Create a fast, easy intake system for your firm and clients
There’s a better way to do intake. Save time with an organized, simple system to retain new clients and capture important details in a few clicks.
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Share legal intake forms with ease
Send clients a link to intake forms they can fill out online. Captured Contact and Matter information automatically syncs in Clio.
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Leave spreadsheets and notepads behind
Go paperless and eliminate tedious data entry. Institute a completely digital client intake process that saves time, reduces costs, and increases convenience.
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Bring potential clients in from anywhere
Let the law firm intake software work for you. Whether potential clients reach you from a marketing service, referral, or your website, their information shows up automatically in the lead inbox.
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See the status of all incoming clients
Monitor the status of prospective clients in the matter pipeline. See who needs a follow-up, and who is ready to sign a retainer, at a glance.
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Ensure potential clients are the right fit for your firm
Leverage modern, easy-to-use technology to facilitate vital intake functions in a quick, hassle-free manner.
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Schedule consultations—and accept payment—online
Make booking appointments a breeze for you and your clients with a built-in scheduler. Combine this with legal payment processing built into the #1 legal practice management software to accept instant online payments for consultations.
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Quickly check for conflicts of interest
Run firm-wide searches across Clio Manage and Clio Grow to find any conflict of interest — so you stay compliant and onboard new clients confidently. See it in action.
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Concentrate on the most promising opportunities
Personalize your public client intake forms with custom fields to ensure you’re consulting with your best-fit clients.
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Retain clients while working remotely
Manage client intake seamlessly—no matter where you or your prospects are located.
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Move clients through the client intake process efficiently
Automate the creation of to-do lists, documents, and emails—digitally, with visibility across your firm.
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Get e-signatures on retainer agreements
Generate retainer documents automatically and send them out for quick and easy e-signatures that don’t require any mailing, faxing, or in-person meetups.
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Sync instantly with practice management software
Once client intake is complete, transfer documents, notes, events, intake form details, and related contacts into the #1 case management software immediately, in the cloud.
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Learn where to improve your client intake process
Track data to see which different practice areas and sources bring you clients—and which ones result in the most business for your firm.
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Legal client intake software FAQs
What is client intake software?
Client intake software automates and organizes the client intake process. This includes collecting information on potential new clients, making sure they’re a good fit for your law firm, scheduling consultations and other client intake meetings, and retaining them as a paying client.
What does Clio’s cloud-based client intake software look like to a potential new client?
Your potential new clients interact with public online intake forms, consultation meeting invites, and email follow-ups generated by Clio’s client intake software.
I already use a spreadsheet for client intake. Why use law firm client intake software?
Client intake software makes the law firm client intake process more efficient by automating many of the steps in the intake journey, as well as organizing potential new client information in a way that’s easy for lawyers to track.
Clio’s automated legal intake software does this specifically by eliminating data entry, which creates a structured sales process that automates reminders and client followup, tracks client referrals, and more.
Clio’s client intake software also integrates with Clio Manage, the #1 legal practice management software, so you can manage the full client journey from intake to invoice.
What happens when a potential new client becomes a client?
Once a potential new client has been retained, you can easily transfer their details from Clio Grow to Clio Manage, the #1 legal practice management software trusted by thousands of Canadian legal professionals.
Can I reuse legal client intake forms and documents?
Yes! You can create templates to be repurposed. For example, if you’ve created a client intake form for a specific practice area, you’ll be able to repurpose it to make the process even more efficient. You can create intake form templates in multiple languages, including English, Spanish, French, German, and Portuguese.
Can I get a report of all incoming potential new clients?
Yes! Our client intake software gives an overview of all incoming matters. This is organized by client intake stage and lead source (how they found you), so you know which clients require follow-up, and where they’re coming from.
Book a live demo
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Try Clio for free
Try Clio’s legal software free for 7 days with no obligation. Easy setup. No credit card required. Cancel anytime
