
JR
Julliana R.
Abogada
Small-Business (50 or fewer emp.)
"Pipeline Structure and Integrated Scheduler Make Lead Tracking Easy"
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.