Esqase From $49/mo 9.0 Visit Clio Grow
clio.com
What it is
Clio Grow is a web product for law-firm client intake, CRM, and client acquisition. Custom forms can be shared from a firm website, by email, or by text, with collected information syncing to Clio Manage when a lead becomes a client. Grow AI can answer calls and emails after hours, screen leads for fit and conflicts, book appointments, and nurture leads after a case closes. Prospective clients can schedule from firm availability and receive automated text reminders. Firms can generate documents from customizable templates, autofill intake details, and send them for e-signature. Acquisition tools include email marketing, a website builder, and Google Local Services Ads; referral reporting tracks referrals and ad spend. Clio lists more than 250 integrations, including calendars, email, and video conferencing. It says data is not used to train AI models, supports SAML single sign-on and MFA, complies with GDPR, and supports HIPAA obligations for electronic protected health information.
Spec sheet
- Purpose
- Clio Grow provides client intake, CRM, and client acquisition tools for law firms.Read 8 Oct 2026 · clio.com
- Integrations
- Clio’s integrations page describes an ecosystem of more than 250 app integrations, including connections for calendars, email, and video conferencing.Read 8 Oct 2026 · clio.com
- Security
- Clio says data is not used to train AI models and that it supports SAML-based single sign-on and multi-factor authentication.Read 8 Oct 2026 · clio.com
- Compliance
- Clio says it complies with GDPR and supports firms’ HIPAA obligations for electronic protected health information.Read 8 Oct 2026 · clio.com
- Support
- Clio’s pricing page says every plan includes 24/5 live chat, phone, and email support, plus an online help center and user community.Read 8 Oct 2026 · clio.com
- Headquarters
- Greater Vancouver, British Columbia, CanadaRead 28 Sep 2026 · clio.com
- Founded
- 2008Read 28 Sep 2026 · clio.com
- Maker
- Clio says it is headquartered in Vancouver, Canada, and was co-founded in 2008 by Jack Newton and Rian Gauvreau.Read 8 Oct 2026 · clio.com
- AI intake
- Grow AI can answer calls and respond to emails after hours, screen leads for fit and conflicts, book appointments, and nurture leads after a case closes.Read 8 Oct 2026 · clio.com
- Appointments
- Prospective clients can book based on firm availability from a website or email and receive automated text reminders.Read 8 Oct 2026 · clio.com
- Availability and pricing
- Clio Grow is included in Elite and Elite Work and is available as an add-on for Core and Signature; the page directs buyers to request pricing.Read 8 Oct 2026 · clio.com
- Documents and signatures
- Grow can generate documents from customizable templates, autofill them with intake information, and send them for e-signature.Read 8 Oct 2026 · clio.com
- Intake forms
- Custom intake forms can be shared through a firm’s website, email, or text, and collected information syncs to Clio Manage when a lead becomes a client.Read 8 Oct 2026 · clio.com
- Marketing
- The product page describes email marketing, a website builder, and Google Local Services Ads as tools to attract clients.Read 8 Oct 2026 · clio.com
- Reporting
- Clio’s pricing page lists referral reporting among Clio Grow features and says firms can track referrals and ad spend.Read 8 Oct 2026 · clio.com
Plans and prices
Clio Grow Priced on request Included in Elite and Elite Work · available as an add-on for Core and Signature Read 8 Oct 2026 · clio.com
Strong points and limits
Strong points
- AI handles after-hours intake
- Custom forms sync to Clio Manage
- Template-based e-signature documents
- More than 250 integrations
- GDPR and HIPAA support
Limits
- Pricing requires a request
- Included only in selected plans
- Add-on availability depends on plan
- Web platform only
Who it suits
Clio Grow is for law firms managing prospective-client intake, follow-up, documents, appointments, referrals, and marketing. It suits firms already using Clio Manage or seeking its wider integration ecosystem.
Verdict
Clio Grow covers intake through appointment booking, document signing, and acquisition reporting for law firms. Buyers must request pricing and determine whether inclusion or add-on status matches their Clio plan.
Where Specifiction places it
- Legal Intake Software#15 of 257.4
- Legal CRM Software#24 of 347.3
- Legal Workflow Automation Software#17 of 227.4
- Legal Conflict Checking Software#23 of 287.2
- Client Intake Software#25 of 277.3
Alternatives to Clio GrowAll alternatives →
Esqase From $49/mo 9.0 Visit