In Clio Grow, you can track leads, intake new clients, and build a web presence with your firm website. Setting up your account before you take on new leads gives every prospective client a consistent intake experience. This article covers how to log in, access Clio Grow on a mobile device, configure your settings, and sync Clio Grow with Clio Manage.
Note: To sign up for Clio Grow, contact Clio's Support or Sales team. Learn more on the Clio pricing page.
Log in to Clio Grow
Log in to Clio Grow from any desktop web browser. If your account uses multi-factor authentication (MFA), keep your authenticator app nearby before you start.
- Go to grow.clio.com.
- Enter your email address. Click Next: Password.
- Enter your password. Click Sign In.
- If you forgot your password, click I forgot my password and follow the prompts.
- Optional: If your account uses MFA, enter the six-digit code from your authenticator app. To stay logged in for longer, select the Keep me logged in for one week checkbox. Click Sign In.
Access Clio Grow on a mobile device
Clio Grow runs in your mobile device's web browser, with a layout built for smaller screens. Firms with a Clio Manage account connected to Clio Grow can also work with leads in Clio's mobile app, as long as each user holds a Clio Grow license. Firms on a standalone Clio Grow account use the mobile web version.
Use Clio Grow in a mobile browser
- Open your mobile device's web browser.
- Go to grow.clio.com.
- Enter your email address. Tap Next: Password.
- Enter your password. Tap Sign In.
- If you forgot your password, tap I forgot my password and follow the prompts.
- Optional: If your account uses MFA, enter the six-digit code from your authenticator app. To stay logged in for longer, select the Keep me logged in for one week checkbox. Tap Sign In.
- For an app-like shortcut, add Clio Grow to your device's home screen or bookmarks.
- iPhone: Follow Apple's instructions to add a website icon to your Home Screen.
- Android: Follow Google's instructions to create a bookmark in Chrome.
Use Clio Grow in Clio's mobile app
Download and sign in to the app with Set Up Clio's Mobile App. To triage new inquiries from the app, refer to Clio Mobile: Leads.
Configure Clio Grow settings
The Settings menu holds your personal preferences and your firm's configuration for intake, communications, marketing, and data. Account administrators have access to every section. Other users have access to a limited set of sections.
To open the menu, click Settings in the left navigation menu. Learn what each section controls in Manage Account Settings in Clio Grow.
Sync Clio Manage and Clio Grow
Clio Manage is a practice management application that works alongside Clio Grow to manage clients, cases, files, invoices, and payments. Learn more in Set Up Clio Manage. When your firm uses both products, contacts sync automatically between the two, so an update made in one product carries over to the other. After you convert a matter from Clio Grow to Clio Manage, its matter details also stay in sync.
- In Clio Manage, go to Settings > Contacts and calendar sync.
- Click Set up sync.
- Follow the prompts to complete the sync setup.
Up next
- Manage Account Settings in Clio Grow: Find the right section of the Settings menu and the article that covers it.
- Manage Users in Clio Grow: Invite users to your firm account and set what each user can access.