This article may be out of date!
Visit the New Knowledge Center

Where Can I Find Clio Grow Resources for Channel Partners?


  • What Clio Grow Resources are there for Channel Partners?


  • Clio Grow

Additional Information:

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:


Transforming Clio's Potential for Law Firms: Introducing Clio Grow for Clio Partners

Partner Launch Webinar - Hosted January 24, 2019

Password: GrowCCC

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.

Introducing Clio Grow: The Client-Centered Way to Grow Your Firm

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.

Certification Training

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:

Grow Specific Resources


White Paper & Blog Articles

Ready to go? Submit your leads now on the Partner Lead Form. Forgot your referral code? Email

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality