Set Up Clio Grow

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Clio Grow is a client relationship management tool where you can track leads, intake new clients, and develop a web presence with your custom webpage. After signing up for Clio Grow, you can begin setting up your account. Take a look at the resources below to learn more about setting up your Clio Grow account. 

Note: Contact Clio Support or Sales to sign up for Clio Grow. Learn more here

Tip: Clio offers a practice management software application that works alongside Clio Grow called Clio Manage. With Clio Manage, you can manage your firm clients, cases, files, bills, payments, and more. If you connect both applications, you can also send your Clio Grow contact and matter information to Clio Manage. Learn more about Clio Manage here

Log in

  1. Click Sign In.
  2. Enter your email address. Click Next: Password.
  3. Enter your password. Click Sign In.
    Note: If you forgot your password, select I forgot my password and follow the prompts.
  4. Optional: If you have 2FA enabled on your account, enter the six-digit code generated by your authenticator app. Check the box for Keep me logged in for one week to extend your session and click Sign In.

 

Settings

In Settings, you can set up, enable, or disable all Clio Grow related settings. An account administrator has full privileges, while a normal user only has limited things they can access. To find the Settings menu, click Settings in the left navigation menu. 

Personal

In this section, you can edit and update personal information, including password and notification preferences. You can also enable two-factor authentication for your account to strengthen account security. Learn more about two-factor authentication here.

Account

In this section, you can manage account licenses, invite users to join the account, deactivate users, set user permissions, and change account settings like your default currency and number and date formats.

Payment info

In this section, you can manage your payment information for your Clio Grow account. 

Appointments

In this section, you can create appointment types and default automated reminders for your client appointments. You can also set up Clio Scheduler, which is an online appointment booking tool for prospective clients. Learn more about Clio Scheduler here.

Logo & letterhead

In this section, you can edit the law firm information that appears on intake forms and documents. You can also add or remove your firm's logo.

Pipeline

In this section, you can default your matter Pipeline to only show matters assigned to you, and not all matters across the firm account. Learn more about the Pipeline here.

Email & calendar

In this section, you can connect your Clio Grow appointments and tasks to your Clio Manage calendars, add a personal email signature for emails sent from Clio Grow, and connect your personal email address to send emails, documents, and intake forms in Clio Grow from that email address.

Contacts

In this section, you can set up lead sources, contact types, and tags for your Clio Grow contacts. Lead sources are used to inform you of how prospective clients are finding your firm. Contact types are used to categorize and inform you of the status of your contacts. And, tags are used to add extra information that you need to categorize, organize, or group prospective clients.

Matters

In this section, you can set up matter types, matter statuses, and locations for your Clio Grow matters. Matter types are similar to Clio Manage practice areas and can help you organize your matters by the type of law or case. Matter statuses are used to categorize the state of a matter from start to finish. You can also sort your Pipeline using these matter statuses. Locations refer to custom locations of where a matter may have occurred.

Communication templates

In this section, you can create and manage email templates for when you send intake forms and documents, for appointments, and for workflow items sent directly from a matter's workflow page. Learn more about email templates here.

Workflow & campaigns

In this section, you can create workflow templates to add groups of actionable items, such as appointments, tasks, forms, documents, and emails, to your matter's. You can also create email campaigns, which can be added to your matter's workflow and scheduled to automatically send to your clients. Learn more here.

Custom fields

In this section, you can sync your Clio Manage custom fields to Clio Grow, create contact or matter custom fields in Clio Grow, and overwrite your Clio Manage custom fields with your Clio Grow custom fields. Learn more about custom fields here.

Integrations

In this section, you can connect your Clio Grow and Clio Manage accounts and then sync custom fields from Clio Manage to Clio Grow. You can also integrate your account with the listed applications in the app directory. 

Import data

In this section, you can import your contacts and matters from your previous practice management software into Clio Grow. Learn more about migrating your date here.

Website

In this section, you can create a professional website without having to learn to design or code. Once published, your firm's website makes it easy for your clients to find your services, book and pay for consultations online, and collect prospective client information. Learn more here.

 

Connect Clio Grow and Clio Manage

If you have both Clio Grow and Clio Manage, you can connect both products for a more streamlined experience. Once connected, you can convert contacts and matters from Clio Grow to Clio Manage and view ad hoc and Clio Scheduler appointments in your Clio Manage calendar. You can connect both products in Clio Grow.

Note: Each Clio Grow user needs to complete this step.

  1. In Clio Grow, go to Settings > Integrations.
  2. Under Clio, click Connect.
  3. If you are not signed into Clio Manage, sign in when prompted.
  4. Select Allow Access.
  5. Look for the green Connected message next to the Clio box in the settings page. 

 

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