Clio Grow
Clio Grow: A mature legal intake suite for firms that need workflows beyond basic forms. Ranked #10 of 27 in Client Intake Software by our editors (8.3/10); pricing: Pricing on request; best for established firms wanting mature legal intake.
At a glance
- Editor score8.3 / 10
- PricingPricing on request
- Best forEstablished firms wanting mature legal intake
- Founded2008 · Greater Vancouver, British Columbia, Canada
- Facts checked20 Sep 2026
Where it wins
- Covers forms, pipelines, conflict checks, signatures, and payments
- Automates intake workflows and tracks leads through intake stages
- Connects with Clio Manage, Clio Scheduler, and Clio Payments
Where it doesn't
- Pricing requires contacting sales
- Focused on law firms rather than general-purpose intake teams
- Clio for Clients is a separate product from Clio Grow
Our verdict on Clio Grow
Clio Grow is a cloud-based client intake and CRM product for law firms. It is designed for firms that need to capture prospective-client information, manage leads through intake stages, schedule consultations, check for conflicts, collect payments, and move matters toward engagement. Its scope extends beyond online forms: firms can use document templates, electronic signatures, automated workflows, appointment reminders, and a website builder with custom domain support. The published product details also identify web and API access, with AI features available.
Pricing is handled through a contact-sales model. The Clio Grow plan includes client intake and CRM, online intake forms, online appointment booking, and automated intake workflows. Clio lists Grow as an add-on and says it is included in Elite and Elite Work, so firms comparing plans should evaluate how those broader Clio packages fit their existing setup. The product’s value is therefore tied to the firm’s intake volume, workflow needs, and interest in the wider Clio platform rather than to a simple self-serve subscription comparison.
Clio Grow fits firms that want a connected legal intake process, especially those already considering Clio Manage or related Clio services. Integrations include Clio Manage, Clio Scheduler, Google Local Services Ads, WordPress, Dropbox Sign, and Clio Payments. It is less suitable for organizations seeking a general-purpose intake tool outside legal practice or a built-in client portal: Clio for Clients is documented as a separate Clio product. Firms choosing Clio Grow should prioritize legal-specific intake depth, workflow automation, conflict checks, document handling, and platform integration over a lightweight form-only experience.
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Clio Grow pricing
All 1 Clio Grow plans and prices →
Clio Grow fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Client portal | Not verified |
| E-signatures | Yes |
| Document uploads | Yes |
| Workflow automation | Template |
| Payment collection | Yes |
| Custom branding | Yes |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2, GDPR, HIPAA, PCI DSS, SSO/SAML, 2FA |
| Support | Email, Phone, Docs, Community |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 300+ integrations: Clio Manage, Clio Scheduler, Google Local Services Ads, WordPress, Dropbox Sign, Clio Payments See all → |
| Pricing | Pricing on request (source) |
| Website | clio.com |
| Facts checked | 20 Sep 2026 |
Clio Grow integrations
Clio Grow lists 300+ integrations on its own site — the 6 named here are the ones its pages call out.
- Clio Manage
- Clio Scheduler
- Google Local Services Ads
- WordPress
- Dropbox Sign
- Clio Payments
See all Clio Grow integrations →
Alternatives to Clio Grow
- PorticoA broad client intake workflow with a free plan and paid automation tiers.9.4
- IntakeA low-cost intake platform with AI classification, payments, signatures, and automation access.9.2
- LaunchBayA paid web platform for turning client intake into structured project workflows.9.0
See all Clio Grow alternatives →
Also Ranked In
Clio Grow is ranked in 5 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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