# Clio Grow Reviews
**Vendor:** Clio  
**Category:** [Legal CRM Software](https://www.g2.com/categories/legal-crm)  
**Average Rating:** 4.4/5.0  
**Total Reviews:** 26
## About Clio Grow
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.




## Clio Grow Reviews
  ### 1. Pipeline Structure and Integrated Scheduler Make Lead Tracking Easy

**Rating:** 5.0/5.0 stars

**Reviewed by:** Julliana R. | Abogada, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 28, 2026

**What do you like best about Clio Grow?**

The pipeline structure and integrated scheduler makes keeping track of leads and PNCs very easy

**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.

**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.

  ### 2. Best Organization Software for Intakes

**Rating:** 4.5/5.0 stars

**Reviewed by:** Gabriela S. | Client Intake & Accounts Coordinator, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 13, 2026

**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.

**What do you dislike about Clio Grow?**

Sometimes the reports are not accurate and it is not possible to fully customize email marketing campaigns.

**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.

  ### 3. Time saving and great tool for any practice!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Desislava Y. | Paralegal, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 03, 2026

**What do you like best about Clio Grow?**

It is great for intake, organizing new inquiries, and helps with saving time with new clients.

**What do you dislike about Clio Grow?**

Nothing to dislike. I love how it work and helps me get my work organized.

**What problems is Clio Grow solving and how is that benefiting you?**

It helps with faster intake and communication with the clients.

  ### 4. Easy Meeting Scheduling with Prospective Clients

**Rating:** 4.0/5.0 stars

**Reviewed by:** Anna S. | Owner/Attorney, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 27, 2026

**What do you like best about Clio Grow?**

Being able to schedule meetings with prospective clients

**What do you dislike about Clio Grow?**

I love data, I haven't been able to understand the most efficient use of the data

**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

  ### 5. Effortless Appointment Setup and Great Value

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tina R.

**Reviewed Date:** October 17, 2025

**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.

**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.

**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.

  ### 6. Easy Lead and Client Management, No Complaints So Far

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 16, 2025

**What do you like best about Clio Grow?**

Managing leads and new clients is straightforward and intuitive for everyone.

**What do you dislike about Clio Grow?**

So far, nothing has been a drawback. It’s very easy to train new users.

**What problems is Clio Grow solving and how is that benefiting you?**

The main problem that is solving for us is tracking leads.

  ### 7. A software that made cases good and manageable.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Dalila B. | Intake Representative, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 22, 2025

**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.

**What do you dislike about Clio Grow?**

The reports for sales and charting for case income.

**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.

  ### 8. Great Client intake software with plenty of integrations

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 12, 2025

**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.

**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.

**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.

  ### 9. Getting Organized with Clio Grow

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 03, 2025

**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.

**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.

**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.

  ### 10. Easy way to collect data from potential clients

**Rating:** 4.5/5.0 stars

**Reviewed by:** Kenny H. | T, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 16, 2021

**What do you like best about Clio Grow?**

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

**What do you dislike about Clio Grow?**

Nothing so far! everything has been great even the integrations with other software

**Recommendations to others considering Clio Grow:**

Fully recommended if you're looking for an easy way to get information from potential clients

**What problems is Clio Grow solving and how is that benefiting you?**

Collecting client's information and data, pictures, and documents.

  ### 11. Lexicata for Law Firm marketing

**Rating:** 5.0/5.0 stars

**Reviewed by:** Mallory H. | Marketing Director, Law Practice, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 19, 2019

**What do you like best about Clio Grow?**

I like the ability to assign where each client heard about our firm.  It helps me see where our marketing dollars are best spent. 

**What do you dislike about Clio Grow?**

I dislike that I am not able to create a filter based on where the source of the client 

**Recommendations to others considering Clio Grow:**

For those in Marketing, this is a great tool to track where your clients are finding you.  

