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Head-to-head · Legal CRM Software

Clio Grow vs SurePoint CRM

  • Updated Oct 2026
  • Both researched from official sources
  • 2 checks 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
SurePoint CRM #5 in Legal CRM Software 8.3/10 Pricing on request ✓ 2 of 6 features Visit SurePoint

Clio Grow leads on 0 checks, SurePoint CRM on 0, and 2 are even. Who comes out ahead on the 2 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreClio Grow · 8.8/10
  • Most featuresSurePoint CRM · 2 of 6

Clio Grow scores higher on our rubric for legal crm software: 8.8 against 8.3 out of 10; our editors rank them #2 and #5.

Clio Grow is the better fit for firms prioritizing intake conversion. SurePoint CRM is the better fit for established firms focused on relationship marketing.

  • Clio Grow fits best

    Firms prioritizing intake conversion

  • SurePoint CRM fits best

    Established firms focused on relationship marketing

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Side by side

Feature Clio Grow 8.8/10 Visit ↗ SurePoint CRM 8.3/10 Visit ↗
At a glance
Editor score 8.8 8.3
Ranking #2 in Legal CRM Software #5 in Legal CRM Software
Best for Firms prioritizing intake conversion Established firms focused on relationship marketing
Pricing model Paid Paid
Starting price — Pricing on request
Free plan Not checked yet Not checked yet
Free trial — —
Deployment Cloud Cloud
Platforms Web Web
Support Email, Phone, Docs, Community Email, Tickets, Docs
Compliance SOC 2, GDPR, HIPAA, PCI DSS, SSO/SAML, 2FA SOC 2, ISO 27001, PCI DSS, SSO/SAML, 2FA
Integrations 300+ integrations 3 integrations
Built for Solo, Small business, Mid-market, Enterprise Mid-market, Enterprise
Features Clio Grow 0/6 · SurePoint CRM 2/6
Intake forms Not checked yet Not checked yet
Lead pipeline Not checked yet Not checked yet
Referral tracking Not checked yet ✓ (best)
Consultation booking Not checked yet Not checked yet
Mobile app Not checked yet Not checked yet
Email and SMS Not checked yet ✓ (best)
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
  • Centralizes client and prospect relationship data across the firm
  • Supports email campaigns, mailing lists, and contact categorization
  • Tracks business development and analyzes referral sources
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
  • Intake and pipeline depth are limited
  • Available through the web and cloud deployment only
  • Pricing requires contacting sales rather than selecting a published plan
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 →

SurePoint CRM is a cloud-based relationship-management platform for law firms. Formerly known as ContactEase, it centralizes client and prospect contact management while giving firms shared relationship data, collaboration tools,…

Read the review →
  1. Clio GrowLegal CRM Software 8.8Pricing on request
  2. SurePoint CRMLegal CRM Software 8.3Pricing 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

  • SurePoint CRM — where it wins

    • Centralizes client and prospect relationship data across the firm
    • Supports email campaigns, mailing lists, and contact categorization
    • Tracks business development and analyzes referral sources

    Where it doesn't

    • Intake and pipeline depth are limited
    • Available through the web and cloud deployment only
    • Pricing requires contacting sales rather than selecting a published plan

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