Objective:
- Adding an intake form to my business website
- How to track new clients
- How to easily intake new customers
Environment:
- Clio Manage
Additional Information:
If you have a Clio Grow account, you are able to link a public intake form directly on your website. For more information on how to do so, please click here.
Answer:
- The following integrations allow you to add a Customer Intake form to your Business website:
- Intake 123
- Lawmatics
- Effortless Intake