Clio Grow
Clio Grow provides client intake, customer relationship management, and client acquisition tools for law firms.
What Clio Grow is
Clio Grow provides client intake, customer relationship management, and client acquisition tools for law firms. Firms can share custom intake forms through websites, email, or text, then sync collected information 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 book according to firm availability from a website or email and receive automated text reminders. Grow can generate documents from customizable templates, autofill them with intake information, and send them for e-signature. Its client acquisition features include email marketing, a website builder, and Google Local Services Ads. Referral reporting can track referrals and ad spend. Clio describes more than 250 integrations, including calendar, email, and video conferencing connections. The product is web-based, and pricing is available on request. Clio says data is not used to train AI models and lists SAML single sign-on, multi-factor authentication, GDPR compliance, and support for firms’ HIPAA obligations.
Good
- Custom intake forms can be shared by web, email, or text.
- Grow AI can screen leads and book appointments.
- Documents can be autofilled and sent for e-signature.
- Referral reporting tracks referrals and ad spend.
- Clio describes more than 250 app integrations.
Watch out
- Pricing is available only on request.
- The product is listed for web use.
Who it suits
Clio Grow is for law firms that want to manage prospective-client intake and acquisition in a web-based product. It may suit firms seeking automated intake, appointment booking, document generation, and referral reporting.
Verdict
Clio Grow brings intake, lead follow-up, document workflows, and client acquisition tools together for law firms. Buyers should request pricing and confirm which plan arrangement fits, since it is included in Elite and Elite Work and offered as an add-on for Core and Signature.
Plans and prices
From Clio Grow's own pricing page, checked 8 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Clio Grow | Priced on request | Included in Elite and Elite Work · available as an add-on for Core and Signature |
The facts
Each one read from Clio Grow's own pages, with the date it was checked.
What it does
- 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.checked 8 Oct 2026
- 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.checked 8 Oct 2026
- Compliance
- Clio says it complies with GDPR and supports firms’ HIPAA obligations for electronic protected health information.checked 8 Oct 2026
- Documents and signatures
- Grow can generate documents from customizable templates, autofill them with intake information, and send them for e-signature.checked 8 Oct 2026
- 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.checked 8 Oct 2026
- Integrations
- Clio’s integrations page describes an ecosystem of more than 250 app integrations, including connections for calendars, email, and video conferencing.checked 8 Oct 2026
- Marketing
- The product page describes email marketing, a website builder, and Google Local Services Ads as tools to attract clients.checked 8 Oct 2026
- Purpose
- Clio Grow provides client intake, CRM, and client acquisition tools for law firms.checked 8 Oct 2026
- Reporting
- Clio’s pricing page lists referral reporting among Clio Grow features and says firms can track referrals and ad spend.checked 8 Oct 2026
- Security
- Clio says data is not used to train AI models and that it supports SAML-based single sign-on and multi-factor authentication.checked 8 Oct 2026
- 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.checked 8 Oct 2026
Where it runs
- Appointments
- Prospective clients can book based on firm availability from a website or email and receive automated text reminders.checked 8 Oct 2026
The company
- Founded
- 2008checked 28 Sep 2026
- Headquarters
- Greater Vancouver, British Columbia, Canadachecked 28 Sep 2026
- Maker
- Clio says it is headquartered in Vancouver, Canada, and was co-founded in 2008 by Jack Newton and Rian Gauvreau.checked 8 Oct 2026
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