- What does Intake123 do?
- What can the Intake123 and Clio integration do?
- What is Intake123?
- Clio Manage
For more information on the Intake123 Clio integration, click here
For detailed instructions on how to connect Clio to Intake123, click here
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.
• 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