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How to Set Up Public Intake Forms

Objective:

  • How to set up intake forms embedded on websites
  • Public intake form links

Environment:

  • Clio Grow

Additional Information:

When a prospect fills out a Public Intake Form, a Contact and Matter will automatically be created in Clio Grow. 

Procedure:

  1. Navigate to a form you would like to make public
  2. Click the dropdown arrow beside Edit
  3. Click the toggle to make the form Public
  4. Click Copy link to public form
  5. Paste the link on your website

Screen_Shot_2020-06-08_at_4.55.47_PM.png

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