Objective:

• Does Clio do CRM?

Environment:

• Clio Manage

Additional Information:

n/a

Answer:

Clio isn't specifically made for CRM and, as such, has limited CRM functionality.

Two common ways our users use Clio's apps to perform CRM are:

• Tutorial - Using Zapier and Google Forms to Create an Intake Form for Clio
• Use Lexicata or one of our other client intake apps in our app directory