**What problems is Clio Grow solving and how is that benefiting you?**

The only problem I have is being able to easily filter all of the intake to see where they heard about our firm 

  ### 12. All the bells and whistles you need for a legal CRM

**Rating:** 4.0/5.0 stars

**Reviewed by:** kassy g. | CRM made easy for attorneys, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 02, 2018

**What do you like best about Clio Grow?**

I like that it has the capability to integrate with Clio and it's docu-sign function. It also allows our firm to streamline tasks, and schedule emails efficiently. 

**What do you dislike about Clio Grow?**

Our firm uses a form software called Prima Facie, I wished integrated with it. 

**Recommendations to others considering Clio Grow:**

I'd like to see a cleaner interface, sometimes it can get a little cluttered. I wish that when you import to Clio that the events would also stay assigned to the matter. I also wish that the tasks would carry on over to Clio because it gets cumbersome switching to multiple softwares. 

**What problems is Clio Grow solving and how is that benefiting you?**

Intake solutions and keeping track of leads. Organizing leads and also utilizing the pipeline to track our clients. I am also looking to use this on the company website so that we can have our leads fill out a questionnaire prior to consulting with an attorney. I like all of it's functions but I'm excited that they are merging with Clio, hopefully everything can all be in one place. 

  ### 13. Great System for lawfirms

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Consumer Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 30, 2019

**What do you like best about Clio Grow?**

Lexicata has made it very easy for our firm to connect leads and turn them in to clients. Over all the system is easy to use and navigate. It incorporates hello sign which makes it easy for clients to sign the necessary documents. Over all i like that Lexicata has been made it so much easier to keep connected with our clients. Love it! Also, big plus their customer support is super quick, responsive, and helpful.  

**What do you dislike about Clio Grow?**

Any issues i had with Lexicata they have been fixed. My main dislike was when you add a contact and could not add more then one matter to the profile. However, that has been updated. 

**What problems is Clio Grow solving and how is that benefiting you?**

This system has been great for our firm in many ways. One main problem it has fixed is keeping all client/lead information in one place. It has improved our communication with clients, like follow ups, appointment reminders, etc. 

  ### 14. Use Lexicata !!!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Ernesto R. | Trabajo en red, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 08, 2018

**What do you like best about Clio Grow?**

A standout amongst the most points of interest is that the shape Creation isn't just for admission however to gather a wide range of data. I utilize it to gather nitty gritty individual data from my separation intercession customers. Worked in combination with HelloSign enables me to make singable archives from my own .pdf layouts is an awesome favorable position. I utilize the "Plan" include as my "to do" framework. It has worked in update email instruments which I observed to be significantly more successful than the bunch of online "to do" programs. You can sent messages to contacts related with your issues from inside the program. Worked in apparatuses enable me to monitor who is alluding matters to me. Their "dribble email" advertising online class, which was exceptionally all around created and extremely helpful. I have not yet taken full favorable position, but rather they have reconciliations with Mailchimp, Clio, virtual secretary, and others. It has a decent Interface that is insightfully outlined. New highlights are presented through the program (not simply email), with moment preparing.

**What do you dislike about Clio Grow?**

A standout amongst the most inconveniences is that there is certifiably not a versatile application. I might want to see better incorporation with my Gmail contacts. At this moment, I do some twofold passage which isn't as advantageous as I might want. Additionally I might want to see incorporation with a period/charging framework (which I am told might be in progress) and at last an interface with Quickbooks. A few things in Lexicata are not adjustable and that can be irritating. Also, the mechanization is extremely constrained, and could be made strides. The joining with Mailchimp could be better as well. In conclusion, there isn't autosave highlight in Notes. Furthermore, I've lost notes in the wake of neglecting to click spare.

**Recommendations to others considering Clio Grow:**

Having the capacity to set a customer or matter charging rate and push that to Clio would be an incredible component. The rate is authoritatively set amid the commitment letter process. Yet, that rate isn't fixing to Clio so default Clio rate will apply. Since Lexicate makes the customer and matter in Clio, my old work process in Clio matter creation is skipped. This makes a probability that the Clio default rate may not coordinate the customer contract rate. But remember you always need a network connection.

