CLIO Grow offers an excellent solution for law firm client intake
December 30, 2020

CLIO Grow offers an excellent solution for law firm client intake

Shawn Hamp, Esq. | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Clio

My law firm uses CLIO Grow as part of its intake process and as our CRM software.

Specifically, CLIO Grow is used by the intake department to manage new leads and potential new clients that contact our office. We have used CLIO Grow for several years when the software was first called Lexicata and then later acquired by CLIO and added to their suite of products.

CLIO Grow helps us manage our intake department by keeping track of new leads, their contact information, and notes made by the intake staff. This is basically the "SalesForce" of legal intake software. In addition, the software offers electronic document signing with a "HelloSign" integration and automatic email templates and delivery. There are also automated intake forms to send to prospective clients.

The software arranges leads in a Kanban style board to see how leads are processed in the "pipeline" of your intake system and procedures allowing the team to easily visualize the status of each new prospective client.


  • "Kanban" style board
  • Automated Documents and Electronic Signatures
  • New Lead Contact Database
  • API software integrations


  • More Advanced Reporting and Data Statistics
  • Better Contact List Management and Export Options
  • Allows for easier follow-up with prospects
  • Removes "leaks" in the intake funnel
  • Better intake team collaboration
  • Better contact lead management
CLIO Grow is custom-tailored for law firms to use off the shelf with some advanced customization options. CLIO Grow has some superior API integration options that integrate with answering services, online chatbot, website contact forms to capture new leads and automatically include them in the intake pipeline. As mentioned previously it integrates with HelloSign for no additional costs.

CLIO Grow also offers API integrations with Mailchimp to add prospects to email drip campaigns in addition to built-in automated email campaigns within its own software.

These features make it far more user friendly, automated, and robust compared with MyCase's CRM feature, and Pipedrive (a non-legal specific CRM).

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CLIO Grow is an exceptional CRM for law firms to handle their intake system and potential new leads and clients. Intake staff and receptionists can easily add new leads and contact information into the system to keep track of them in a "Kanban" style pipeline to gather information and follow up with prospects.

New case leads can be categorized by case type, court location, and case value. Contact information can be easily gathered and intake forms and follow-up emails can be sent. CLIO Grow integrates with HelloSign to gather electronic signatures and fee agreements.

A complete intake system can be created with CLIO Grow which also includes an automated checklist for onboarding procedures.

CLIO Grow is ideal for larger intake teams with three or more users. It is far superior to a spreadsheet to keep track of leads because of its automated follow-up features.


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