Clio Grow Reviews & Pricing

by Themis Solutions | Founded 2007, Burnaby, Canada

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What is Clio Grow?

Industry Specialties: Legal

Clio Grow is a cloud-based solution for firms to attract and retain clients. Users can manage all aspects of their client relationships with its secure contact database, email lists, alerts and secure communication modules. It automates appointment scheduling, with reminders and follow-ups to minimize no-shows and cancellations. Users can accept payments upfront with a Clio Manage integration. It also handles the entire client intake process with customizable intake forms and e-signatures.

Users can utilize its intuitive dashboards to get actionable intelligence on client intake, leads, revenue and productivity. Cloud-based and compliant, it provides robust cybersecurity for teams to securely collaborate from anywhere. Firms can leverage its exceptional support and referral network to enrich client intake.

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User Sentiment

Based on 1165 reviews:

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Clio Grow Pricing

Based on our most recent analysis, Clio Grow pricing starts at $49 (Per User, Monthly).

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Starting From: $49
Pricing Model: Per User, Monthly
Free Trial: Yes, Request for Free

Training Resources

Clio Grow is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for Clio Grow:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

Clio Grow Benefits and Insights

Why use Clio Grow?

Key differentiators & advantages of Clio Grow

Strategic Automation: Leverage automated workflows for engagement agreements, emails and CRM. Pick and choose from a range of templates and customize them according to requirements.
Easy Firm Collaboration: Connect with other legal practitioners through the Clio Referral Network. Refer cases to other lawyers and accept referrals while building a professional network.
Seamless Data Sync: Sync with Clio Manage to directly access legal matters, contacts, bills, payments and time. Avoid repeatedly switching between platforms to save time and reduce errors.
Streamlined Intake: Simplify the intake process using smart templates via the Quick Intake option.
Multiple Integration Options: Strengthen CRM by integrating with Smith.ai and Lawlytics.

Industry Expertise

Clio Grow is best suited for small to medium-sized law firms looking to streamline client intake and enhance client relationships. It's particularly valuable for firms seeking to manage leads, automate intake processes, and gain insights into business development efforts. Clio Grow's integration with Clio Manage makes it an even more powerful tool for firms already using or considering Clio's practice management software.

Clio Grow Reviews

Average customer reviews & user sentiment summary for Clio Grow:

1165 reviews

94%

of users would recommend this product

Synopsis of User Ratings and Reviews

Based on an aggregate of Clio Grow reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

Simplified Intake: Clio Grow makes it easier for legal professionals to manage the often cumbersome client intake process.
Lead Management: Users praise the software for its effectiveness in managing leads, enabling them to track and nurture potential clients.
Seamless Integrations: Clio Grow receives positive feedback for its ability to integrate with other tools, streamlining workflows for legal professionals.
Excellent Support: Users consistently highlight the strong customer support provided by Clio Grow, ensuring they receive assistance when needed.

Cons

Price: Some users find the pricing structure of Clio Grow to be expensive, especially for smaller law firms or solo practitioners with limited budgets.
Learning Curve: New users unfamiliar with legal practice management software may face a learning curve when adapting to Clio Grow's features and interface, potentially requiring additional time for training and adjustment.

Researcher's Summary:

Will Clio Grow help your law firm grow its client base? Many users say yes. Clio Grow is lauded for its user-friendly interface and seamless integrations, which simplify the often-cumbersome client intake process. For instance, users praise its ability to automate tasks like sending engagement letters and collecting information through online forms, saving them valuable time and reducing errors. This streamlined approach not only enhances efficiency but also allows lawyers to focus on what matters most: their clients. However, some users have pointed out that Clio Grow can be a bit pricey, especially for smaller firms or solo practitioners. Additionally, occasional bugs and feature limitations have been reported, though these appear to be relatively infrequent. Think of it like a well-maintained car: it might have a few minor hiccups now and then, but overall, it gets you where you need to go reliably.

