Clio offers three distinct products — Clio Manage, Clio Grow, and Clio for Work — each designed to handle a different part of your law firm’s operations. Understanding what each product does and how they work together is essential for choosing the right combination for your firm.
This article breaks down each Clio product, compares their features side by side, and helps you determine which ones your firm actually needs.
Clio Manage: Your Practice Management Foundation
Clio Manage is the core platform — the backbone of your law firm’s daily operations. If you only get one Clio product, this is it.
What Clio Manage Does
- Matter management — Organize cases with custom fields, practice areas, statuses, and related contacts
- Time tracking — Log billable and non-billable hours with timers, manual entries, and batch time entry
- Billing and invoicing — Generate invoices, track payments, and manage trust accounts
- Document management — Store, organize, and collaborate on case documents with version control
- Calendar and tasks — Manage deadlines, court dates, and team assignments with built-in calendaring
- Contact management — Maintain a comprehensive database of clients, opposing counsel, judges, and vendors
- Reporting — Run productivity, financial, and matter reports to understand firm performance
- Client portal — Give clients secure access to case updates, documents, and invoices
Who Needs Clio Manage
Every law firm. Whether you’re a solo practitioner or a 50-attorney firm, Clio Manage handles the operational foundation that every practice needs. It’s the starting point for any Clio implementation.
Clio Grow: Your Client Intake CRM
Clio Grow focuses on what happens before someone becomes a client — the entire journey from first contact to signed retainer.
What Clio Grow Does
- Lead tracking — Capture and manage potential clients from every source (website, referrals, advertising)
- Intake forms — Custom-branded online forms that feed data directly into your CRM pipeline
- Pipeline management — Visual Kanban-style boards showing where every lead stands in your intake process
- Automated follow-ups — Email and text sequences that nurture leads automatically
- Appointment scheduling — Self-service booking for consultations, synced with your calendar
- E-signature — Send retainer agreements and engagement letters for digital signing
- Lead source tracking — Know which marketing channels produce the most valuable leads
Who Needs Clio Grow
Firms that are actively marketing and need to manage a steady flow of potential clients. If you’re investing in advertising, SEO, or referral networks and need a system to track and convert leads, Clio Grow is essential. It’s particularly valuable for:
- Personal injury firms with high lead volumes
- Firms spending money on digital marketing who need to track ROI
- Practices that want to automate the intake process to save staff time
- Multi-attorney firms where intake is handled by a dedicated team
Clio for Work: Your Document Automation Engine
Clio for Work (formerly Lawyaw) automates document creation by pulling data from your Clio Manage matters and populating it into templates and court forms.
What Clio for Work Does
- Court form automation — Auto-fill state and federal court forms with matter data
- Custom templates — Build reusable templates for any document your firm regularly creates
- Bulk document generation — Generate entire document sets with a single click
- Conditional logic — Show or hide template sections based on case data
- E-signature integration — Send generated documents for signing immediately
- Direct Clio sync — Documents save back to the matter automatically
Who Needs Clio for Work
Firms that regularly produce standardized documents — especially litigation practices. If your team spends significant time drafting documents that follow templates (demand letters, pleadings, contracts, discovery), Clio for Work will save hours every week.
How the Three Products Work Together
The real power of Clio’s ecosystem emerges when you use the products together:
- Clio Grow captures a lead through your website intake form
- Automated follow-ups nurture the lead and schedule a consultation
- The lead converts to a client and all data flows seamlessly into Clio Manage
- Clio Manage handles the case — time tracking, deadlines, billing, and document storage
- Clio for Work generates documents by pulling data directly from the Clio Manage matter
- Billing and payments close the loop through Clio Manage’s invoicing tools
Which Combination Is Right for Your Firm?
- Solo practitioner, early stage → Clio Manage alone is a great starting point
- Growing firm with active marketing → Clio Manage + Clio Grow
- Litigation-heavy practice → Clio Manage + Clio for Work
- Full-service firm ready to scale → All three products for maximum efficiency
Clio’s Complete plan bundles Clio Manage and Clio Grow together at a discounted rate, making it the most popular choice for firms that need both intake and practice management capabilities.
Get Personalized Guidance
Choosing the right Clio products — and configuring them to work together seamlessly — can be the difference between a good implementation and a great one. At Courthouse Digital, we help law firms evaluate their needs and build a Clio ecosystem that drives real results. Contact us for a free consultation to find the perfect Clio setup for your practice.