Clio Grow
Streamline client intake and grow your law firm with powerful CRM.
Executive Summary
Clio Grow is a specialized client intake and legal client relationship management (CRM) software designed to help law firms efficiently manage their prospective clients and streamline the onboarding process. It enables firms to track leads, automate intake workflows, and organize client information in a centralized system. The platform facilitates the creation and distribution of customizable intake forms and allows for the instant generation of essential legal documents such as engagement letters and retainers from templates. Clio Grow also enhances client communication through features like text messaging for sending forms and agreements. It integrates seamlessly with Clio Manage, ensuring that once a client is onboarded, their data can be easily transferred for comprehensive case management, billing, and other legal operations.
Use Cases
- Streamlining client intake and onboarding processes for law firms
- Tracking and managing prospective client leads
- Automating the generation of legal documents like engagement letters and retainers
- Facilitating communication with prospective clients via text messaging
- Seamlessly transferring client data to Clio Manage for case management
Features
Visibility
- Lead Tracking Dashboard: Visualize and manage the status of all prospective clients and intake processes.
- Customizable Intake Forms: Create tailored intake forms to collect specific client information efficiently.
Technical Specifications
- Architecture
- SaaS
- Deployment
- SaaS
- Authentication
- OAuth/OIDC
- API Available
- Yes
Security & Compliance
Certifications: SOC 2, ISO 27001, GDPR
Pricing
- Model
- Subscription-based, tiered
- Starting Price
- Contact sales
- Target Customer
- SMB,Mid-Market
- Free Trial
- Yes
About Themis Solutions Inc.
Themis Solutions Inc., operating as Clio, is a leading Canadian legal technology company. It provides a cloud-based legal practice management platform, Clio, which helps law firms manage matters, billing, documents, client intake, and firm operations. Clio's offerings include AI-powered tools for legal research, analysis, and strategy, and it supports an ecosystem of integrations through the Clio App Directory. The company recently acquired vLex, a global legal intelligence platform, further enhancing its AI-first approach to legal technology.