**What problems is Clio Grow solving and how is that benefiting you?**

When I became accustomed to the train of utilizing Lexicata for all customer consumption purposes, it turned into my center for all my work. Causes me deal with my customer admission process, assess my promoting and my referral sources. Offers online form completion, e-marking, straightforward record get together, "to do" work in one bundle. 

  ### 15. You must use Lexicata !!!!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Pedro M. | Gerente de finanzas, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 05, 2018

**What do you like best about Clio Grow?**

Lexicata is instinctive, spotless, simple to setup and simple to utilize. The best CRM available for lawyers hoping to increase finish control of their business procedure and gain perceivability + bits of knowledge to their business pipeline. The support team is exceptionally responsive, and careful in helping amid the setup procedure. As far as announcing, the new UI and usefulness is one of the least demanding to peruse and envision that I've found in any CRM. The Lexicata group truly comprehends the matter of lawyers and exceeds expectations at helping them deal with their pipeline of chances. Exceedingly prescribe this product to the greater part of my lawyer customers, from solo administrators to moderate size firms, to compose and scale their deals. It's awesome in light of the fact that you can keep the majority of the data in a single place from the earliest starting point. It is additionally totally adaptable so it tends to be suited to pretty much anybody's needs. Lexicata has such an expansive range of employments too; from new customer consumption, to planning arrangements, to sending trickle crusades.

**What do you dislike about Clio Grow?**

The errand administration highlights are extremely burdensome. To start with, you need to dive into sub-menus to discover what errands are expected or past due. Notwithstanding when you do discover the errand show, you need to tap on each undertaking independently to make sense of what matter it identifies with and it's identity appointed to. As you can envision, a law office may have a few lawyers with "compose brief" as an errand. The assignment feed just says "compose brief" without saying what case it identifies with or who needs to do it. More regrettable, except if the assignment is expected today, the undertaking feed doesn't state when the errand is expected. Once more, you need to tap on every thing separately. It appears that every client's errands (and just that client's assignments) ought to show up conspicuously on the dashboard and the undertakings ought to incorporate issue and due date. 

Concerning issues, I would incline toward more strong security on the structures. As lawyers we gather classified data. Data gathered on a Lexicata frame is accessible to ANYONE who has the mystery connection, and it remains accessible in interminability after the shape is submitted (except if you physically erase the shape in the wake of downloading it). Evidently it isn't put away scrambled very still on the Lexicata server. Formstack is considerably more secure. Once a frame is submitted, just an approved Formstack client can get to the information. Formstack additionally gives you a chance to set a choice to keep the information scrambled very still on the server with the goal that an encryption key is required to open it.

**Recommendations to others considering Clio Grow:**

Lexicata influences our customer admission to process 100% less demanding than it was previously. It is easy to enter data and it tends to be effortlessly sent out to any spreadsheet, contingent upon your inclinations. It is additionally arranged in a way that encourages you see the movement of leads through all stages. You just need a PC and a system association !!!

**What problems is Clio Grow solving and how is that benefiting you?**

The Lexicata software truly conveys clearness and association to the business procedure and pipeline of chances. This makes breaking down deals significantly less demanding and enables us to figure out where to center our endeavors. The outcome is expanded speed through the business procedure and significantly higher income.

  ### 16. An Incomplete Product, but what can you do

**Rating:** 2.0/5.0 stars

**Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 26, 2019

**What do you like best about Clio Grow?**

Templated emails and engagement leters.  Although customization is a pain if you want to make a modification.  

**What do you dislike about Clio Grow?**

The fact that it is barely integrated with billing system CLIO.  It almost seems like you have to do duplicate work: 1 first enter info into lexicata then clio.  

**What problems is Clio Grow solving and how is that benefiting you?**

Managing clients, easy access to information.  

  ### 17. Needs to be integrated

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 04, 2019

**What do you like best about Clio Grow?**

I love that they were so willing to help correct and build templates. 

