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Does Clio have a Client Intake Form?

Objective:

  • Easier way to intake new Clients

Environment:

  • Clio Manage
  • Clio App Directory

Additional Information:

Clio Manage integrates with several applications that you can use for Client intake. Please see them here.

Answer:

Clio Manage does not have its own Web Intake Form, however, in Clio Grow, the Form Builder gives you the ability to create powerful, customizable intake forms which can be filled out online from any device.

More information on the Clio Grow Form Builder can be found here: Using the Form Builder in Clio Grow

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