
  • iPadOS
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 if you use Grow and Manage together, but you can use either as standalone software. And 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.

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