**What do you dislike about Clio Grow?**

Since they were bought by Clio they have not been integrated for the existing users 

**What problems is Clio Grow solving and how is that benefiting you?**

It is a great way to get signatures on any kind of form and super helpful and easy for clients to use. 

  ### 18. LOVE LEXICATA

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 25, 2019

**What do you like best about Clio Grow?**

WE LOVE THE FACT THAT WE CAN EASILY SEND RETAINER AGREEMENTS, SAVES NOTES, AND EMAIL DIRECTLY THROUGH CLIENTS THROUGH LEXICATA. 

**What do you dislike about Clio Grow?**

SOMETIMES LEXICATAS FEATURE TO SIGN DOCUMENTS IS DOWN:(

**What problems is Clio Grow solving and how is that benefiting you?**

SENDING RETAINER AGREEMENTS, DOING INTAKES

  ### 19. A Great Lead Tracker!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 06, 2019

**What do you like best about Clio Grow?**

The dashboard is a great way to track your pipeline and the status of leads. It’s completelt customizable and works in conjunction with many other programs. 

**What do you dislike about Clio Grow?**

I have not found anything I dislike about this program yet. 

**What problems is Clio Grow solving and how is that benefiting you?**

Keeping track of the pipeline. 

  ### 20. great add on to Clio

**Rating:** 4.0/5.0 stars

**Reviewed by:** Dean M. | Business Development & Operations Strategist, Legal Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 17, 2018

**What do you like best about Clio Grow?**

if you use clio this is great, it gives you esigning of documents, a crm and form filling

**What do you dislike about Clio Grow?**

the CRM is not great, there are definitely better ones out there

**Recommendations to others considering Clio Grow:**

if you need form filling, esigning or crm, and you use clio, this is great

**What problems is Clio Grow solving and how is that benefiting you?**

the form filling for new client intake is great and it goes right into clio

  ### 21. Lexicata

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 07, 2018

**What do you like best about Clio Grow?**

Pretty good for tracking cases. Good for connecting to email, and have email recorded somewhere when you send via Lexicata. This is useful for things like letters closing files that you want a record of. 

**What do you dislike about Clio Grow?**

The intake form isn't customizable, and is pretty clunky. 

**Recommendations to others considering Clio Grow:**

It's hard to find a law software that will do it all. We have to use both Lexicata and Clio, for example. So think about what things Lexicata that will give you that your other programs don't so you don't get too bogged down with software.

**What problems is Clio Grow solving and how is that benefiting you?**

Keeping track of where clients are referred from, profitability, and signing documents electronically. 

  ### 22. Referral Tracking

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 01, 2018

**What do you like best about Clio Grow?**

We like this software best because it allows to input all calls and walk-in inquiries no matter what to track where we are getting our referrals and which marketing techniques are working best.  It helps us to keep track of how many inquiries are hiring our firm and which referrals to other attorneys we need to track to make sure we are receiving our referral payments.

**What do you dislike about Clio Grow?**

It works with Clio in some aspects, but not in every aspect.  It does not completely synchronize with Clio in that when we export data and matters, we are still having to go back into Clio to add or edit information after export.  This may be a fault of Clio as much as it is of Lexicata.

**Recommendations to others considering Clio Grow:**

Take advantage of the customer support.  Make sure that the product is working to your satisfaction and that your company is getting everything it should be out of the product.  Make sure it tracking your marketing needs completely and that all information that employees are inputting is tracked.  Make sure that the reports are accurate and if they are not, speak with the customer service team.

**What problems is Clio Grow solving and how is that benefiting you?**

We are able to solve marketing problems and keep track of referral fees we are owed much more easily than just keeping a list.  Our employer is able to get reports showing where clients are coming from, though sometimes they are not as complete as they should be.  

  ### 23. Could be Great - Needs Some Work!

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 09, 2018

**What do you like best about Clio Grow?**

Very organized system and easy to find what you need.

