Organize your client intake with Clio Grow

Let Clio handle the tasks that slow your firm down

Staying on top of next steps and providing timely communication can be easy.

Collect information directly from clients

Automatically send online intake forms by text message and email, and capture and sync contact and case information straight to Clio, ensuring no information is lost.
Book appointments with no back and forth

Let prospective clients book and pay for consultations directly from your firm’s website or a booking link sent through email.
Create and sign documents instantly

Save time and reduce errors by quickly generating engagement letters that autofill with collected information, and send them for e-signature by text and email.
Automate next steps and communications

Eliminate potential delays by automatically triggering next steps when clients complete tasks. Plus, send automated text message and email reminders to clients for attending consultations, signing documents, or completing forms.

Make your firm stand out by offering a great client experience every step of the way.

Attract and win new clients

Create a professional website (or update an existing one) with everything you need to make a great first impression, including appointment booking, intake forms, and more.
Show up on Google Search results

Google’s Local Services Ads for Clio helps your firm attract highly-qualified leads by appearing when clients in your area are searching for the legal services you offer.
Know the status of every opportunity

Keep track of potential new clients from one dashboard to ensure no one falls through the cracks, and use checklists to help deliver a consistent client experience.
Measure business performance

Be confident in your business’ performance with insight into what channels bring in the most revenue, how new clients find your firm, and who your high-value clients are.

For more information on how to use Clio to improve your firm’s intake process, book a call with us.