Managing the client experience from intake to matter management is no easy task. Clients who don’t get timely communications lack clarity on their case, leaving them feeling neglected by their attorney. And clients who feel neglected often take their business elsewhere the next time they need legal help.
Having a proper system for client service creates better experiences for clients while also helping you avoid errors and inefficiencies. Clio Grow lets you automate recurring tasks while giving you insight into what strategies will help you achieve your law firm’s goals.
Clio Grow offers attorneys a new way to manage clients from intake to closing letter to provide a more personalized and efficient client experience all from a single platform. You’ll be able to automate the intake process using custom intake forms, e-signatures, and document automation for a frictionless experience for you and your clients.
With Clio Grow’s matter pipeline management, you’ll also be able to automate day-to-day tasks like email follow-up, data entry, and appointment scheduling so you have more time to focus on what matters to you.
With its intuitive contact organization features, you’ll be able to search, tag, and filter your contact lists for better visibility into your network.
Clio Grow also offers advanced reporting to identify your firm’s most valuable sources for new and repeat business.
For even more features and solutions in managing client experiences, Clio Grow also works with Clio Manage to provide more streamlined workflows and deeper business insights.