KCS - Does Clio have a Client Intake Form?

Objective:

  • Easier way to intake new Clients

Environment:

  • Clio Web App
  • Clio App Directory

Additional Information:

You can make a free intake form that links to Clio with Google Forms. See instructions here.

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

Answer:

No, Clio does not have its own Web Intake Form.

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