--- title: Clio Grow Reviews meta\_title: 'Clio Grow Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 27 reviews by the users' company size, role or industry to find out how Clio Grow works for a business like yours. aggregate\_rating: rating\_value: 4.3 review\_count: 27 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Legal url: https://www.g2.com/categories/legal --- # Clio Grow Reviews & Product Details Claimed ###### Profile Status This profile is currently managed by Clio Grow but has limited features. Are you part of the Clio Grow team? [Upgrade your plan](https://sell.g2.com) to enhance your branding and engage with visitors to your profile! Clio Grow is a cloud-based client intake and legal client relationship management (CRM) software designed to transform how law firms attract, retain, and manage prospective clients. By automating and streamlining the client intake process, Clio Grow enables legal professionals to deliver personalized and efficient client experiences, reducing administrative overhead and enhancing firm productivity. Key Features and Functionality: - Client Relationship Management (CRM): Organize and track potential clients using customizable tags within a centralized Lead Inbox and Matter Pipeline, ensuring no opportunity is overlooked. - Online Intake Forms: Create and share custom intake forms accessible from any device, syncing them directly to matters to eliminate manual errors and redundant data entry. - E-signatures and Document Automation: Generate, review, and send custom, password-protected documents, forms, and agreements for secure online signing, expediting the documentation process. - Workflow and Email Automation: Develop step-by-step templates and automate client intake workflows to ensure consistent communication and prevent missed billable opportunities. - Reporting and Data Insights: Customize in-depth reports from an intuitive dashboard to identify revenue drivers and boost productivity through data-driven decisions. Primary Value and Solutions Provided: Clio Grow addresses the critical challenge law firms face in managing the entire client journey—from initial contact to case closure. By automating client intake and relationship management processes, it reduces administrative tasks, minimizes errors, and enhances client engagement. This leads to increased efficiency, higher client satisfaction, and improved profitability for law firms. Additionally, when integrated with Clio Manage, Clio's practice management software, firms benefit from a comprehensive end-to-end solution that synchronizes client data across the entire lifecycle, providing seamless management and insightful reporting capabilities. * * * Seller [Clio](https://www.g2.com/sellers/clio) Discussions [Clio Grow Community](https://www.g2.com/products/clio-grow/discuss) Solution Type Best-of-Breed Overview by Simon Hoggett Show More ## Value at a Glance Averages based on real user reviews. ### Perceived Cost $$$$$ [ View More Pricing Information ](https://www.g2.com/products/clio-grow/pricing) ## Top-Rated Alternatives [ ![8am MyCase](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "8am MyCase") 8am MyCase 4.4/5(390) ](https://www.g2.com/products/8am-mycase/reviews) [ ![CosmoLex](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "CosmoLex") CosmoLex 4.2/5(327) ](https://www.g2.com/products/cosmolex/reviews) [ ![Lawmatics](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lawmatics") Lawmatics 4.6/5(245) ](https://www.g2.com/products/lawmatics/reviews) [ View All Alternatives ](https://www.g2.com/products/clio-grow/competitors/alternatives) ## User Insights Average based on 27 real user reviews. Perceived Cost $$$$$ [Log in to unlock pricing and user insights](/login) ## Clio Grow Integrations (1) What do users say about integrations? Integration information sourced from real user reviews. ![Ana L. P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ana L. P.") AP Ana L. P. Bilingual Paralegal Small-Business (50 or fewer emp.) 7/10/2026 "Improved Client Intake but Needs Smoother Automation" 4/5 What do you like best about Clio Grow? Clio Grow has been valuable for our law firm by making the intake process easier and automating forms for clients. It helped us manage client information effectively, allowing us to focus less on the intake process and more on reaching out to clients regarding legal cases. Creating online files has also been a big plus. Review collected by and hosted on G2.com. What do you dislike about Clio Grow? I found the automation processes were not straightforward. When I was trying to automate more processes during the intake form, it involved a lot of steps and wasn't straightforward. It made it difficult because it wasn't simple. Also, the initial setup was a little bit difficult. Review collected by and hosted on G2.com. What problems is Clio Grow solving and how is that benefiting you? Clio Grow helps automate forms for clients, making the intake process easier and allowing us to focus on legal cases. It's valuable for quickly obtaining client information and contact. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Julliana R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Julliana R.") JR Julliana R. Abogada Small-Business (50 or fewer emp.) 4/28/2026 "Pipeline Structure and Integrated Scheduler Make Lead Tracking Easy" 5/5 What do you like best about Clio Grow? The pipeline structure and integrated scheduler makes keeping track of leads and PNCs very easy Review collected by and hosted on G2.com. What do you dislike about Clio Grow? 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. What problems is Clio Grow solving and how is that benefiting you? Clio Grow keeps our intake workflow clean and organized. We are able to accurately track PNCs and make sure we follow up in a timely manner. