Clio Grow

Organise your legal client intake process

Save your firm time while delivering the best client experience with a reliable
system for client intake.

Automate tedious client intake tasks with Clio Grow

Collect accurate intake form data

Share custom intake forms on your website, email, or text to save time and avoid errors. Information flows into Clio Grow and syncs to Clio Manage when leads convert to clients.

Save hours drafting documents

Instantly generate documents such as engagement letters and retainers from customisable templates. Then autofill them with client information you’ve collected through intake forms.

Send documents for e-signature

No more mailing, faxing, or extra trips to your office. Give clients a secure way to sign and return documents from any device, and spend less time waiting.

Collect accurate intake form data

Share custom intake forms on your website, email, or text to save time and avoid errors. Information flows into Clio Grow and syncs to Clio Manage when leads convert to clients.

Save hours drafting documents

Instantly generate documents such as engagement letters and retainers from customisable templates. Then autofill them with client information you’ve collected through intake forms.

Send documents for e-signature

No more mailing, faxing, or extra trips to your office. Give clients a secure way to sign and return documents from any device, and spend less time waiting.

Attract and win new clients

Grow your firm with email marketing

Send well-timed, effective emails that help close new and repeat business, without the guesswork.

Explore email marketing
Build your presence with a professional website

96% of potential clients use a search engine to find legal advice. Create an optimised website right from Clio Grow with everything you need to make a strong first impression.

Explore law firm websites
Improve your law firm’s online reputation

Automatically send review requests to clients and build a steady stream of fresh reviews. Boost your search ranking, get recommended by AI tools, and attract more prospective clients.
Let clients book and pay for consultations

Prospective clients can pick a time based on your availability from your website or email and get automated text reminders so they don’t miss the meeting.

Explore appointment booking

“We use Clio Grow for all our lead management. It’s a brilliant product—there is no better practice management software than Clio, with the ability to track lead generation and thousands of people coming into the pipeline. We’ve linked Clio Grow to our website so that they are automatically in the system.”

Ian Aldridge

Founder at Progressive Legal

Manage incoming clients in one
organised system

Know the status of every new client and how to grow your business from one platform.

Track progress through intake stages

Organise, manage, and track potential clients through every intake stage from one dashboard and save hours on client management.

Explore legal CRM
Deliver a consistent intake experience

Improve your conversion rate with an automated intake process. Let each step progress without delays, keeping clients engaged with no extra effort from you or your team.
Run conflict checks right at intake

Search across all of Clio for potential conflicts of interest. Review any matches, mark their status, and get a summarised report when the check is complete.

Watch to see how
Find your best channels for new business

See where new clients learn about your firm and which channels drive the most results. Identify your high-value clients and what to optimise to bring in more revenue.

See how you can organise your intake
process with Clio Grow

Available to Clio Manage customers or as part of the Clio Expand plan.

Organise your legal client intake process

Grow your firm with email marketing

Build your presence with a professional website

Improve your law firm’s online reputation

Let clients book and pay for consultations

Track progress through intake stages

Deliver a consistent intake experience

Run conflict checks right at intake

Find your best channels for new business