Clio Grow + Workfacta Integration
Connect Clio Grow to Workfacta in 1 click
Free forever.Use premium features free for 14 days.1.
Contact is created in Clio Grow- Matter is created in Clio Grow
- Matter note is created in Clio Grow
2.
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Clio Grow
Clio Grow is a client intake and legal CRM that helps law firms capture leads, automate intake forms, schedule consultations, send e-signatures, and manage prospects efficiently from first contact to conversion.
Workfacta
Workfacta helps convert business plans into actions, align teams to the business strategy, run integrated meetings to review critical business items, monitor team performance, and facilitate decision-making with data.
