I use Clio Grow for intake at a small estate and litigation firm, and I absolutely love it. It makes intake smoother, simple, and streamlined. I like its simplicity and how easy it is to use—clients, my colleagues, and I don’t really worry about it. It integrates smoothly with Clio Manage and other apps, so I can keep everything in one place, send forms and retainers, collect information, and store documents securely without going into other apps. Integrations with website chats give me multiple ways to get intake and information, and it’s good to know I can connect other apps if we want to. Our tools integrate nicely, and when someone calls through ooma, it tells me whether they’re a current client. I also appreciated having support whenever I needed help integrating things and getting them done. Review collected by and hosted on G2.com.

I find it hard to say, but I wish some of the integrations worked a little better, connected more directly into forms, or understood a bit more. Review collected by and hosted on G2.com.