List of Clio Grow Customers
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Since 2010, our global team of researchers has been studying Clio Grow customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Clio Grow for Legal CRM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Clio Grow for Legal CRM include: Mayersohn Law Group, a United States based Professional Services organisation with 20 employees and revenues of $3.0 million, Pearson Bollman Law, a United States based Professional Services organisation with 20 employees and revenues of $2.0 million, CIMA Law Group, a United States based Professional Services organisation with 20 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using Clio Grow, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Clio Grow customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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CIMA Law Group | Professional Services | 20 | $2M | United States | Clio Software | Clio Grow | Legal CRM | 2017 | n/a |
CIMA Law Group implemented Clio Grow in 2017 to centralize client intake and lead tracking for a 20 employee professional services firm in the United States. Clio Grow served as the Legal CRM for intake, client records, and lead management and was deployed alongside Clio and LawPay to align matter management and payment workflows.
Configuration emphasized intake forms, contact and matter profiles, and lead pipelines to support General Government Affairs, State and Local Lobbying, and Election and Political Law workflows. The firm configured bill tracking workflows and content templates to capture legislative updates and produce policy briefs and Weekly Legislative Connection updates. Clio Grow intake and pipeline capabilities were also used to route matters for criminal, personal injury, and immigration work and to support RFP proposal preparation.
Integrations linked Clio Grow records into Clio for ongoing matter management and into LawPay for payment capture, creating a data flow from lead intake to billing. Operational users included attorneys, government affairs staff, and business development personnel across the firm’s US practice, consolidating contact and legislative tracking in the Legal CRM. The implementation supported case preparation touchpoints by surfacing research and document preparation tasks for attorneys ahead of trials.
Governance focused on standardized intake procedures, weekly legislative update production, and role based access controls for attorneys and lobbying staff to maintain confidentiality and compliance. Process changes formalized bill tracking and recurring research task schedules, and policy brief templates were embedded in the Legal CRM to operationalize public relations messaging and proposal activities.
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Mayersohn Law Group | Professional Services | 20 | $3M | United States | Clio Software | Clio Grow | Legal CRM | 2018 | n/a |
In 2018, Mayersohn Law Group implemented Clio Grow to centralize client intake and retention workflows, establishing Clio Grow Legal CRM as the firm level intake platform. The firm is a 20 person professional services office based in Fort Lauderdale and the implementation focused on formalizing front office intake as the firm hired a Legal Intake Specialist to operate the system.
The deployment emphasized standard Legal CRM capabilities available in Clio Grow, including web and phone lead capture, structured intake questionnaires, contact and matter records, pipeline management for prospective clients, and templated communications to standardize responses. Configuration work prioritized intake form design, automated task generation for follow up, and template-based document capture to support the Intake Specialist and front desk administrative functions.
Operational scope covered the intake and client retention function across the Fort Lauderdale office, with governance implemented through defined intake scripts, role based access to contact records, and training requirements for the new Legal Intake Specialist to manage multiple data sources and the Clio Grow interface. Process changes centered on institutionalizing a single intake workflow, standardizing data capture fields, and assigning responsibility for ongoing data quality and intake queue management to the intake role.
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Pearson Bollman Law | Professional Services | 20 | $2M | United States | Clio Software | Clio Grow | Legal CRM | 2016 | n/a |
In 2016, Pearson Bollman Law deployed Clio Grow as its Legal CRM. The firm is a 20 person professional services practice with three attorneys in Des Moines and one in a remote Cedar Rapids office, and the deployment focused on centralizing client intake, contact capture, and appointment scheduling across those sites.
Clio Grow was configured to support intake and matter creation workflows, contact and lead management, and appointment scheduling tied to attorney calendars, with reception and administrative staff entering new and existing client information and processing new matters through the application. Use of Clio Grow is coordinated with Clio Manage for matter lifecycle activities, and day to day operational responsibilities include calendar maintenance, appointment scheduling, and maintaining client records.
Operational governance emphasized documented workflow procedures and a training program for receptionists, with the receptionist role operating as the primary intake and scheduling authority. Marketing and event planning teams were folded into CRM workflows to capture contacts and manage event invitations, and standardized intake steps and consistent data entry practices support the firm goal of delivering a consistent client experience when callers or visitors interact with the office.
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