Clio Grow is a great tool for law firms that are looking for help with lead generation and business growth. This platform makes it easy to manage your law firm's growth and outreach, as well as to keep everything streamlined and integrated. Of course, just using the Clio software isn’t enough—the software also comes with 200+ integrations and tools that you can use to streamline your operations and make sure that everything gets done.
Clio Grow is a total client engagement platform that’s designed to streamline the intake and acquisition process. The goal is to create a better client experience and deliver better digital solutions for law firms.
On its own, Clio is a strong tool to have in your law firm’s arsenal. When you combine it with other tools and platforms, however, it becomes a powerhouse that every law firm can use to its advantage. In addition to integrating with Zapier, the platform also has direct integrations with tons of apps and tools.
Here are 10 of the best integrations for Clio Grow that you can use to improve your operations, communications, and more.
Smith.ai offers a 24/7 answering service, along with plenty of admin solutions for law firms and lawyers. In addition to being available around the clock, the virtual receptionists at Smith.ai can also handle lead screening and intake, appointment scheduling, live website chat, and so much more. We can even assist with your outreach campaigns and other marketing efforts and keep it all streamlined in our easy-to-manage database.
We’ll work with you to create a custom strategy to manage everything that you need and ensure that we never miss a single lead on your behalf. With Smith.ai, you can worry about your clients and cases and let us worry about the rest.
Those who are in the market for a solid CRM for their law firm should check out HubSpot. This CRM starts at the right price of free and includes all of the robust tools that you’ll need to manage your law firm, your client database, and more. With HubSpot CRM, you will be able to integrate everything from Clio Grow (and vice versa). You can also find customization options and ways to upgrade your CRM from HubSpot if you choose to pay for the platform.
Forms are a big part of the legal process. Gravity Forms is just one app, but a powerful choice, that makes it easy for you to send forms, get signatures, and file away the information for a later day. You can create all kinds of forms, use their templates, and more. You can also deliver these via email or directly through your Clio platform, making it easy to keep tabs on what’s been signed and what still needs attention.
InfoTrack is the first of its kind, offering an integrated e-filing platform to track serves and cases, assist with filing and serving, and sync documents to your Clio Grow platform and others. It ensures easy case organization and simple filing costs, and even pre-populates information into your practice management software, giving you everything that you need in one place. This new tool is a must-have for law firms.
Agile Law is a deposition tool that’s designed to improve the effectiveness of taking and managing depositions. It’s a paperless solution that makes it easier and quicker for you to get depositions, even if you’re not at your desk. There’s an integration that makes it simple to add your deposition documents to Clio so that you have everything right where you need it, too.
Gmail and the Google Workspace family of products are another great integration for Clio Grow teams. If you prefer using the G Suite line of solutions, including Gmail, for your law firm, this integration makes sure that it’s easy to send and receive mail, as well as to communicate both internally and externally. Google tools integrate seamlessly and save you from having to adopt new platforms that may not be as familiar.
For email marketing, Mailchimp is one of the best tools available. You can set up all kinds of email campaigns and marketing efforts, automate newsletters, and more. Plus, it integrates seamlessly with Clio Grow and other tools, making it simple to manage your campaigns from anywhere. Mailchimp has templates, tips, and other features to help you build thriving email marketing campaigns.
Here we have a document creation tool that makes creating all your legal documents easy. You can save them for later use, share them via email, and even print and send them in the regular postal mail. There are templates and tools, along with the ability to import data as needed, making it great for document management.
This is an alert app that’s designed for legal information. This app makes it easy to use keyword searches to find data in various court databases. It offers access to 28 million records and when you file or search in Docketalarm, your filings will be synced with Clio to make it easy to find what you need.
Casemail is a great tool to help ensure that your documents get where they need to go. This tool allows law firms to send digital documents via postal mail, FedEx, and even UPS, without having to go to the sites individually and generate shipping information or handle other tasks. This tool is also authorized by all U.S. courts for the service of bankruptcy notices and more.
So, now that you’ve got the list of the best tools to improve your law firm lead generation, you can get started on your next steps. Don’t forget the 24/7 virtual receptionists at Smith.ai and all they can offer, including a customized plan to manage all of your lead intake and other admin needs. Schedule a consultation or reach out to us at firstname.lastname@example.org to learn more.