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 client intake software look like to a potential new client? Your potential new clients interact with public online intake forms, consultation meeting invites, and emails follow-ups that are generated by our client intake software.
I already use a spreadsheet for client intake. Why use 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 client intake software does this specifically through eliminating data entry, creating a structured sales process, providing a system for automated reminders and client followup, tracking client referrals, and more. Clio’s client intake software also integrates with Clio Manage, our 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, our legal practice management software.
Can I reuse 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.
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.