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Discount Available to new customers

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). 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.

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

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+)

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.

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