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Clio Grow Review: Intake & CRM For Lawyers

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Lawyerist Rating for Grow

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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.

4.3/5

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Overview
Featured Rating

What is Clio Grow?

Clio Grow is a law firm Customer Relationship Management system (CRM). It was previously called Lexicata. Now, it’s part of Clio’s ever expanding legal software suite. And, as part of the suite, it can easily be used in tandem with Clio Manage. It can also be used as an independent CRM, however. However, the integration is where it shines.

Starting Cost: $49/user/month

Pros
  • Integrates with Clio Manage
  • Broad Appeal
  • Great for Solos
Cons
  • Not for PI Intake
  • Limited LPMS Integrations
  • Lacks Marketing Tracking
Overview
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Clio Grow Review: Intake & CRM For Lawyers Features

Customer Experience & Support

/5

Price & Value

/5

Security

/5

Innovation & Future-Proofing

/5

Overview
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Clio Grow Review: Intake & CRM For Lawyers Video

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Product Details

Apps
  • Android
  • iOS
  • iPadOS
  • Web
Software Integrations
  • Clio
  • Clio App Directory (100+)

Core Features

For Intake CRM, the following are essential features, and you should therefore expect to see a check in every box in this section.

Yes
No

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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.

Client Portal

Communicate with clients, exchange documents, and provide clients with secure, real-time information on the status of their case. Client portals can set the tone with clients from the beginning.

Compare Clio Grow Similar Products

Select another product to compare:

Clio Grow

4.3/5

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Pros
  • Integrates with Clio Manage
  • Broad Appeal
  • Great for Solos
Cons
  • Not for PI Intake
  • Limited LPMS Integrations
  • Lacks Marketing Tracking

Lawmatics

4.5/5

Lawmatics CRM logo
Pros
  • Automations
  • Integrations
  • Marketing Tracking
Cons
  • Not Turn-key
  • Lacks PI Integrations
  • Expensive
Read Lawmatics Review

Frequently Asked Questions

Where can I use Clio Grow?

Clio Grow is a cloud-based Client Relationship Manager (CRM), so it can be used from any modern browser.

What is the price of Clio Grow?

As of this review, Clio Grow CRM is priced at $49.00 per user per month if paid on a monthly basis.

Does Clio Grow integrate with my Law Practice Management Software?

Clio Grow, as you can imagine, integrates with Clio Manage. It's part of the Clio Suite of products. As one can imagine, it doesn’t integrate with other LPMS software.

Does Clio Grow have client forms for my website?

Yes. Lawyers can easily use Grow to add client-facing forms to their websites.

Does Clio Grow have project or task management?

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.

Can Clio Grow track my marketing efforts?

Unlikely. Clio Grow is mainly a Client Intake tracking CRM. It doesn't have the ability to track multi-channel marketing efforts.

Can I accept online payments with Clio Grow Review: Intake & CRM For Lawyers?

Yes. Through ClioPay, and Clio's other integrations, lawyers can easily accept ePayments for their firms.

Does Clio Grow integrate with Calendly?

Yes. Grow integrates directly with Calendly.

Is Clio Grow good for solos?

Yes. Solos who do not have complex marketing campaigns set-up could easily find Grow extremely helpful.

Can I send engagement letters through Clio Grow?

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 bundled with Manage. However, firms can certainly use either as standalone software, and many attorneys often do. Bundling does not impact cancellation of one or both and is available any time. Clio offers a 7-day free trial of Clio Manage as part of a try-before-you-buy offer. 

Clio Referral Network 

A subscription to Grow provides 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. They’re located in big cities and small communities, alike, and they’re scattered throughout North America. Sign-up to the Clio Referral Network is available upon purchase of Clio. So, attorneys can start making (and taking) referrals right away. 

Who Clio Grow is For

Clio Grow CRM can work for any small to medium-sized attorney trying to build and maintain a large intake process. However, for current Clio Manage users, the Grow add-on is specifically worth a review. 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 may 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.

Not sure where to begin? Download our Field Guide

Take the guesswork out of researching, purchasing, and implementing the right legal tech products and services for your law firm. Our Field Guide answers your essential questions and breaks down the features most important to your business, so you can buy with confidence.

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