KCS - What is Intake123?

Objective:

  • What does Intake123 do?
  • What can the Intake123 and Clio integration do?
  • What is Intake123?

Environment:

  • Clio Web App
  • Intake123

Additional Information:

For more information on the Intake123 Clio integration, click here

For detailed instructions on how to connect Clio to Intake123, click here

Answer:

Intake123 is a custom online form designer that manages the automatic intake of law firms’ prospects and clients, automatically adding and updating clients, matters, and other related contacts in Clio. 

Features: 

• Design gorgeous custom online forms in minutes 
• Publish your forms on your website or access them directly.
• Submitted forms automatically create intake clients, matters, and other contacts in Intake123 and in Clio, including custom field mapping, with no programming.
• Quickly customize your forms

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