The smartest CRM used by legal professionals
Onboard new clients in minutes, manage every relationship from one intuitive dashboard, and let Clio Grow handle the follow-ups for you.
Know the status of every client
See where every potential and retained client stands, with contact details, matter status, and next steps in one clear view.
Watch it workOrganize everything with custom tags
Tag and categorize clients, prospects, and professional contacts in Clio's law firm CRM software. Know the right person is just a click away.
See it in ActionCut down on consultation no-shows
Automate appointment scheduling and reminders to get more consultations and fewer drop-offs.
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Great referrals start with a great client experience
Convert more leads, retain more clients, and turn every engagement into a five-star review with Clio’s legal CRM.
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Never miss a client follow-up
Create automatic tasks and reminders tasks and reminders that keep clients informed at every stage of intake with Clio’s law firm client relationship management software.
See it in Action Design seamless client interactions
Design a CRM workflow that feels effortless for you and your clients, with customized online intake forms, instant document creation, and e-signatures all in one place.
See how it worksRun automated email campaigns
Build tailored, multistep email campaigns that keep prospects engaged through every stage of client intake.
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Actionable insights for smarter growth
See how your marketing and business development efforts are paying off with clear, intuitive reporting from Clio’s CRM software for law firms.
Get an overview of incoming clients
See where each prospect stands in your intake process on a visual matter pipeline and get automatic updates as they move toward becoming a case.
Watch it workKnow your high value clients
Track the number and value of incoming clients by practice area, and double down on the work that drives the most revenue.
See it in actionIdentify your best marketing channels
Pinpoint how new clients are finding your firm and which referral sources are converting into retained business, so you can invest your marketing spend where it pays back the most.
See How
Real results from leading law firms
Hear how firms like yours are converting more clients with Clio’s CRM for attorneys.
More Clio Grow features
Email Marketing
Send well-timed, effective emails that help close new and repeat business—without the mental load of figuring out what to say.
Client Intake
Speed up client intake and eliminate manual data entry, so you can spend less time on admin and more time on billable work.
Document Automation & Electronic Signatures
Generate documents, get them signed, and collaborate with clients from one cloud-based workspace.
Legal Workflow Automation
Turn your client intake process into an automated system that moves leads through the pipeline without manual effort.
Client Intake Insights
Identify where your most valuable clients are coming from and fine-tune your intake process to bring in more.
Appointment Booking
Eliminate the back-and-forth of scheduling, reduce overhead, and make it easier for clients to book time with your firm.
Website Builder
Create a professional website with built-in tools to connect with clients, collect payments, and start converting visitors into leads.
Legal CRM software FAQs
What is legal CRM software?
Legal client relationship management (CRM) software helps law firms manage business development functions such as client intake, client scheduling and follow-up, revenue tracking, and more.
In short, CRM software addresses the client intake process of turning potential new clients into retained clients.
Who at my firm will use legal CRM the most?
Anyone can benefit from law office CRM software as it assists with potential client data collection, intake form creation, client and lawyer appointment and reminder scheduling, and task assignment. Based on the size of your firm and role specializations, that could include administrative and support staff, lawyers, and firm owners.
What's the difference between attorney CRM software and spreadsheets?
Legal practice CRM software is a specific database made for client management, and it is organized in a way so that it’s easily accessed, managed, and updated. Lawyer CRM software has additional features such as a calendar for scheduling appointments, and online intake forms you can send to clients. Schedule a free demo and see how it works.
What can Clio's law firm CRM software automate and streamline?
Our CRM for legal firms automates day-to-day client management tasks such as follow-up scheduling, data entry, document generation, and more.
What is the best legal CRM software for lawyers?
Clio is trusted by over 150,000 legal professionals and is approved by more than 100+ bar associations and law societies worldwide, making it the best legal CRM software for law firms. In addition, Clio has an average rating of 4.5/5 stars across 3,000+ reviews on G2 Crowd, SoftwareAdvice.com, Capterra, and Lawyerist.
What is the best CRM software for small law firms?
The best CRM software for small law firms often includes Clio Grow, known for its legal-specific features, integration capabilities, and user-friendly interface. It helps streamline client communications, case management, and billing, making it highly recommended for enhancing productivity and client relations in smaller legal practices.
What happens when a potential client becomes a client?
Clio offers an end-to-end solution to managing and growing your law firm. Once a client is secured, you can seamlessly transition their case information into Clio’s legal case management software.
