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.
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).
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).
Do you think Clio delivers good value for the price?
Yes
Are you happy with Clio's feature set?
Yes
Did Clio live up to sales and marketing promises?
Yes
Did implementation of Clio go as expected?
Yes
Would you buy Clio again?
Yes