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How to Set Up Public Intake Forms Links

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. 

Can I Use a Custom Intake Form with the Wordpress Plugin?

Procedure:

  1. Click Forms
  2. Click Templates tab at the top
  3. Click the dropdown arrow beside Edit
  4. Click the toggle to Form is public
  5. Click Copy link to public form
  6. Paste the link on your website

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