In Clio, the Grow section holds your intake and marketing work, from a new lead through to a hired client. Each item tracks one stage of intake, so a prospective client moves from first contact to a matter that is ready for billing and payment collection. Knowing what each item holds helps you respond to leads quickly and measure where your clients come from.
Important: This article describes unified Clio. Unified Clio is available to firms in stages, so your account may still use the old experience. To switch to the old experience, open the user menu. Then select Switch to the old experience. Your data and settings are the same in both experiences.
Tip: To change settings for the Grow section, click Grow settings in the user menu. Learn more in Set Up Clio Grow. To give a user access to both Clio Grow and Clio Manage, see Manage Users in Clio Manage. The header, Inbox, and shared records such as Contacts are covered in Navigate Clio.
Open the Grow dashboard
The Clio Grow dashboard tracks your lead sources and the performance of your digital marketing, including the value of your leads, revenue potential, and conversion rate.
- In the left navigation, click Grow.
- Click All channels or Local Services Ads.
On the All channels tab, select a First touch source to narrow the dashboard to one lead source. Click Settings to change the dashboard settings.
| Section | What it holds |
|---|---|
| Pipeline health | Leads To review and Ignored, and matters in Intake, Not hired, and Hired, for the last 7, 30, 90, or 365 days. Click Take action to act on leads waiting for review. |
| Performance | Leads and estimated value for the Date range you select. |
The Local Services Ads tab holds the dashboard for your Local Services Ads profile. Learn more in Clio Grow Dashboard and Google's Local Services Ads for Clio.
Track leads and opportunities
Leads, Pipeline, Agenda, and Opportunities follow a prospective client from first contact to hire.
Leads
Leads lists leads from third-party integrations, including marketing channels such as Google's Local Services Ads for Clio, from any integrations that you built, and from appointments booked through your firm's Clio Scheduler booking link. The count beside Leads matches the leads waiting for review. Learn more in Manage Leads in Clio Grow.
Pipeline
Pipeline lists opportunities in intake, opportunities your firm hired, and opportunities your firm did not hire. You can also filter the list. Learn more in Clio Grow Pipeline.
Agenda
Agenda lists what is due today, upcoming items, past due items, and items without a due date. You can also filter the list. Learn more in Clio Grow Agenda.
Opportunities
Opportunities lists every opportunity, including opportunities in intake and opportunities your firm hired. You can filter by firm user, status, matter type, and location, search with a keyword, and create new opportunities. Learn more in the Contacts and Matters articles for Clio Grow.
Send forms and agreements
Forms and Agreements hold the templates you send to prospective clients and the completed results.
Forms
Forms lists form templates, forms that are pending completion, and submitted forms. You can also filter the list and generate forms. Learn more in the Client Intake articles.
Agreements
Clio Grow Agreements are the documents your clients sign. The Pending tab lists documents waiting for completion, Submitted lists completed documents, and Templates lists your document templates. Click Prepare document to generate a document and send it for e-signature, or click Create new template to build a template. Click Apply filters to narrow the list. Learn more in the Documents articles for Clio Grow.
Market your firm
Marketing, Reports, and Reputation help you stay in touch with clients, measure where your leads come from, and collect online reviews.
Marketing
Marketing opens Email marketing, where you send email campaigns to clients and contacts. Click Create campaign to start a new campaign, or start from a premade campaign, such as a birthday email or an estate plan update reminder. The Campaigns table lists each campaign with its Status, Type, Date launched, Recipients, Opens, and Clicks. Learn more in Email Marketing in Clio Grow.
Reports
Reports holds two reports. Learn more in the Clio Grow reports articles.
| Report | What it tracks |
|---|---|
| Matter report | Tracks matters added over time, pipeline value by lead source and matter type, and conversion rate by lead or matter type. You can also filter the report. |
| Referral report | Tracks how your clients find your firm. You can also filter the report. |
Reputation
Reputation opens Reputation Management, where you request online reviews from clients. You can send a review link to a contact via text message or email, and automatically send review requests when a matter closes, customized by practice area. Review request activity is recorded on the matter timeline. Click Set up review requests to start, or click Settings to change review request settings. Learn more in Clio Grow Reputation Management Dashboard and Request Client Reviews.
Up next
- Navigate Clio: Find the header, daily operations, and shared records.
- Manage Leads in Clio Grow: Review and respond to new leads.