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Does Clio have a Client Intake Form?

Objective:

  • Easier way to intake new Clients

Environment:

  • Clio Manage
  • Clio Grow

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 Intake Form Templates 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 Intake Form Templates can be found here: Using the Intake Form Templates in Clio Grow

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