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What Are the Clio Grow Setup Package Options?

Objective:

  • Set up forms and documents in a new Clio Grow account
  • Pay for Clio's professional services
  • Can Clio build my forms and docs for me
  • How to have Clio build Intake Forms for me
  • Pay for Clio Grow Setup Package
  • Does Clio offer document template building services for Clio Grow?

Environment:

  • Clio Grow

Additional Information:

  • At any time during your use of Clio Grow, you can contact Clio Support to ask for:
    • A One-Time Setup if they would like the full training and document/form creation
    • A la carte option only available once a customer has purchased setup
  • Customers must first purchase Grow Account Setup before being able to purchase a la carte forms.

Answer:

Includes Custom document creation and product training by Clio product experts

  Package 1 Package 2 
Price

$399 One-Time Setup Fee

£/€399 One-Time Setup Fee for EMEA/UK customers 

$999 One-Time Setup Fee

£/€999 One-Time Setup Fee for EMEA/UK customers 

Conditions
  • Included in Elite Suite plans
  • Mandatory purchase for firms with 5 or more users
  • Optional purchase for firms with 4 or fewer users
  • Optional upgrade available for purchase
  • Recommended for firms with 11 or more users
Forms and Documents
  • 2 Forms
  • 3 Documents
  • 5 Forms
  • 10 Documents
One Firm Strategy Session
  • Connect with an Onboarding Specialist to identify the core workflows that can help you grow your practice. Discovery includes:  
  • Clio Grow–Custom Fields, Workflows, Email Templates, Drip Campaigns, and more.
Form Templates
  • Capture and sync information specific to your client, case, and firm to Clio Grow with custom intake templates.
  • Additional forms and templates available with à la carte pricing options.
Document Templates
  • Automate document creation and reduce non-billable work with dynamic, reusable templates for fee agreements, retainers, and more.
  • Additional forms and templates available with à la carte pricing options.
Onboarding Session
  • Live Firm Training
    • Onboarding session with a Clio product expert to ensure you're ready to use the product successfully
  • Flexible Group Onboarding Resources

 

A la Carte Additions  

  • $/£/€99 per Form
  • $/£/€50 per Document
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