In legal, valuable business is built on relationships—not spreadsheets.
62% of consumers look for recommendations from friends and family when hiring a lawyer, so creating a good client experience can create repeat business, referrals, and a great reputation—and in turn, growth for your law firm. But if you watched Jack Newton’s keynote from the 2018 Clio Cloud Conference, you’ll know that finding new clients and creating a great client experience is still a challenge for many law firms.
Today, that changes.
We’re excited to introduce Clio Grow, legal client relationship management (CRM) and client intake software that transforms the way you engage with potential and existing clients.
Read on to learn what you need to know about Clio Grow.
1. It’s easy to track how each potential client progresses
With Clio Grow, no exchange falls through the cracks. Within your Matter Pipeline, you can easily set up custom statuses that align with your firm’s intake process to keep everything organized. Then, you can drag and drop potential clients into different status columns, and easily view how everyone is progressing.
Create both firm-wide views and personal views tailored to your needs.
2. You can automate intake, engagement agreements, and more
If you’re still crafting individual follow-up emails, manually entering information at the client intake stage, and typing up engagement agreements, you’re spending too much time on client intake!
Clio Grow helps you automate these processes with email templates, email scheduling, customized intake forms, and more, so you can focus on building meaningful relationships with your clients.
3. There’s a Quick Intake button for ultra-fast intake and appointments
With Clio Grow’s intuitive Quick Intake button, it’s incredibly fast and simple to add a new potential client to your database: Enter a name, choose an intake form template, and choose whether to fill out the form yourself or send it to your potential client for completion.
The Quick Intake button also includes the option to create a Quick Appointment, so you can add a potential client to your records and book an appointment at the same time.
4. Advanced reporting gives you visibility into key business drivers
Where does most of your law firm’s business come from? If you don’t know what types of marketing, networking, or referrals bring in the most clients—and the most valuable clients—for your firm, you could be missing out on opportunities for growth.
Clio Grow includes an easy-to-use reporting and insights dashboard that makes it easy to see where potential clients are coming from, how often they become paying clients, and the estimated value for your pipeline of potential clients. If you like, you can take a closer look at a specific timeline (if you want to look at the effectiveness of a short term marketing campaign, for example), and easily view individual referral sources.
5. You can easily refer cases—and receive referrals—with the Clio Referral Network
Referrals are critical to the growth of your firm, and the more cases you refer, the more likely it is that you’ll get referrals in return.
Clio Grow is more than just software: It also gives you access to The Clio Referral Network, a community of legal professionals who use Clio and refer cases to each other. Once you join the Referral Network, you can easily find high-quality lawyers when you’re at capacity or can’t take on a case due to a conflict, and you can refer your case right from Clio Grow.
6. Clio Grow syncs seamlessly with Clio Manage …
Don’t do data entry more than once. Clio Grow syncs matter and contact information directly to Clio Manage, the leading cloud-based practice management software for law firms, allowing you to streamline information capture right from your first interaction with a client. You’ll remove the risk of error and duplicate data entry, and create a better experience for your clients and your staff.
7. … and beyond
Clio’s extensive portfolio of integrations allows you to extend Clio Grow so you can market and grow your firm, your way. For example, you can integrate Lawlytics with Clio Grow to keep your website and client management connected, and integrate with Smith.ai to easily engage with clients on your website and keep everything logged in one place.
8. You can purchase Clio Grow separately—or as a suite
There’s a lot that goes on between the first call and the final invoice. When Clio Grow is purchased together with Clio Manage, you’ll get the Clio Suite, the only end-to-end solution available for law firms. Connect client information across platforms, and get unparalleled insight into your business: Estimate case values in Clio Grow, and compare with actual amounts billed, unbilled, and collected upon in Clio Manage.
9. Clio Grow doesn’t just keep you organized—it helps you grow your firm
With smart features like easy-to-set-up lead tracking and options to integrate intake forms, you’ll take the administrative work out of identifying and capturing more opportunities for your business, and watch it grow. The Clio Grow Lead Inbox allows you to sync forms embedded on your website directly or via a live chat tool to Clio Grow, so every new client is effortlessly included in your system.
10. Your clients—and your firm—will have a better experience
According to the 2018 Legal Trends Report, many consumers are concerned that hiring a lawyer is overwhelming (39%) or too much trouble (32%). But that’s not for lack of trying; lawyers are spending significant parts of their day on administrative tasks and work related to marketing and earning new clients.
With Clio Grow, both clients and law firm staff have a smoother experience right from the start: Online intake forms let clients going through stressful times provide information without coming into your office to fill out a form, while options like e-signatures allow clients to sign engagement agreements at anytime, from anywhere.
In the age of the client-centered law firm, providing excellent client experiences from intake to invoice has never been more important for the success of your law firm. With Clio Grow, you’ll be better positioned than ever to create happier clients, generate more referrals, and transform the practice of law, for good.