DM

Dean M.

Business Development & Operations Strategist

Legal Services

Small-Business (50 or fewer emp.)

10/17/2018

"great add on to Clio"

4/5

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 Review collected by and hosted on G2.com.

What do you dislike about Clio Grow?

the CRM is not great, there are definitely better ones out there Review collected by and hosted on G2.com.

UL

Verified User in Legal Services

Small-Business (50 or fewer emp.)

7/7/2018

"Lexicata"

3.5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Clio Grow?

The intake form isn't customizable, and is pretty clunky. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

UL

Verified User in Legal Services

Small-Business (50 or fewer emp.)

1/1/2018

"Referral Tracking"

4/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

UL

Verified User in Law Practice

Small-Business (50 or fewer emp.)

11/9/2018

"Could be Great - Needs Some Work!"

3.5/5

What do you like best about Clio Grow?

Very organized system and easy to find what you need. Review collected by and hosted on G2.com.

What do you dislike about Clio Grow?

Reply emails do not go directly into the system. Review collected by and hosted on G2.com.

AI

Alicia I.

Director of Business and Client Relations

Law Practice

Small-Business (50 or fewer emp.)

12/14/2017

"Lexicata is great!"

4/5

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

UH

Verified User in Hospitality

Small-Business (50 or fewer emp.)

1/24/2018

"Streamlined potential client management system"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

UL

Verified User in Legal Services

Small-Business (50 or fewer emp.)

1/12/2018

"Lexicata review"

5/5

What do you like best about Clio Grow?

I like how we are able to track progress in lexicata throughout the intake process Review collected by and hosted on G2.com.

What do you dislike about Clio Grow?

It is sometimes difficult to keep track of the different cards as you are moving them along Review collected by and hosted on G2.com.