Platforms / Clio Grow
Clio Grow setup and legal intake consulting
Sage Kite sets up Clio Grow around how your firm turns enquiries into clients. We map intake from first contact to signed engagement, then build the forms, pipeline, follow-up and booking to match.
New or existing accountsClio Manage hand-offFixed price, agreed up front
An intake journey in Clio GrowExample
- Enquiry lands in Lead InboxLead Inbox
- Intake form sentWorkflow
- Consultation bookedScheduler
- Consultation with a lawyerYou
- Engagement letter signedE-sign
- Marked as hiredPipeline
- Matter created in ManageSync
Automated in ClioKept with your firm
Common starting situations
Most potential clients hire the first firm that responds well. Intake is where firms lose them.
- Enquiries answered too slowly
Web and phone enquiries wait hours or days while lawyers are in court or with clients.
- Intake by phone tag
Details are collected piece by piece over email and calls, then retyped into the matter.
- Consultations that go nowhere
Nobody follows up after a consultation, so undecided clients quietly go elsewhere.
- No idea where clients come from
Lead sources are not recorded, so marketing and referral decisions are guesses.
- Clio Grow bought, not set up
Default pipeline statuses and workflows that were never switched on.
- Double entry into Clio Manage
Hired clients are retyped into Manage because the hand-off was never set up properly.
These are rarely software problems. They come from an intake process that was never written down, so the software has nothing to follow.
Three starting points
Starting on Clio Grow, fixing a setup, or connecting it to Clio Manage.
New Clio Grow setup
You are starting on Clio Grow and want intake right before enquiries arrive.
- Intake process mapped for each practice area
- Forms, pipeline statuses and workflows built
- Consultation booking and reminders set up
- Intake staff and lawyers trained
Clio Grow cleanup
You have Clio Grow, but enquiries still slip through and the pipeline is not trusted.
- Audit of forms, statuses and workflows
- Lead sources connected and recorded
- Follow-up after consultations added
- Reports on conversion and sources
Connecting Grow and Manage
You use Clio Manage and want intake to flow into it without retyping.
- Account sync checked and set up
- Intake fields mapped to matter fields
- Hired clients tested end to end
- One documented process across both
What we implement
What Clio Grow setup covers.
Some features depend on your Clio plan. We confirm what yours includes during discovery.
Lead Inbox and lead sources
Your website, directories, call tracking and referral sources connected to the Lead Inbox, with each lead's source recorded so you know what brings in clients.
Intake forms
Intake forms for each practice area that collect what a lawyer needs before a consultation, and sync straight into the matter instead of being retyped.
Matter Pipeline
Pipeline statuses that match your real intake stages, so everyone can see which potential clients are waiting, booked, pending or hired.
Automated workflows
Workflows that send emails, forms and appointment links and change statuses at the right moment, so every enquiry gets the same prompt response.
Consultation booking
Clio Scheduler set up with the right consultation types, availability and reminders, so potential clients can book without phone tag.
Engagement and e-signature
Engagement letter templates and e-signature where your Clio plan includes them, so a potential client can be signed without printing or chasing.
Grow AI
Clio's Grow AI set up with your practice areas, qualifying questions and booking rules where you use it, with limits so it never gives legal advice.
Clio Manage hand-off
The sync between Clio Grow and Clio Manage checked end to end, so a hired client arrives in Manage with complete contact and matter details.
Reporting and training
Reports on enquiries, consultations, conversion and lead sources, and training so intake staff and lawyers follow the same process.
Legal judgement and conflict decisions
We set up the intake process. Legal advice, conflict decisions and compliance with your professional rules stay with your firm.
Clio Grow and Clio Manage
Grow handles intake. Manage takes over once you are hired.
They are separate Clio products that sync with each other. Getting the hand-off right is where many setups fall down.
Before you are hired
Clio Grow
- Covers
- Potential clients, before you are hired
- Main tools
- Lead Inbox, intake forms, Matter Pipeline, workflows, Clio Scheduler
- Hand-off
- Marks a matter as hired
- Our focus
- Intake, follow-up and conversion
After you are hired
Clio Manage
- Covers
- Clients and matters, after you are hired
- Main tools
- Matters, documents, time tracking, billing and payments
- Hand-off
- Receives the contact and matter details
- Our focus
- A clean hand-off, so nothing is retyped
Which Clio plans include Clio Grow changes over time, so confirm it with Clio. Current plans are on Clio's pricing page.
How it works
How a Clio Grow project runs.
- 01
Discovery
Your practice areas, intake team, current setup and who signs off.
- 02
Proposal
Deliverables, exclusions, milestones and a fixed project price.
- 03
Intake map
Forms, statuses, follow-up and booking rules agreed.
- 04
Build
Lead sources, forms, pipeline, workflows and the Manage sync.
- 05
Test
Test enquiries run from first contact to a matter in Manage.
- 06
Handover
Training for intake staff and lawyers, and optional maintenance.
Before and after
What we need from you, and what you receive.
