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Getting Started With Clio Grow



What is Clio Grow?
Introductory Videos
Introductory Webinars
Additional Resources
Frequently Asked Questions

What is Clio Grow?

Clio Grow is our client intake and client relationship management (CRM) software made for the legal industry. When integrated with Clio Manage, Clio’s practice management software, legal professionals can manage clients seamlessly across their entire customer journey, from intake to invoice.

Clio Grow provides an unmatched offering for modern law firms; placing the client experience at the heart of growing your business. Streamline every touch point, from lead to engaged client, as you seamlessly prepare to work on a case in your existing Clio practice management platform.

For the first time, create an end-to-end legal client experience from intake to invoice; fueling growth for your firm through seamless workflows, powerful integrations, and beautiful technology.


Introductory Videos

Watch some of our concise training videos to get a quick look at some Clio Grow workflows.

Introductory Webinars

Watching one of our introductory webinars is a great way to get started with Clio Grow.

Getting Started with Clio Grow

  • This video walks through a typical workflow in Clio Grow, from the initial intake of a new lead, through converting the lead into a client and exporting them to Clio's practice management software.

Additional Resources

  • Quick Start Guide - Four steps your firm can take on the first day with Clio Grow to get up and running quickly.
  • The Help Center - The "Clio Grow" category of the Help Center contains useful articles about all aspects of Clio Grow.
  • Clio Grow Training Videos - Concise training videos covering all major workflows in Clio Grow.

Frequently Asked Questions

In summary, what does Clio Grow do?

Clio Grow is a client intake and client relationship management (CRM) software made for the legal industry—taking care of every moving part of managing new business and converting leads to retained new clients.

Where do I log in to Clio Grow?

Log in to your Clio Grow account:

How does it work?

Clio Grow complements Clio’s leading practice management platform, now known as Clio Manage, by streamlining every touch point in the lifecycle of a potential client to closed case—capturing valuable data and intelligent business metrics all the while.

By integrating Clio Grow into your existing Clio Manage account, you create the most complete, end-to-end solution —ensuring client and case information is synced seamlessly across both your platforms, tracking valuable firm metrics from intake through to invoice, with the guarantee of the Clio’s award-winning support and product teams.

Beyond our client intake and practice management platforms, you can add extended value where you see fit through our platform and integration partners. We will continue to include niche and specialized tools that assist firms with client intake, law firm marketing, lead conversion, and more to provide a competitive advantage to Clio law firms; ensuring that whether looking to grow your business, manage your cases, or do all of this and more, there’s a Clio-guaranteed solution to your problems.

What regions will this product be available in?

Clio Grow is available to North American and European customers.

Will there be a free trial of Clio Grow?

No. The optimal way to experience Clio Grow before purchasing it is to experience a demo with one of our product experts. Contact for more information.

What makes Clio Grow different from other client intake and CRM tools?

Customers will not only be able to standardize the client intake process, build strong relationships like never before but will be able to tap into new powerful data insights to grow their firm.

This is especially true for those who combine Clio Grow with Clio Manage. Clio Suite customers will be able to seamlessly sync data across their client intake and practice management solutions—the first solution of its kind—to get unparalleled accuracy and reduce redundant data entry. Once data is synced, they can unlock powerful reporting across their firm by comparing estimate matter values to actual matter totals. This will allow them to forecast business more accurately in the future.

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