What is the cost difference between Clio Grow and GavelGrow for a 5-person firm?

Clio Grow at 5 users is $245/mo. Add CallRail (~$95/mo) and AgencyAnalytics (~$215/mo) and the total is ~$555/mo for three tools. GavelGrow Growth at $249/mo replaces all three with 5 seats, 3 tracking numbers, benchmarks, and full attribution.

Migrate from Clio Grow to GavelGrow

Clio Grow (formerly Lexicata) is the intake CRM half of the Clio suite. For firms whose marketing needs have grown past basic intake — full attribution, call tracking, benchmarks, automated SMS — Clio Grow gets expensive and stops where the funnel really starts to matter. The good news: GavelGrow handles the marketing funnel and you keep Clio Manage running for case management. Two tools, clean handoff at the signed-case boundary.

Why firms switch

Per-seat pricing math. Clio Grow is $49/user/month. A 5-person firm pays $245/mo just for intake. GavelGrow Growth ($249/mo) includes 5 seats with the platform, attribution, call tracking, automation, and benchmarks.
Marketing reporting Clio Grow lacks. Clio Grow tracks leads through your pipeline. It does not tell you which Google Ads campaign generated a signed retainer, what your CPL is by source, or how your conversion rate compares to other firms. GavelGrow does all three.
Built-in call tracking. Clio Grow does not include call tracking — you bolt CallRail on top, which is its own subscription. GavelGrow has Twilio-powered call tracking native.
Practice-specific intake templates. Pre-built sequences for divorce, custody, prenup, PI, criminal defense, etc. — each tuned to the right intake questions and follow-up cadence.

What carries over

Lead history (CSV export from Clio Grow → import to GavelGrow with field mapping)
Contact records with all custom fields
Pipeline stages (Clio Grow lifecycles map to GavelGrow lead status)
Intake form submissions (re-create the form in GavelGrow with the same fields, embed on the same URL)
Source / referral attribution where exposed in Clio Grow exports
Notes and lead history timeline

What stays in Clio (and the handoff)

Clio Manage stays exactly as is. Once a lead in GavelGrow becomes a signed case, you push them into Clio Manage as a new matter — GavelGrow exports a CSV that maps cleanly to Clio Manage’s import format. The marketing funnel lives in GavelGrow; the case lifecycle lives in Clio Manage. You get one unified view of marketing ROI without losing the case management tools your billing department needs.

Migration timeline

Day 1-2 — Export + import. CSV export from Clio Grow (Settings → Data Export). Import to GavelGrow via guided onboarding. Field mapping reviewed for each custom field.
Day 3-5 — Intake form re-creation. Re-build your existing intake forms in GavelGrow using practice-area templates as starting points. Embed on your existing website URLs (no DNS changes needed).
Day 6-10 — Sequence rebuild. Translate Clio Grow follow-up automations into GavelGrow SMS + email sequences. GavelGrow templates cover most common patterns out of the box.
Day 11-14 — Verification + cutover. Run a 3-5 day parallel period with both tools live, verify lead capture matches, then point all forms / Google Ads to GavelGrow and cancel Clio Grow.

Scale-tier customers get a dedicated migration engineer for the entire process — typical end-to-end timeline 1-2 weeks.

Common questions

Will my Clio Manage integration break?

No. Clio Manage stays on its own subscription. GavelGrow exports signed cases as CSV in Clio Manage’s import format. Direct API integration with Clio Manage is on the Q3 2026 roadmap.

What about Clio Grow’s e-signature feature?

For now, e-signed engagement letters can stay in Clio Grow during a transition period, or migrate to a dedicated e-signature tool (DocuSign, HelloSign, Adobe Sign). GavelGrow native e-signature is on the 2027 roadmap.

What is the cost difference for a 5-person firm?

Clio Grow at 5 users = $245/mo. Plus CallRail typically ~$95/mo. Plus AgencyAnalytics ~$215/mo. Total ~$555/mo for three tools. GavelGrow Growth = $249/mo for the unified platform, 5 seats, 3 tracking numbers, benchmarks, attribution.

Do my custom intake fields carry over?

Yes. GavelGrow custom fields map 1:1 with Clio Grow custom fields during CSV import. Practice-specific templates often include the most common fields already (incident date, opposing party, jurisdiction, etc.) so you can de-duplicate during migration.

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