Clio Grow review

Clio Grow is the most complete intake tool on this list for firms that already run Clio. It handles calls, messages and web forms, asks the questions you set for each practice area and location, and keeps answers, history, source and documents in one lead record. Leads move through pipeline stages with a named owner, and once a consultation goes well you can send the fee agreement for e-signature and request payment from inside Clio. After the matter closes it can send personalized Google review requests and keep past clients on email campaigns. Clio's pricing page says the Elite bundle adds referral and ad spend tracking so you can see which sources win clients. The tradeoffs are cost visibility and lock-in: Clio does not publish a Grow price, AI lead capture is billed per hired matter, and the deepest benefit comes from the handoff into Clio Manage. Firms on another practice system should compare Lawmatics.

Who it is for

Firms on Clio Manage that want intake, scheduling and source tracking connected to their matters.

Price

See vendor pricing (USD check pending).

US price check pending. See the vendor pricing page.

Key features

• Online intake forms and consultation scheduling
• Lead pipeline with stages, owners and lead sources
• Fee agreements sent for e-signature with online payment requests
• Automatic Google review requests after a matter closes
• Referral and ad spend tracking, plus email marketing

Strengths and weaknesses

• Strength: Approved contact and intake details carry into Clio Manage when a lead becomes a client
• Strength: AI intake can answer after-hours inquiries, screen for fit and conflicts and book consultations where configured
• Strength: Conflict checks search across all of Clio
• Weakness: No public price; sold in the Elite bundle or as an add-on
• Weakness: Grow AI lead capture is billed per hired matter
• Weakness: Most useful when the firm also runs Clio Manage

Key facts

• How it is sold: Elite plan with Clio Manage, or as an add-on
• Clio user base: 400,000+ legal professionals
• Integrations: 300+ apps across Clio

Where it ranks

Clio Grow is No. 1 in our Best CRM for Law Firms verdict.