What is Clio Grow?
Clio Grow is a popular legal client intake and client relationship management (CRM) solution used by thousands of legal professionals worldwide. Clio Grow is used by small to medium sized firms to attract new clients, streamline intake, and increase revenue. Clio Grow offers a variety of features including appointment scheduling, client intake forms, workflow & email automation, online payments, and reporting.
Table of Contents
- What is Clio Grow?
- Clio Grow Review Summary
- Clio Grow Pricing & Cost
- Clio Grow Features
- Clio Grow Alternatives & Competitors
- Is Clio Grow Right For You?
Clio Grow Review Summary
Clio Grow was founded by Jack Newton and Rian Gauvreau in 2007. Today, this solution is used by thousands of legal professionals in 90 countries.
Clio Grow includes features that attract new clients, streamline intake, and increase revenue. These features include appointment scheduling, client intake forms, workflow & email automation, online payments, and reporting.
In general, Clio Grow is used by small to medium sized law firms. Clio Grow’s pricing starts at $49 per user per month.
Overall, Clio Grow is a robust legal client intake and CRM solution that is a great fit for most law firms. If you have already purchased Clio’s practice management solution, Clio Manage, Clio Grow will integrate seamlessly with your workflow. If you are looking for a solution that includes both practice management and CRM features in one product, consider testing PracticePanther.
Clio Grow Pricing & Cost
Clio Grow pricing starts at $49 per user per month. Clio Grow can be purchased as a bundle with Clio’s legal practice management solution, Clio Manage, for $115 per user per month.
Clio Grow Features
Below, we'll discuss the key features of Clio Grow, and how they can streamline your workflow and automate many of your day-to-day tasks. We include screenshots of the product to give you a sense of its design and layout.
Clio Grow allows your prospective clients to schedule appointments directly into your calendar. You can embed an online scheduler into your company website that allows your clients to choose from available time slots. If you are a Clio Manage customer, appointments will automatically populate in your practice management solution calendar.
You can also schedule appointments through Clio Grow’s quick appointment feature, and send appointment confirmations to your prospective clients by email. The quick appointment feature allows you to enter your client’s contact and matter information, as well as appointment time and length. You can assign appointments to specific users, and an event will automatically populate in their calendars.
If you would like to receive pre-payments for appointments, you can integrate the embedded scheduler with Clio Payments. Clio Payments allows you to collect credit card payments electronically, and is IOLTA and PCI compliant.
Clio Grow offers features that helps legal professionals find potential clients that are the right fit for their law firms. Client intake forms and the matter pipeline tool automate repetitive tasks and streamline the client intake process.
Client Intake Forms
Clio Grow’s client intake forms allow you to quickly collect essential contact and matter information. The quick intake feature can be accessed on the top toolbar, and allows you to capture intake information from new and existing clients. Prospective clients can be categorized by contact type, lead source, and tags.
Client intake forms are completely customizable. Clio Grow’s intake form builder allows you to tailor client intake forms to meet the specific needs of your law firm and practice area. Clio Grow allows you to include various types of fields that would best capture the information that you need including:
- File attachment
- Multiple choice
- Paragraph text
- Single line text
- Yes or No
Client intake forms can be shared publicly, so your prospective clients can directly input contact and matter information into the forms. Captured information automatically flows in Clio Grow, which minimizes your administrative workload.
You can create unique URLs for client intake forms, and send them to your prospective clients by email or text message in Clio Grow. You can also embed intake forms into your law firm’s website.
The matter pipeline visualizes the intake process, and helps you track matter statuses for all potential clients. The matter pipeline is organized into three categories: intake, hired, and did not hire. Each category is divided into subcategories that represent a matter status.
When you enter a new lead, Clio Grow will automatically create a matter card in the relevant subcategory. Matter cards include the prospective client’s name, matter type, and related fees. You can drag and drop matter cards into corresponding columns as your clients progress through the pipeline. Subcategories are customizable, and can be tailored to best fit your workflow depending on your practice area.
Clio Grow’s workflow automation helps you standardize the intake experience for your clients and your law firm. You can create workflow templates that will assign tasks, forms, appointments, emails, and documents to any given matter. Workflows are customizable, and can be tailored to fit the exact needs of your law firm.
You can assign due dates that will schedule items on a set period of time after you add a workflow to a matter. For example, Clio Grow can automatically schedule a consultation 3 days after you add a new lead into your matter pipeline. This allows you to automatically create events for repetitive and common tasks in your calendar without having to create each event manually.
Clio Grow’s email automation helps you efficiently engage your clients without increasing your administrative burden. You can send multiple emails to your clients at set time intervals, and store conversations in Clio’s database.
Clio Grow allows you to create an unlimited number of email templates for a variety of use cases including form requests, documents, appointments, follow ups, and off-boarding. Templates include merge fields that automatically populate client information.
Clio Grow’s document automation allows you to quickly generate repetitive documents. You can create document templates with merge fields that automatically populate your client’s information. Documents can be saved as PDFs, and sent to your clients by email. Clio Grow includes e-signature software, so your clients can quickly approve and return documents.
With Clio Payments, you can accept credit card payments from your clients electronically. Clio Payments is IOLTA and PCI compliant. Here are the fees associated with Clio Payments.
- Major credit card fees: 1.95% + 20¢ per transaction
- Amex and specialty credit card fees: 2.95% + 20¢ per transaction
Clio Grow’s reporting tools increase visibility into your law firm’s performance. The two main report types you can create in Clio Grow are matter reports and referral reports:
- Matter Reports: Analysis of services, staff, and marketing services that contribute to firm growth. The three main components of matter reports are the matters added report, pipeline value report, and conversion rate report.
- Referral Report: Analysis of which contacts are referring prospective clients & cases, and corresponding revenue generated.
Clio Grow integrates with various third-party solutions that offer useful services such as case management, email marketing, lead generation, live chat, and virtual reception. Here are some of the vendors that Clio Grow integrates with:
Clio Grow Alternatives & Competitors
Clio Grow competes with a variety of legal solutions that offer similar functionality. The best choice for you will depend on your budget and feature preferences.
Clio Grow's top competitors are:
Is Clio Grow Right For You?
Clio Grow is a widely-used legal client intake and client relationship management solution used by thousands of legal professionals worldwide. This solution helps legal professionals attract new clients, streamline intake, and increase revenue. Clio Grow offers features including appointment scheduling, client intake forms, workflow & email automation, online payments, and reporting. In general, Clio Grow is used by solo to medium sized law firms.
If you are a Clio Manage customer, and are searching for a robust client intake and CRM tool to streamline your intake process and manage client relationships, Clio Grow is your best option. If you prefer an all-in-one solution that includes built-in practice management and CRM features, consider testing PracticePanther.
If you're interested, you can try Clio Grow today.