Clio has released Clio Grow, the company’s new client intake and CRM software.
Clio Grow gives attorneys all the tools they need to organize, nurture, and acquire new clients. Its customized intake forms, e-signature tools, and task automation let you streamline everyday processes and help you provide a more personalized and efficient experience for your clients. Clio Grow’s reporting features make your business data transparent, helping you determine which matters are driving your firm’s success.
Clio Grow lets you spend less time on administrative work and more time on what matters: your clients.
Clio Grow’s Main Features
As your firm grows, you’ll want technology that grows along with it. Clio Grow provides a number of features that help you save time, stay on track, and provide personalized attention to your potential and existing clients:
- Legal client relationship management: Connect with clients more efficiently. Organize and track clients and contacts with customizable tags and categories; quickly search and filter your contact lists; easily generate mailing lists.
- Custom forms: Clio Grow lets you create customized intake forms and sync them to relevant matters to keep you organized.
- Automate documents and e-signatures: With Clio Grow, you can review, sign, and send customized, password-protected documents, forms, and agreements online. Clients can sign from their computer, phone, or tablet.
- Workflow and email automation: Build templates and automate intake workflows to save time and ensure nothing gets missed.
- Reporting features: Easily create custom, detailed reports to see which matters are driving business.
Learn More About LawLytics & Clio Grow Integration
LawLytics natively integrates with Clio Grow.
With your Clio Grow account connected to your LawLytics website, your LawLytics site’s form submissions can be manually or automatically sent to Clio, helping you avoid redundant data entry and scrivener’s errors.
Your clients expect quick and easy access to information about your practice and their matters. LawLytics empowers you to curate how they experience your firm online. And, once a potential client becomes your existing client, Clio Grow empowers you to deliver a well-organized client experience. The result is a consistent client experience from their first impression of your firm to the conclusion of a matter.
Clio can be added to LawLytics (and vice versa) at any time. If you’re not yet a LawLytics member, learn more about how LawLytics can improve your firm’s online marketing by visiting our Membership page or scheduling a consultation with one of our legal marketing consultants.