**What do you dislike about Clio Grow?**

Reply emails do not go directly into the system. 

**What problems is Clio Grow solving and how is that benefiting you?**

Client intake has become much easier for us since starting to use Lexicata.

  ### 24. Lexicata is great!

**Rating:** 4.0/5.0 stars

**Reviewed by:** Alicia I. | Director of Business and Client Relations, Law Practice, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 14, 2017

**What do you like best about Clio Grow?**

The thing that I liked best about Lexicata is its integration with Clio! It really simplified our lead management and onboarding process. It's electronic delivery of Representation Agreements and automated appointment reminders were fantastic!

**What do you dislike about Clio Grow?**

Although it sounds like a silly thing to dislike, I didn't like that I had to operate out of multiple platforms. I wanted to simplify not try and remember to log in to Lexicata and Clio and make sure that I was capturing my leads and toggling between the two. I also felt like the loops were weird and editing documents/letters were kind of cumbersome in Lexicata. I do know, however, that they had plans to improve upon this. 

**Recommendations to others considering Clio Grow:**

If you are a small business Lexicata truly is a great product! Even though we ended up hiring a company to handle our SEO management, there are features that I miss regularly.

**What problems is Clio Grow solving and how is that benefiting you?**

Campaign tracking was our major problem that and screening for conflicts of interest. It was a great tool when we were managing our own SEO and Advertising Campaigns. 

  ### 25. Streamlined potential client management system

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Hospitality | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 24, 2018

**What do you like best about Clio Grow?**

Their newest update was fantastic. It's all our receptionist could talk about the day it was announced. Their search function is pretty great, for the most part, and I love that you can customize so much of it to fit the type of firm you work at. 

**What do you dislike about Clio Grow?**

Sometimes the search function doesn't recognize certain keywords in the notes, I've noticed. And I really wish tasks were in a more easily to locate spot and were more user friendly to manage. 

**Recommendations to others considering Clio Grow:**

 If you don't currently have a cloud-based client management software definitely purchase Lexicata, it is easy for your administrative staff and your attorneys to use and will solve a lot of the communication issues you may have. 

**What problems is Clio Grow solving and how is that benefiting you?**

It Used to be very difficult for us to manage potential clients and track where they were in the process.  Now our entire firm can see notes for potential clients with an easy and quick search for their name.  We use it every day, constantly. 

  ### 26. Lexicata review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 12, 2018

**What do you like best about Clio Grow?**

I like how we are able to track progress in lexicata throughout the intake process

**What do you dislike about Clio Grow?**

It is sometimes difficult to keep track of the different cards as you are moving them along

**What problems is Clio Grow solving and how is that benefiting you?**

We are solving the inefficiencies of the intake process with lexicata and realized its so easy to send form letters to clients. 



- [View Clio Grow pricing details and edition comparison](https://www.g2.com/products/clio-grow/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-13+08%3A47%3A35+-0500&secure%5Bsession_id%5D=5e296b58-cc8f-416d-a8e3-29c675d29c0e&secure%5Btoken%5D=bd4e009024401dba561c3fc2405fcf6f7a67d68190f7d56adda678aaa3ceee77&format=llm_user)
## Clio Grow Integrations
  - [Clio Manage](https://www.g2.com/products/clio-clio-manage/reviews)
  - [Lawmatics](https://www.g2.com/products/lawmatics/reviews)
  - [Podium](https://www.g2.com/products/podium/reviews)

## Clio Grow Features
**Sales Force Automation - Legal CRM**
- Task Management
- Contract Management
- Quote and Order Management

**Platform Additional Functionality - Legal CRM**
- Automation
- Messaging
- Dashboard
- Cloud

**Marketing Automation - Legal CRM**
- Lead Management
- Marketing Analytics

**Customer Support - Legal CRM**
- Support Analytics
- Customer Portal
- Case Management

**Platform Reporting and Analytics - Legal CRM**
- Reporting

**Agentic AI - Legal CRM**
- Cross-system Integration
- Natural Language Interaction

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