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Head-to-head · Legal CRM Software

Clio Grow vs Litera Foundation 365

  • Updated Oct 2026
  • Both researched from official sources
  • 1 check side by side
Higher score Clio Grow #2 in Legal CRM Software 8.8/10 Pricing on request ✓ 0 of 6 features Visit Clio Grow
Litera Foundation 365 #8 in Legal CRM Software 8.0/10 Pricing on request ✓ 1 of 6 features Visit Litera

Clio Grow leads on 0 checks, Litera Foundation 365 on 0, and 1 is even. Who comes out ahead on the 1 yes/no, price and count check where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreClio Grow · 8.8/10
  • Most featuresLitera Foundation 365 · 1 of 6

Clio Grow scores higher on our rubric for legal crm software: 8.8 against 8.0 out of 10; our editors rank them #2 and #8.

Clio Grow is the better fit for firms prioritizing intake conversion. Litera Foundation 365 is the better fit for large firms needing business-development intelligence.

  • Clio Grow fits best

    Firms prioritizing intake conversion

  • Litera Foundation 365 fits best

    Large firms needing business-development intelligence

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Side by side

Feature Clio Grow 8.8/10 Visit ↗ Litera Foundation 365 8.0/10 Visit ↗
At a glance
Editor score 8.8 8.0
Ranking #2 in Legal CRM Software #8 in Legal CRM Software
Best for Firms prioritizing intake conversion Large firms needing business-development intelligence
Pricing model Paid Paid
Starting price — Pricing on request
Free plan Not checked yet Not checked yet
Free trial — —
Deployment Cloud Cloud, Self-hosted
Platforms Web Web
Support Email, Phone, Docs, Community Email, Phone, Docs
Compliance SOC 2, GDPR, HIPAA, PCI DSS, SSO/SAML, 2FA SOC 2, ISO 27001, GDPR
Integrations 300+ integrations 50+ integrations
Built for Solo, Small business, Mid-market, Enterprise Mid-market, Enterprise
Features Clio Grow 0/6 · Litera Foundation 365 1/6
Intake forms Not checked yet Not checked yet
Lead pipeline Not checked yet ✓ (best)
Referral tracking Not checked yet Not checked yet
Consultation booking Not checked yet Not checked yet
Mobile app Not checked yet Not checked yet
Email and SMS Not checked yet Not checked yet
Specs
Lead capacity Not checked yet Not checked yet
Our review
Pros
  • Online forms, pipeline tracking, booking, reminders, and automated workflows
  • Conflict checks, document generation, e-signatures, and payment collection
  • API access plus six integrations across Clio, Google, WordPress, and Dropbox Sign
  • Connects client, opportunity, engagement, and relationship views
  • Finds whitespace and cross-sell opportunities with relationship scoring
  • Integrates with Microsoft 365, Outlook, Teams, and document systems
Cons
  • Pricing uses a contact-sales model rather than published plan rates
  • Client portal functionality is provided through a separate Clio product
  • The published offering centers on one Clio Grow plan
  • Pricing requires contacting Litera for a quote or demo
  • Web-only access limits platform flexibility
  • Emphasizes business development over intake and client operations
Our verdict

Clio Grow is a cloud-based client intake and CRM product for law firms. It is designed for firms that want to capture prospective-client information, organize leads through intake stages, schedule consultations, and move matters from first…

Read the review →

Litera Foundation 365 is a legal CRM for law firms, built on Microsoft technology. It is aimed at lawyers and business-development teams that need a connected view of client relationships, opportunities, engagement, and firm experience.…

Read the review →
  1. Clio GrowLegal CRM Software 8.8Pricing on request
  2. Litera Foundation 365Legal CRM Software 8.0Pricing on request

Strengths and trade-offs

  • Clio Grow — where it wins

    • Online forms, pipeline tracking, booking, reminders, and automated workflows
    • Conflict checks, document generation, e-signatures, and payment collection
    • API access plus six integrations across Clio, Google, WordPress, and Dropbox Sign

    Where it doesn't

    • Pricing uses a contact-sales model rather than published plan rates
    • Client portal functionality is provided through a separate Clio product
    • The published offering centers on one Clio Grow plan

  • Litera Foundation 365 — where it wins

    • Connects client, opportunity, engagement, and relationship views
    • Finds whitespace and cross-sell opportunities with relationship scoring
    • Integrates with Microsoft 365, Outlook, Teams, and document systems

    Where it doesn't

    • Pricing requires contacting Litera for a quote or demo
    • Web-only access limits platform flexibility
    • Emphasizes business development over intake and client operations
  • Clio Grow8.8/10 · Pricing on request

    A focused legal intake CRM for firms prioritizing lead conversion.

    Visit Clio GrowFull verdict →
  • Litera Foundation 3658.0/10 · Pricing on request

    A relationship-intelligence CRM for law-firm business development and cross-sell discovery.

    Visit LiteraFull verdict →

More comparisons

All legal CRM software comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update