Clio Grow's emphasis on automation and client relationship management makes it stand out from the crowd. Unlike some competitors that focus primarily on case management, Clio Grow prioritizes nurturing leads and converting them into paying clients. This is achieved through features like automated email sequences, appointment scheduling, and personalized communication tools, all designed to enhance the client experience from the very first interaction. This makes it an ideal solution for firms looking to boost their client acquisition efforts and build stronger relationships that translate into long-term success.

In conclusion, Clio Grow is best suited for law firms that place a premium on efficiency, automation, and providing a stellar client experience. While it may not be the cheapest option on the market, its robust features and user-friendly design make it a worthwhile investment for those looking to streamline their intake process and grow their client base effectively.

Key Features

Client Management: Improve customer experience for existing clients and follow up with potential customers via the legal customer relationship management portal. Always keep track of tasks, client requirements and opportunities.
- Contact Management: Tag and organize retained clients, professional contacts and potential customers to get an organized overview of their contact and matter details on the dashboard. Encourage potential contacts to show up for consultations with a simplified scheduling process and automated reminders.
- Client Services: Choose from a variety of customizable intake forms and create documents instantly. Automatically set up tasks, reminders and personalized multi-step email campaigns to keep clients up-to-date about case proceedings, increase engagement and convert potential leads.
- Client Insights: Get detailed reports on client referrals, high-value contacts, conversion rates and profitable practice areas to improve client retention rates and advertise efficiently.
Intake Management: Streamline the intake process with a completely digital client intake portal. Eliminate paper usage, redundant PDF forms and in-person consultations, organize important details about new clients and track their status in real time.
- Intake Processing: Create a public intake form, link it to the firm website and share it with clients via email or SMS. Automatically create to-do lists, documents and emails to speed up the intake process. All contact and matter information is automatically categorized in the client relationship management portal.
- Lead Tracking: Get status updates and matter overviews of potential clients in the Lead Inbox and Matter Pipeline portals. Identify exactly which prospective clients require a follow-up and when in order to sign retainers.
- Intake Tasks: Schedule appointments and follow up on meetings with the Scheduler extension. Check potential contacts against the firm’s records to identify conflicts of interest and repeat clients.
- Synchronization: After completion of the intake process, synchronize all documents, notes, events, intake form details, and related contacts with the firm database through the cloud.
E-signature: Automatically prepare documents with integrated e-signature capabilities. Send and approve e-signatures securely in order to speed up business processes and remove bottlenecks.
Document Management: Prepare and send documents and retainers for e-signatures. Clients can even sign the legal documents securely from their phones and tablets without ever having to download, print or mail them.
Task Automation: Stay on top of matter updates, client appointments and pending requests with real-time tracking and alerts. Keep current and prospective clients in the loop with timed-delivery email scheduling, unlimited email templates and automated reminders.
Client Intake Insights: Identify the most successful practice areas, matter types, referral sources and top-performing firm members and clients with advanced reporting and analytics modules. Organize client intake reports and lead sources to improve financial forecasting and eliminate redundancies.
Calendar Management: Optimize schedules to prevent same day, back-to-back and last minute appointments. Book meetings and appointments online with the easy-to-use, calendar extension that automatically sends event reminders and appointment confirmation alerts and provides firm-wide visibility.

Suite Support

The vendor offers complementary support to all subscribers 24 hours a day, five days a week. A team of trained professionals provides data migration support to securely transfer data and reduce time-to-market, as well as 24/5 live chat support and phone support. Visit their website to access additional resources like cloud conference sessions with keynote speakers, articles and trends reports and online training.

Email: [email protected]. Typically replies within 24 hours or one business day.

Phone: 1-888-858-2546 from 12:00 a.m. to 11:59 p.m. PST, Monday to Friday.

Training: The online academy provides free, on-demand training. Or, request live training sessions from their team of trained professionals for a more individualized approach.

Tickets: Not specified.