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Can I Use an Intake Form in Scheduler?

Question:

  • Can I use intake forms to review new clients before they book an appointment using scheduler?

Environment:

  • Clio Grow

Additional Information:

Answer:

Host the intake form on your website.

  1. The client fills out a public intake form on your Website
  2. Firm reviews intake found in the Pipelinemceclip0.png
  3. The firm completes any conflict checks or additional question responses
  4. Sends link to scheduler through workflow to book the appointment
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