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For Intake CRM, the following are essential features, and you should therefore expect to see a check in every box in this section.
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.
With appointment scheduling, you can connect your calendar and let potential clients pick consultation slots right from your website.
Sync up your calendar so you can see associated appointments when viewing a potential client's record.
Building out your marketing workflows is quicker and easier if you have templates to work from.
Sync up your email account so you can see emails sent or received when viewing a potential client's record.
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.
When it comes to intake questionnaires or engagement letters, a template can help get you up and running with your software more easily.
Allow clients to sign and return documents quickly, using their computer or phone—but not a printer.
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.
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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.
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.
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.
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