This article may be out of date!
Visit the New Knowledge Center

Does Intake 123 Automatically Create Contacts and Matters?


  • Automatically create Contacts and Matters in Clio from the Intake 123 integration


  • Clio Manage
  • Intake 123

Additional Information:

For more information, please refer to the Intake 123 article.


If you select Auto Sync in Firm Setup, Intake 123 will automatically create new Contacts and Matters in Clio when you create new Intake Clients and Matters in 123, linking them so they can keep in sync.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality