Law Ruler vs. Clio Grow:
A CRM Review

No more add-ons! Unlike Clio Grow, Law Ruler includes the key features you need to grow your law practice without additional fees. Exclusive features that come included with Law Ruler are:

  • Texting and Email

  • Marketing and Follow-up Automation

  • Client Onboarding

Legal CRM Software

Differences between Clio Grow and Law Ruler

Clio Grow Law Ruler
Number of contacts Unlimited* 10,000
Number of users 3 3
SMS and email With Add-On Yes
Number of automations With Add-On 100
API offered Yes Yes
Training offered
  • FAQs
  • Video guides
  • 24/5 help center
  • Live phone and email support
  • Webinars
  • Guides and eBooks
  • Resource library
  • Live onboarding training
  • 24/7 online help center
Pricing *354/mo (3 users)
*Requires Clio Essentials $69/mo plus $49/mo, per user
$169/mo (3 users)

*Based on available information

Law Ruler vs. Clio Grow: A Legal CRM Review

Fostering strong client relationships is one of the most important aspects of growing and scaling any law firm. But to keep these relationships healthy, you’ll need more than just phone calls and face-to-face meetings—you’ll need software solutions that allow you to keep up with your clients in real time.

With client relationship management (CRM) software specifically designed for law firms, you can simultaneously foster client relationships and grow your business.

But trying to find the right software solution for your firm can feel daunting—sifting through online reviews, setting up demos, and sitting through consultations can eat away at valuable billable time.

That’s why we’ve done the heavy lifting for you. With this analysis of Clio Grow’s CRM software for legal professionals, you can easily decide if they’re the right fit for your firm.

Overview of Clio Grow

Who is Clio Grow?

Clio Grow is a legal CRM that provides web services for law firms. It’s designed by Clio, a legal software company headquartered in Burnaby, British Columbia, Canada, and owned by Themis Solutions Inc.

What customers do they serve?

Clio Grow serves a wide range of legal professionals, from solo practitioners to large law firms.

What are the key features of Clio Grow?

Legal CRM

Clio Grow’s legal CRM is available as an add-on to Clio’s other web services and provides users with client status monitoring, appointment scheduling, and email campaigns.
Law Ruler’s all-in-one legal CRM lines up with similarly powerful CRM features even at their foundational tier, including:

These features help law firms connect and engage with clients, and scale their practice according to their business goals. 
How to Help Clients Grow
Built-in softphone

Marketing Automation

Clio Grow does not offer any tools specific to marketing automation, which means that on top of purchasing one of three tiered subscriptions and selecting Clio Grow as an add-on, you’ll still need to find a marketing solution that meets your needs.

Law Ruler knows that client intake and onboarding are just part of the formula for successful growth—that’s why we offer powerful marketing automation solutions to attract new leads and convert them into clients. Key features include:

Client Intake

Clio Grow’s CRM provides shareable public intake forms, a digital matter pipeline to monitor the status of prospective clients, and a service that allows you to track what sources your referrals are coming from.

But while Clio Grow has valuable features, they may not help reduce the legwork that is involved in client intake. Law Ruler’s robust legal CRM is designed to streamline client intake processes for law firms of any practice area. Our client intake tools make it easier for attorneys and legal professionals to reduce the amount of time spent manually handling intake tasks. Key features include:

Automated follow-ups by email or text
How to Sell Law Ruler

Dashboard Analytics

Clio Grow offers dashboard analytics, which allows law firms to track revenue sources and filter data based on matter types, lead sources, and staff members. It also offers customizable reports on client intake.

Similarly, Law Ruler provides an analytics dashboard that provides you with comprehensive data about your processes so you can drill down into the details and adjust your strategy as needed.

Law Ruler’s integrated dashboard features include:

Intake and marketing data that allows you to measure client outreach efforts so you can make data-driven decisions when dialing in your marketing campaigns.

Progress and milestone reporting that assists with tracking case metrics, new signups, and productivity to help your firm stay on the right track.

A custom report builder that allows you to create detailed reports without any programming required. Use recurring reports to keep abreast of new developments and easily track and measure KPIs.

Does Clio Grow offer operation solutions to help my firm with online payments, practice management, and other operational tasks?

Clio Grow is an optional add-on to Clio’s web services for law firms. If you pay an additional fee to subscribe to Clio Grow, you’ll likely already have access to some of the operations services they offer.