What we need
Confirmed during discovery
- Admin access to Clio Grow, and Clio Manage if you use it
- Your practice areas and current intake questions
- Where your enquiries come from today
- Engagement letter templates and consultation types
- One lawyer who signs off the intake process
At handover
Final scope set in your proposal
- Every enquiry source landing in the Lead Inbox
- Intake forms for each practice area
- Pipeline statuses that match your process
- Automated follow-up and consultation booking
- A tested hand-off into Clio Manage
- Training and a written intake process
Is Clio Grow right for you?
Clio Grow suits firms that take on new clients from enquiries.
Usually a good fit
Solo lawyers and small to mid-sized firms that use or plan to use Clio Manage, especially consumer-facing practices such as family, personal injury, criminal defence, immigration and estate planning, where many enquiries arrive and speed of response matters.
Worth comparing first
Firms that win most work through long relationships and business development across many partners may need a general CRM such as HubSpot alongside their practice management system. If you do not use Clio, compare intake tools that connect to your system. Discovery is where we tell you honestly which way we would go.
Specialist experience
Previous Clio work by a Sage Kite delivery specialist
Examples are being prepared. We publish only approved, attributed work. Each example will show:
- Specialist role and what they built
- Project context and delivery period
- Screenshots with client details removed
- Results only where there is evidence for them
Where Clio Grow sits
The platform is one part of the growth system.
Clio Grow runs your intake. The work around it decides what to change and brings in the right enquiries. See how this fits law firms.
Questions
Clio Grow consulting FAQs
Clio Grow consulting
What does a Clio Grow consultant do?
A Clio Grow consultant sets up Clio Grow around how a law firm turns enquiries into clients: the Lead Inbox and lead sources, intake forms, Matter Pipeline statuses, automated workflows, consultation booking, engagement and the hand-off to Clio Manage. Sage Kite starts by mapping your intake from first contact to signed engagement, then configures Clio Grow to match.
What is the difference between Clio Grow and Clio Manage?
Clio Grow handles client intake and CRM before you are hired: leads, intake forms, the pipeline, follow-up and consultation booking. Clio Manage handles clients and matters after you are hired: documents, time, billing and payments. When both accounts use the same email, contacts and matters sync between them.
Can you fix an existing Clio Grow setup?
Yes. Common issues are default pipeline statuses nobody uses, workflows that were never switched on, intake forms that do not match the practice, lead sources that are not recorded and a hand-off to Clio Manage that still needs retyping. We audit the setup, rebuild what matters and document the intake process.
How long does a Clio Grow project take?
It depends on the number of practice areas, intake forms and workflows, and whether booking, e-signature or Grow AI are in scope. A single practice area with one intake flow is a much smaller project than a multi-practice firm. Your proposal sets out the milestones and dates before work starts.
Scope and setup
Can you build our intake forms in Clio Grow?
Yes. We build intake forms for each practice area, asking only what a lawyer needs before a consultation, and map the answers to matter fields so they flow into Clio Manage once the client is hired.
Can you set up automated follow-up in Clio Grow?
Yes. We build automated workflows that respond to new enquiries, send intake forms and booking links, remind potential clients who have not replied, and move matters between pipeline statuses, so no enquiry depends on someone remembering.
Can you set up Grow AI?
Yes, where your Clio plan includes it. We set it up with your practice areas, qualifying questions and booking rules, and with limits so it gathers information and books consultations without giving legal advice.
Does Clio Grow work with Clio Manage?
Yes. Clio Grow is built to work alongside Clio Manage. When both accounts use the same email, contacts and matters sync, so a hired client moves into Manage without retyping. We test that hand-off as part of every setup.
Which Clio plan includes Clio Grow?
Clio includes Grow in some plans and offers it as an add-on on others, and the details change over time, so check the current options with Clio. We help you decide whether the intake features you need justify the plan.
Working with Sage Kite
Is Clio Grow available outside the United States?
Yes. Clio Grow is available to law firms in the United States, Canada, the United Kingdom, Ireland and Australia, among other countries. Check with Clio that the features you need are offered in your region.
Is Sage Kite a Clio partner?
Sage Kite is an independent consultant. Clio is a trademark of its owner, and Sage Kite is not a Clio Certified Consultant and is not affiliated with, endorsed by or certified by Clio. We work on your behalf and are paid by you, not by Clio.
What happens after the project?
You own the account and can run it. Handover includes training for intake staff and lawyers and documentation of your forms, pipeline and workflows. Where it helps, Sage Kite offers maintenance with a defined support scope, and a sales support VA to respond to enquiries and book consultations.
Is Sage Kite only a Clio consultant?
No. Sage Kite is a business growth consultancy. Clio Grow is one of the platforms we implement, alongside consultancy, marketing, automation and specialist staffing. Clio Grow runs your intake; the broader work decides what to change and brings in the right enquiries.
Sage Kite is an independent consultant. Clio and Clio Grow are trademarks of their owner. Sage Kite is not affiliated with, endorsed by or certified by Clio.
Build Clio Grow around how your firm takes on clients.
A discovery call looks at your intake today, where enquiries are being lost, and what a fixed-scope project would cover.