Clio Manage

997 reviews

Clio offers all you need to run a law practice from intake to invoice, with powerful features to manage cases, clients, documents, bills, appointments, time-tracking, reporting, and accounting.

Clio Grow

27 reviews

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 Draft

3 reviews

Automate how you gather client information, generate documents, and collect e-signatures with Clio Draft.

Clio Work

3 reviews

Clio Work is legal AI built for small and mid-sized law firms. Analyze documents, build case strategy, and find relevant law using the full context of your matters, combined with 1B+ global legal documents and 1B+ U.S. court filings. Get a complete picture of your matter faster and produce legal work product backed by verified authority. Available across all practice areas. Learn more at clio.com/work