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Effortless Intake

Automate Your Client Intake
  • CLIO MANAGE
Available in Canada, Europe, the United States
Starting at $49 per month USD
Get started View all plans

Key benefits for your firm

  • Easy to Use

    Easily add intake forms to your website! Easily email secure intake forms to your clients! Clients can complete simple forms immediately, or return to finish longer forms.

  • Automate Your Conflict Checks

    Allows you to make sure your new client will not create a conflict. Prevent becoming conflicted out of existing matters!

  • Customize Your Client Experience

    Personalize your email addresses and sign-in links. Customize your own client intake forms. Includes many ready-to-use intake forms and templates.

How Effortless Intake works with Clio

  • Easily connect to Clio. New client information is automatically added to Clio. Automated conflict checks can be enabled with one click.

Ready to improve your workflow with Effortless Intake and Clio Get Started

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