Overview

Clio Grow is a cloud-based client intake and legal CRM software designed to help law firms streamline the process of acquiring and managing clients. It automates client intake, appointment scheduling, and document management, while providing a centralized platform for managing client relationships and communications. The software allows firms to manage leads, automate workflows, and improve client engagement with easy-to-use tools for document generation, e-signatures, and real-time collaboration.

Features and Capabilities

• Automated Client Intake: Use customizable, online intake forms and e-signatures to simplify and automate client intake.
• Online Appointment Scheduling: Enable clients to book consultations and automatically sync with case management calendars.
• CRM Capabilities: Organize and nurture client relationships from a single platform with tools for managing contacts and communications.
• Lead and Revenue Tracking: Gain insights into client acquisition and referral sources through detailed reporting and analytics.
• Document Automation: Generate and manage legal documents that clients can sign electronically, improving efficiency.
• Workflow Automation: Automate repetitive tasks such as email follow-ups and data entry to reduce overhead and improve productivity.
• Customizable Forms and Workflows: Tailor client intake forms and workflows to meet your firm’s specific needs.
• Cloud-Based Collaboration: Collaborate with clients and teams securely in the cloud, accessible from any device.
• Client Intake Insights: Track and analyze your intake process to identify the most effective strategies for client acquisition.