Clio Grow

Overview

Clio Grow is the client intake and CRM component of the Clio platform, designed specifically for law firms. It manages the full client acquisition lifecycle from initial enquiry through to matter creation in Clio Manage. Features include online intake forms, automated follow-up sequences, e-signature for engagement letters, and a client portal. Clio Grow integrates natively with Clio Manage, allowing leads to convert directly into matters without re-entering data. It is available as a standalone subscription or as part of the Clio Suite.

Key Capabilities & Differentiators

Clio Grow's native integration with Clio Manage is its primary differentiator — leads captured in Grow convert directly to matters in Manage with all client data transferred, eliminating duplicate data entry. Automated follow-up sequences allow firms to maintain contact with prospective clients without manual effort. E-signature for engagement letters within the platform streamlines the client onboarding process. The client portal provides a secure channel for document exchange and communication from the first point of contact.

Core Features

Integrations