On the other hand, Law Ruler’s legal CRM provides powerful operational solutions to help law firms streamline their workflows and eliminate the hassle of dealing with time-consuming administrative tasks. Solutions include:

Pricing

What kind of pricing does Clio Grow offer?

Because Clio Grow is an add-on for Clio’s legal web services, there isn’t a flat fee that customers can pay for a standalone CRM. You’ll need to subscribe to one of their service packages and add Clio Grow to your plan for $49 per user.

It’s important to note that Clio doesn’t allow for add-ons in their entry-level service tier, so you’ll need to pay higher prices to gain access to this service. Tiers and prices are:

  • Essentials – $69 per month billed annually or $79 monthly
  • Advanced – $99 per month billed annually or $119 monthly
  • Complete – $129 per month billed annually or $149 monthly (Clio Grow is included in this tier, but the company doesn’t specify the amount seats provided for users)

With Law Ruler, you’ll get access to a full CRM solution without being required to pay for additional solutions that may not serve the needs of your firm. Our pricing starts at just $169 per month and provides seats for three users and 10,000 contacts, making it an ideal software solution for firms of any size and budget.

What Clients are Saying About Law Ruler

We are two months into our “Law Ruler Revolution” and my firm is transforming before my eyes. The immediate impact is higher lead capture through automation.

Adam Smallow

Managing Partner of the Law Offices of Adam M. Smallow

I come out looking like a rock star, so I love Law Ruler… it has eliminated data entry errors and user errors. It really streamlined the time for the intake and offers marketing, and retention of clients. All of these things are in one place. It is your one-stop-shop for all of the things that we previously did on 10 different forums.

Samantha Stone

Supervising Paralegal, Hansen & Rosasco, LLP

Law Ruler has been instrumental in capturing ALL leads and helping us drill down on which marketing efforts REALLY work!

Jennifer Gore-Cuthbert

Founder/Owner, Atlanta Personal Injury Law Group - Gore LLC

Keep clients happy and grow your firm with Law Ruler

If you’re looking for a way to convert leads into clients—and keep those clients happy without wasting billable hours on administrative tasks—consider Law Ruler’s full solution legal CRM.

Want to see how Law Ruler can help your firm increase client satisfaction and scale at the same time? Schedule a free demo today.

Schedule Demo

See Law Ruler in Action!

FAQs about Law Ruler legal CRM

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Why does my firm need a CRM?

The legal profession is demanding. In today’s competitive market, the law firms that succeed are the ones who use every tool at their disposal to convert leads and grow their business. A legal CRM is an excellent solution for any firm that needs to free up time by automating administrative tasks so that attorneys can focus on more high-value work.

Law Ruler’s comprehensive CRM software enables your firm to:

  • Create positive experiences for clients with automated marketing, client follow-ups, and document management
  • Track new leads as they move through your marketing and sales pipeline
  • Provide a personalized and efficient onboarding experience for new clients

On top of that, our legal CRM provides marketing and automation tools to help your firm improve lead generation and better analyze client intake workflows based on user and marketing spend.

What are the most important features to look for in a CRM?

Many CRM platforms come equipped with plenty of advanced features—but which ones will actually enhance the way your law firm does business?

Aside from pricing, one of the first things to consider is how user-friendly the software is. Is the interface intuitive? Does it streamline task management? A CRM service that boasts robust features won’t do your firm any good if those features are difficult to access and complicated to use.

An excellent legal CRM can be customized to your firm, its clients, practice areas, and what your team needs to be successful. This can range from:

  • Customized intake forms for practice areas
  • Automated response messages and timelines for client communication
  • Email drip campaigns for marketing
  • And more!

Why is a legal-specific CRM the best option for law firms?

When selecting a CRM for your law firm, you have two choices: an industry-agnostic CRM designed for general business or a legal-specific CRM that’s tailored to meet the demands of legal work. While you can use an industry-agnostic CRM to get the job done, these programs aren’t designed with legal professionals in mind—which could lead to issues with workflows and compliance down the road.

Many legal professionals use additional software solutions to meet the needs of their firms. From file-sharing to document management, time tracking, and more, the right legal CRM should integrate with tools that your firm uses so that you don’t have to use a third-party solution to manage your processes.

Finally, an industry-specific CRM built for legal professionals provides built-in compliance safeguards that enable you to stay compliant with industry guidelines and state regulations.