Clio Grow Reviews & Product Details

The pipeline structure and integrated scheduler makes keeping track of leads and PNCs very easy Review collected by and hosted on G2.com.

When I use the scheduler to book appointments (consultations) for previous clients—people who are calling for a second time—Grow duplicates the contact. There isn’t an easy way to merge or combine the two duplicate contacts, and this creates issues with payment plans and with associating payments to the correct matters and client accounts. Review collected by and hosted on G2.com.

The fact that it has many features, from being able to organize pipelines, to handling everything about new leads, the company website and automated workflows. Review collected by and hosted on G2.com.

Sometimes the reports are not accurate and it is not possible to fully customize email marketing campaigns. Review collected by and hosted on G2.com.

It is great for intake, organizing new inquiries, and helps with saving time with new clients. Review collected by and hosted on G2.com.

Nothing to dislike. I love how it work and helps me get my work organized. Review collected by and hosted on G2.com.

Being able to schedule meetings with prospective clients Review collected by and hosted on G2.com.

I love data, I haven't been able to understand the most efficient use of the data Review collected by and hosted on G2.com.

I find Clio Grow is fantastic for business. It enhances the speed at which we can complete tasks, particularly in setting up appointments and estate planning. The software facilitates quicker appointment setup, which is vital for our operations. Additionally, I appreciate the effectiveness of the intake forms that we send to potential clients. These forms are instrumental in streamlining our client onboarding process. Moreover, Clio Grow’s integration with Outlook Office is a significant benefit, enabling us to maintain a seamless workflow. Review collected by and hosted on G2.com.

I find the cost of adding more users to be a limiting factor. A lower cost for adding additional users would make Clio Grow more appealing. Review collected by and hosted on G2.com.

Managing leads and new clients is straightforward and intuitive for everyone. Review collected by and hosted on G2.com.

So far, nothing has been a drawback. It’s very easy to train new users. Review collected by and hosted on G2.com.

The file management, allowing tasks to be accessed easily. Being notified by customer service for pages being worked on or technical support. Review collected by and hosted on G2.com.

The reports for sales and charting for case income. Review collected by and hosted on G2.com.

Clio grow makes tracking leads and sending enagagment letters very easy and automated. We were able to integrate it with our phone answering service which helped automate the process. The number of integrations they offered was a big plus and we use multiple integrations. Review collected by and hosted on G2.com.

Sometimes setting up the integrations could be a challaneg but once they were set up thing usually ran smoothly. Review collected by and hosted on G2.com.

Our firm has used Clio Manage for many years but last year we added Grow to help restructure and better manage our intake process.

Using Grow has streamlined our intake process by having all of our client management data in one place and since it syncs with Manage it easy to convert leads to matters. It is very user friendly and is visually pleasing.

We love the "pipeline" feature that shows all of the stages that each contact will go through to either be declined or become an active matter. You can easily move matters through the stages and get a picture of what matters may need attention the most.

I personally like the fact that you can filter your matters by practice are, matter stage, assigned user, source, etc. I use this feature generate customized reports for things like statute of limitations, marketing source, and others that have enabled me to easily share this information with others in the office. Review collected by and hosted on G2.com.

I would have liked more in depth training on the functions and features. Learning how to use Grow was something I had to figure out through trial and error. The help articles and support chat were helpful but I would have liked a more in depth training. I would also really love if it were possible to filter matters by a specific time frame (not just newest to oldest/oldest to newest) that could be exported to CSV. Review collected by and hosted on G2.com.

Easy way to build forms and customize them based on your business needs. You can collect all types of files and have clients fill out the information by just sending a link Review collected by and hosted on G2.com.

Nothing so far! everything has been great even the integrations with other software Review collected by and hosted on G2.com.