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Gabriela S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Gabriela S.") GS Gabriela S. Client Intake & Accounts Coordinator Small-Business (50 or fewer emp.) 1/13/2026 "Best Organization Software for Intakes" 4.5/5 What do you like best about Clio Grow? 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. What do you dislike about Clio Grow? 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. What problems is Clio Grow solving and how is that benefiting you? Having all prospective clients organized in one place and being able to send emails to a certain number of people together. As an intaker, I greatly benefit from being able to organize leads, in order and in different categories. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Desislava Y.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Desislava Y.") DY Desislava Y. Paralegal Small-Business (50 or fewer emp.) 4/3/2026 "Time saving and great tool for any practice!" 5/5 What do you like best about Clio Grow? It is great for intake, organizing new inquiries, and helps with saving time with new clients. Review collected by and hosted on G2.com. What do you dislike about Clio Grow? Nothing to dislike. I love how it work and helps me get my work organized. Review collected by and hosted on G2.com. What problems is Clio Grow solving and how is that benefiting you? It helps with faster intake and communication with the clients. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic Review from User Profile ![Anna S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Anna S.") AS Anna S. Owner/Attorney Small-Business (50 or fewer emp.) 4/27/2026 "Easy Meeting Scheduling with Prospective Clients" 4/5 What do you like best about Clio Grow? Being able to schedule meetings with prospective clients Review collected by and hosted on G2.com. What do you dislike about Clio Grow? 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. What problems is Clio Grow solving and how is that benefiting you? Organization of leads, scheduling and sending out preliminary forms that easily transfer over into Clio Manage Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Tina R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tina R.") TR Tina R. 10/17/2025 "Effortless Appointment Setup and Great Value" 5/5 What do you like best about Clio Grow? 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. What do you dislike about Clio Grow? 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. What problems is Clio Grow solving and how is that benefiting you? The product helps us do tasks faster and efficiently set up appointments for estate planning, aiding in streamlining our workflow. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Legal Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Legal Services") AL Verified User in Legal Services Small-Business (50 or fewer emp.) 10/16/2025 "Easy Lead and Client Management, No Complaints So Far" 5/5 What do you like best about Clio Grow? Managing leads and new clients is straightforward and intuitive for everyone. Review collected by and hosted on G2.com. What do you dislike about Clio Grow? So far, nothing has been a drawback. It’s very easy to train new users. Review collected by and hosted on G2.com. What problems is Clio Grow solving and how is that benefiting you? The main problem that is solving for us is tracking leads. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Dalila B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Dalila B.") DB Dalila B. Intake Representative Mid-Market (51-1000 emp.) 5/22/2025 "A software that made cases good and manageable." 4/5 What do you like best about Clio Grow? 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. What do you dislike about Clio Grow? The reports for sales and charting for case income. Review collected by and hosted on G2.com. What problems is Clio Grow solving and how is that benefiting you? Helping the company manage cases effortlessly, creating calendar appointments and allowing us to create notations on cases with different company users. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Verified User in Legal Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Legal Services") UL Verified User in Legal Services Small-Business (50 or fewer emp.) 2/12/2025 "Great Client intake software with plenty of integrations" 5/5 What do you like best about Clio Grow? 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. What do you dislike about Clio Grow? 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. What problems is Clio Grow solving and how is that benefiting you? Tracking and organizing leads was the biggest problem it solved and the ability to categorize different leads and then with Clio Manage being able to automaticllay transfer the information there once the potential cient became an actual client. The ability to categorize the leads allowed us to easily follow up on leads that needed more time to decide or were unsure. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Law Practice](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Law Practice") AL Verified User in Law Practice Small-Business (50 or fewer emp.) 10/3/2025 "Getting Organized with Clio Grow" 5/5 What do you like best about Clio Grow? 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. What do you dislike about Clio Grow? 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. What problems is Clio Grow solving and how is that benefiting you? Grow helps with intake management by keeping matters organized in the easily accessible pipeline. It also allows us to do conflict checks and easily identifies duplicate matters/contacts. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ##### Pricing Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more. 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