Honesty matters when making technology decisions.
Clio Grow is a client intake and CRM platform, not just a scheduler. If you need Clio Grow's built-in features for lead management, document automation, client portal, and matter opening workflows, those aren't replicated in CozyCal.
Clio Grow offers lead tracking with pipeline visualization, showing which potential clients are in consultation stage versus retained versus declined. The platform includes document automation for engagement letters and intake forms that auto-populate with client information. Client portal functionality lets clients upload documents, sign agreements, and communicate securely within the Clio ecosystem.
However, most law firms using Clio Grow report they primarily use it for scheduling, not these additional CRM features. Many firms already have separate CRM systems, document automation tools, or practice management workflows in Clio Manage itself. They're paying $89 per user monthly primarily for scheduling functionality.
If your firm genuinely needs integrated lead management, document automation, and client portal in addition to scheduling, Clio Grow may justify its cost. But if you primarily need appointment scheduling with Clio calendar integration, CozyCal delivers that core functionality at $15 per user monthly while adding hybrid booking capabilities that Clio Grow lacks.