Overview
Clio Grow is Clio's legal CRM and client intake tool, designed to work alongside Clio Manage. At $59/user/month standalone (billed annually) — or included in Clio Complete at $149/user/month with Clio Manage bundled — it covers the full intake lifecycle: online intake forms, lead pipeline tracking, automated follow-up email sequences, e-signature retainer agreements, appointment scheduling, and Google Local Services Ads integration. The Clio Manage integration is the product's core value. When an intake lead converts to a client, all contact information, intake responses, and signed documents transfer directly into a Clio Manage matter — no re-entry required. For a firm already on Clio Manage, this replaces a spreadsheet CRM, a separate intake form tool, and a DocuSign subscription with one native system. Estate planning, family law, and personal injury practices benefit most — practice areas with structured intake flows where delayed follow-up loses clients to competitors. If your firm is not on Clio Manage, the case for Clio Grow weakens considerably. Lawmatics offers deeper marketing automation — SMS follow-up, more complex sequences, better analytics — at a flat $199/month regardless of firm size. For a firm with four or more attorneys, Lawmatics' flat pricing also undercuts Clio Grow's per-seat model ($59 × 4 = $236/month). Clio Grow is the right intake tool for Clio Manage firms, and less compelling for everyone else.
Key features
Online Intake Forms
Customizable intake forms embed on your firm website or send via link. Captured information flows directly into Clio Grow leads — no manual re-entry. Conditional logic routes different form types based on prospect responses, so a family law inquiry gets different questions than a business dispute.
Lead Pipeline Management
Visual kanban-style pipeline tracks all leads by stage: new inquiry, consultation scheduled, retained, or declined. Stage-by-stage conversion reporting shows where leads drop off in your intake process — whether that is between initial contact and consultation, or consultation and retainer.
Automated Follow-Up Sequences
Time-based email sequences trigger automatically after intake form submission or stage changes. A lead who fills out your contact form at 11 PM gets an acknowledgment immediately and a follow-up at 9 AM the next business day — without anyone on staff doing anything. Reduces lost leads from slow response times.
Electronic Retainer Agreements
Send engagement letters and retainer agreements for e-signature directly from Clio Grow. Signed retainers attach to the lead record automatically. When the lead converts to a Clio Manage matter, signed documents carry over — no re-uploading to a separate system and no DocuSign subscription required.
Clio Manage Integration
The defining feature. When a lead converts to a client in Clio Grow, the contact information, intake responses, and signed documents transfer directly into a Clio Manage matter — one click, no duplicate entry. The integration is native (same vendor), which means it is reliable and maintained as both products evolve.
Appointment Scheduling (Clio Scheduler)
Clio Scheduler lets prospects book consultations directly from your website or intake form — no back-and-forth emails to find a time. Scheduled appointments sync automatically to your calendar and the lead record in Clio Grow.
Google Local Services Ads Integration
Clio Grow connects directly to Google Local Services Ads, routing LSA leads into the intake pipeline automatically. Firms running LSA campaigns can see which ad spend converts to retained clients — not just clicks. This closes the attribution loop that most firms track manually, and it is not a feature available in most legal CRM alternatives.
Reporting
Conversion rate by lead source, intake stage performance, and response time reporting. You can see which referral sources convert at the highest rate and where leads are stalling. The reporting is solid for intake tracking but limited compared to Lawmatics — no custom dashboards or marketing attribution depth for firms running paid advertising.
Pros and cons
Pros
- Native integration with Clio Manage — leads convert directly to matters without re-entering information
- Automated follow-up sequences reduce lost leads from delayed response times
- Electronic retainer agreements with e-signature included — no DocuSign subscription needed
- Lead pipeline with stage tracking gives visibility into intake conversion rates
- Forms can be embedded on firm websites, sent via link, or triggered by referral
Cons
- Only valuable for firms already on Clio Manage — limited standalone appeal
- Per-seat pricing adds up fast: a 4-attorney firm pays $236/month — more than Lawmatics' flat $199/month
- Marketing automation depth is thin compared to dedicated legal CRMs like Lawmatics
- Reporting is basic — no custom dashboards or paid advertising attribution
- No two-way text messaging for client follow-up (Lawmatics and Captorra have this)
Pricing
7-day free trial — no credit card required.
Pricing current as of May 2026; verify with vendor before purchasing.
Who it's best for
Best fit for
- Law firms already on Clio Manage wanting to improve intake and lead management
- Estate planning, family law, and personal injury practices with structured intake flows
- Small practices (1–3 attorneys) upgrading to Clio Complete from an existing Clio Manage plan
- Firms wanting to eliminate a separate intake form tool and DocuSign subscription
Not a fit for
- Firms not on Clio Manage — the integration is the primary value (consider Lawmatics instead)
- Firms with 4 or more attorneys evaluating standalone CRM on price — Lawmatics' flat $199/month wins
- High-volume PI intake operations needing deep marketing automation and SMS follow-up (use Captorra)
- Firms wanting a more full-featured standalone legal CRM with deeper marketing automation (use Lawmatics)
Frequently asked questions
Clio Grow is $59/user/month standalone (billed annually) or $69/user/month on a monthly plan. It is also included in Clio Complete at $149/user/month alongside Clio Manage. For a 2-attorney firm, standalone Clio Grow runs $118/month annually — compared to Lawmatics' flat $199/month. The math flips around four attorneys, where Clio Grow reaches $236/month. All plans include a 7-day free trial.
Yes. Clio Grow offers a 7-day free trial. The trial gives you access to intake forms, lead pipeline, and automated sequences — enough to test the core intake workflow with real prospects before committing.
No, but Clio Grow is designed for Clio Manage firms. Without Clio Manage, you lose the native lead-to-matter conversion that eliminates double data entry — which is the product's main differentiator. Firms not on Clio Manage should evaluate Lawmatics or Captorra before defaulting to Clio Grow.
If your firm is on Clio Manage: use Clio Grow. The native integration — leads convert to matters in one click — is worth more than Lawmatics' marketing depth for most Clio shops. If you are not on Clio Manage: Lawmatics is typically the stronger choice. It offers SMS follow-up, more complex automation sequences, and richer analytics. On price: for 1–3 attorneys, Clio Grow's per-seat rate ($59–$177/month) beats Lawmatics' flat $199/month. At four attorneys, Clio Grow ($236/month) crosses above Lawmatics. See our full Lawmatics review for a side-by-side feature breakdown.
Yes. Electronic retainer agreements with e-signature are included at no additional cost — no DocuSign subscription required. Signed agreements attach to the lead record and transfer to the Clio Manage matter when the lead converts.
Technically yes — you can subscribe without Clio Manage. But the product is built around the Clio Manage integration, and without it you are paying $59/user/month for an intake tool that competes against Lawmatics and Captorra without its key differentiator. Most firms evaluating standalone legal CRM should start with Lawmatics.
About Themis Solutions (Clio)
Cloud-based practice management for solo and small firms.
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