- What Clio Grow Resources are there for Channel Partners?
- Clio Grow
Clio Grow is the client intake and CRM platform the legal industry has been waiting for! Integrating seamlessly with Clio’s existing practice management platform and focusing on optimizing the client experience right from intake all the way through to invoice and payment, Clio Grow will streamline law firm success.
Clio Grow enables firms to deliver a more client-centered intake experience through a platform that works alongside Clio’s existing practice management platform. Clio Grow allows firms to
- Track potential new clients, or “leads”, with an easy to use matter pipeline—and know what next steps are required to convert them into paying clients,
- Automate communications, appointment reminders, and follow-up tasks—ensuring no client touchpoint is missed,
- Capture contact information easily with online intake forms, customizable document templates, and e-signatures,
- Know where leads are coming from, and track referrals, ensuring you make data-driven decisions that drive firm growth, and
- Sync contact and matter data directly to Clio’s practice management platform to eliminate errors and the need for duplicate data entry.
We’re thrilled to have publicly launched Clio Grow on January 28, 2019 and are excited to fold it into your offerings as a Channel Partner.
To get you up to speed, we’ve put all your Grow Resources together in one place:
Partner Launch Webinar - Hosted January 24, 2019
Join Michael Chasin—General Manager of Clio Grow and co-founder of Lexicata—and Joshua Tanzola—Director of Sales Engineering & Strategic Solutions in this Channel exclusive pre-launch webinar.
Lexicata Announcement Webinar - Hosted October 18, 2018
Catch up on all the buzz and hear all the behind the scenes action straight from Jack Newton, CEO of Clio, and Michael Chasin, CEO of Lexicata in October’s acquisition announcement webinar.
Cover everything you need to know about Clio Manage and Clio Grow with Clio Academy–free, on-demand, self paced training covering every facet of Clio and Clio Grow. Focus on just one area or take entire Certification packages:
- Clio Manage Certification
- Clio Grow Certification - If you are a Clio Certified Consultant, get this done ASAP! Prior to receiving any Clio Grow commission, you, or someone on your team, is required to complete the Getting Started with Clio Grow 7-course bundle on Clio Academy.
Grow Specific Resources
- Clio Grow Overview - 7 minutes
- Customer Enablement | Frequently Asked Questions
- Partner Enablement | Frequently Asked Questions
- Sales Positioning
- Clio Grow Setup Fees
White Paper & Blog Articles