Clio Grow

What is Clio Grow?

Clio Grow is a client intake and CRM tool for law firms. Prospective clients fill in custom intake forms, the firm runs conflict checks inside the intake flow, and the data syncs into Clio Manage when the lead becomes a client. It generates engagement letters and retainers from templates and collects e-signatures. Grow AI screens leads, answers email and phone enquiries after hours and books consultations. It also sends email campaigns, requests online reviews and reports which channels bring clients.

Who is it for?

Law firms that already run Clio Manage for matters, billing and trust accounting and want intake and lead tracking in the same system. Firms on another practice management system, or non-legal professional services firms, should look at a general CRM or a legal intake tool that integrates with their stack.

Pricing

• Clio Grow add-on: available to Clio Manage customers; price on request.
• Elite: Clio's top plan, Signature-level practice management plus the Clio Grow suite; price on request.

Clio's plans start at $49/user/mo for Starter (Clio Manage only). Core, Signature and Elite prices are given only through "Get pricing" or a demo. Prices checked on 6 October 2026.

Strengths

• Intake to matter in one flow: intake form data moves into Clio Manage, so staff do not re-key client details.
• Conflict checks during intake: the firm screens a prospect before booking the consultation.
• Documents and e-signature: engagement letters and retainers generate from templates and go out for signature.
• After-hours response: Grow AI answers email and phone enquiries and books consultations outside office hours.
• Reputation and channels: automatic review requests and reports on which channels bring clients.

What to consider

• No public price for Grow or for the Elite plan that includes it.
• Clio sells Grow to Clio Manage customers; it is not a standalone CRM for firms on other systems.
• Grow is built around legal intake, so it lacks the general sales pipeline and forecasting of a horizontal CRM.

Bottom line

Shortlist Clio Grow if your firm runs Clio Manage and loses leads between the first call and the signed engagement letter. Before buying, get the add-on price and compare it with moving to Elite.