In Clio Grow, you can capture leads, run client intake, and market your firm from one account. This checklist groups the core setup, intake, and growth tasks and links to the article for each one. Completing it gives your firm a consistent intake process, from first inquiry to new client.
Set up your Clio Grow account
Setting up your account with your firm's information reduces repetitive data entry and lowers the risk of incorrect records. Firm and personal settings sit in the user menu (top right), under Grow settings.
- Find your way around the new Clio experience
- Find your way around Clio Grow
- Update your firm logo
- Add users to your account
- Configure Clio Grow settings for your firm
Intake clients and engage with them
You can record new contacts, track prospective clients through intake, and communicate with them from Clio Grow. In unified Clio, prospective clients are linked to opportunities.
- Create a contact
- Create a contact and an opportunity in one step
- Track prospective clients with opportunities
- Connect your email account and add a signature
- Email clients during intake
- Create email templates
- Set up online appointment booking, including consultation payments and automated appointment reminders
- Use intake forms
Organise your work and increase efficiency
You can automate repeat intake steps and track the work each opportunity needs.
Connect Clio Grow with Clio Manage
If your firm also uses Clio Manage, you can sync the two products, so contacts stay current in both. When an opportunity is ready, you can convert it into a Clio Manage matter.
- Sync Clio Grow with Clio Manage
- Convert an opportunity into a Clio Manage matter
- Share custom fields between Clio Grow and Clio Manage
Tip: To set up Clio Manage, refer to Get Started: Learn the Basics of Clio Manage.
Grow your firm
You can build your firm's online presence and use marketing data to plan growth.
- Create your Clio Grow website
- Plan growth with reports
- Review marketing metrics on the Clio Grow dashboard
Tip: For guided learning, join a Clio Live Training session or take a Clio Academy course.
Up next
- Navigate Clio: Find the header, shared records, and product sections in the new Clio experience.
- Create Contacts in Clio Grow: Record a contact from the Contacts page, Quick Intake, the Leads inbox, or an opportunity.