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. Intake123 eliminates double and triple data entry for your staff to drastically reduce errors, frustration, wasted time, and delays in the intake process… freeing up your team to provide real legal services and giving your clients a faster and better matter outcome.

Key Features

  • Here are a few of the benefits of using Intake123 and Clio together:

    • Design gorgeous custom online forms in minutes from hundreds of templates for dozens of practice areas.
    • 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.
    • Streamline your intake process with 123’s AutoIntake Forms and powerful integrations.
    • Quickly customize your form by adding your own questions. Select from dozens of question types, including all the basic ones plus e-signatures, lists, images, rich text, tables, US & international addresses, and persons.
    • With Intake Client Management you can bring all your Intakes’ info together in one place, easily performing Conflict of Interest Checks in the same place you add Initial Consult appointments.
    • Our internal workflow option allows you to assign a predefined group of Prospect forms to initial consults and then assign them new client documents as they retain your services.
    • 123 allows you to manage your forms effectively, from draft, to activation, copying, archiving, and redesigning, which creates new versions to make sure completed forms don’t get altered.
    • 123 supports you from when you first get started, with Setup Wizards, Tutorials, and Professional Services, throughout the process with 5Star Support.