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Clio Grow Form

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Clio Grow Form

by cliogrow

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Description

Clio Grow is a law firm CRM and client intake software. It helps law firms keep track of all their potential clients, and intake them with ease using powerful online tools to collect information and e-sign documents.

The Clio Grow plugin for WordPress enables law firms who use Clio Grow to automatically capture leads from their website or blog into the Clio Grow CRM system. Visit https://clio.com for more information.

Installing the Clio Grow plugin can be done either by searching for Clio Grow via the Plugins > Add New screen in your WordPress dashboard, or by using the following steps:

  1. Download the plugin via WordPress.org
  2. Upload the ZIP file through the Plugins > Add New > Upload screen in your WordPress dashboard
  3. Activate the plugin through the Plugins menu in WordPress
How does this plugin work?

This plugin replaces the contact form on your WordPress website or blog. When a web visitor fills out the form, the data is automatically submitted to your Inbox in the Clio Grow law firm CRM. The purpose is to make it easier to track and manage incoming leads, and help you convert them into new clients. For more information, visit https://clio.com

Who is this plugin for?

Clio Grow is built exclusively for law firms, and this plugin is intended to be used solely by customers of the Clio Grow CRM and client intake software.

Can I use this plugin without using Clio Grow?

No, you must be a Clio Grow user to use the plugin.

Not able to integrate new template

By lxc047 on February 1, 2024

This is very basic plugin. It doesn't works for the custom fields. Also Clio Grow custom template will not support any simple html embed code as well. So I do not recommend to use Clio Grow for lead collection.

Works Just as Described

By g1991ortiz on August 24, 2021

Works Just as Described with Latest WordPress Version as of this writing this version 5.8

Outdated, doesn't work well at all.

By Sue Cockburn (SueCockburn) on March 12, 2019

This is a disappointing plugin. My clients, lawyers who use the Clio CRM and Clio Grow, wanted to use this form so that when their clients completed a contact form on their website the information would be integrated into their Clio CRM. Unfortunately, the options are few for capturing other than basic information and customizing it for other than the basic WordPress themes is difficult. The plugin is not tested with newer versions of WordPress and doesn't appear to be updated regularly. Disappointing.

1.0.4

  • 2025-08-20
  • Add reCAPTCHA v3 support with v2 fallback

1.0.3

  • 2024-10-21
  • security and best practices updates

1.0.2

  • 2023-02-16
  • internal improvements, no functionality updates

1.0.2

  • 2023-01-27
  • Add support for AU region

1.0.1

  • 2023-01-19
  • Support for PHP 8.0+

1.0

  • 2018-11-05
  • Initial release
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