Clio Grow
byClio
Clio Grow is Clio's client intake and CRM platform, designed to streamline the client acquisition process for law firms. It offers customizable online intake forms, automated follow-up emails, e-signature capabilities for engagement letters, appointment scheduling, and integration with Google Local Services Ads. When a lead converts to a client, all collected data seamlessly transfers into Clio Manage, eliminating the need for manual data entry. Clio Grow is available as a standalone product and as part of Clio's higher-tier plans.
Features
- Customizable online intake forms
- Automated follow-up email sequences
- E-signature capabilities for engagement letters
- Appointment scheduling
- Integration with Google Local Services Ads
- Seamless data transfer to Clio Manage upon client conversion