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Clio Grow
Greater Vancouver, British Columbia, Canada
What it is
Clio Grow is paid client-intake, CRM, and client-acquisition software for law firms. Custom forms can be shared on a firm website, by email, or by text, with 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 a firm’s availability and receive automated text reminders. Firms can generate documents from templates, fill them with intake information, and send them for electronic signature. Marketing tools include email campaigns, a website builder, and Google Local Services Ads. Referral reporting tracks referrals and ad spend. Clio describes more than 250 integrations, including calendars, email, and video conferencing. It says data is not used to train AI models and supports SAML single sign-on, multifactor authentication, GDPR, and HIPAA obligations. Pricing is on request.
For and against
For
- Custom intake forms sync with Clio Manage
- AI handles after-hours calls and emails
- Supports electronic signatures
- Includes website and marketing tools
- More than 250 integrations described
Against
- Pricing is available only on request
- Some availability depends on plan or add-on
- Platform access is web-only
The verdict
Clio Grow covers lead capture, qualification, scheduling, documents, signatures, and client acquisition for legal practices. Firms should confirm whether Elite inclusion or a Core or Signature add-on best fits their setup.
Who it suits
Clio Grow suits law firms seeking intake, appointment scheduling, document signing, marketing, and referral tracking. It is available as part of Elite plans or as an add-on to Core and Signature.
Plans and prices
Clio Grow
Included in Elite and Elite Work · available as an add-on for Core and Signature
Read 8 Oct 2026 · clio.com
On the record
- 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.clio.com · read 8 Oct 2026
- Appointments
- Prospective clients can book based on firm availability from a website or email and receive automated text reminders.clio.com · read 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.clio.com · read 8 Oct 2026
- Compliance
- Clio says it complies with GDPR and supports firms’ HIPAA obligations for electronic protected health information.clio.com · read 8 Oct 2026
- Documents and signatures
- Grow can generate documents from customizable templates, autofill them with intake information, and send them for e-signature.clio.com · read 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.clio.com · read 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.clio.com · read 8 Oct 2026
- Maker
- Clio says it is headquartered in Vancouver, Canada, and was co-founded in 2008 by Jack Newton and Rian Gauvreau.clio.com · read 8 Oct 2026
- Marketing
- The product page describes email marketing, a website builder, and Google Local Services Ads as tools to attract clients.clio.com · read 8 Oct 2026
- Purpose
- Clio Grow provides client intake, CRM, and client acquisition tools for law firms.clio.com · read 8 Oct 2026
- Reporting
- Clio’s pricing page lists referral reporting among Clio Grow features and says firms can track referrals and ad spend.clio.com · read 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.clio.com · read 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.clio.com · read 8 Oct 2026
