Online client intake forms built for each type of matter
Ask what each case needs, in the language your client reads, and collect answers wherever clients find you.
Adapt questions to each answer
Conditional logic changes the next question based on what a prospective client has already told you.
Collect intake in five languages
Build forms in English, Spanish, French, German, or Portuguese, and reuse each one as a template.
Share the form anywhere
Post the link on your law firm website, or send it by email or text.
Skip the retyping
Answers land in Clio as contact and matter details, exactly as the client submitted them.
Screen for fit and conflicts before you meet
Intake answers go to work as they arrive, so you know whether you can take a matter while it’s still easy to decline.
Check conflicts at intake
Search every contact and matter in Clio for conflicts of interest and duplicates before the consultation.
Book and charge for consultations
Prospective clients pick a time from your real availability and can pay for the consultation as they book.
Keep every lead in one inbox
Referrals, web forms, and marketing services land in one Lead Inbox, with the Pipeline showing who needs follow-up.
Go from signed retainer to open matter
Send the engagement letter for signature
Engagement documents are generated from intake answers and come back e-signed, with no printing or office visit.
Keep prospects moving between steps
Stage-based to-do lists and automated emails keep follow-up on track between first contact and signature.
Open the matter with the details in place
Documents, notes, events, intake answers, and related contacts move into Clio Manage, so clients don’t repeat their story.
AI legal intake that reviews each enquiry as it arrives
A form submitted Friday night can be followed up on by Monday morning, and you still decide who becomes a client.
Assess fit right away
Clio’s AI reads each new enquiry and weighs it against the work your firm takes on.
Start follow-up after hours
Lead details are saved and outreach begins, so no enquiry sits unread over a weekend.
Keep the decision with you
Clio prepares the intake work. Who becomes a client is your call.
Online intake form resources
Legal intake form FAQs
What is an online intake form for a law firm?
An online intake form collects a prospective client’s contact information and the facts of their matter before the first consultation. Good legal intake forms adapt to each answer and send what they collect straight into your firm’s records. In Clio, intake answers become contact and matter details, ready for a conflicts check. Get a demo.
What is client intake software for law firms?
Client intake software for law firms manages the steps between a first enquiry and an open matter: collecting details, screening for fit and conflicts, booking the consultation, and getting the engagement agreement signed. Clio handles each step in one connected system, so intake data becomes matter data without anyone copying it over. Get a demo.
What should a legal client intake form include?
Ask only what you need, and let the form adapt. Look for custom fields for your practice areas, conditional logic, mobile-friendly formatting, multiple languages, follow-up when a form is started but not finished, secure handling of what’s collected, and a direct path into your case management. Clio’s intake forms cover each of these. Start a free trial.
What is AI legal intake?
AI legal intake is the step between someone submitting your legal client intake form and someone opening their matter. Clio’s AI reads each response, assesses whether the enquiry suits your firm, captures the lead details, and starts the follow-up. You still decide who becomes a client. Get a demo.
Can I customise and reuse intake forms?
Yes. Build a form once and reuse it as a template. Set up a separate form for each practice area or matter type, adjust the fields and logic on each, and publish them in English, Spanish, French, German, or Portuguese. Start a free trial.
How does Clio check for conflicts during intake?
Clio searches every contact and matter in your firm for conflicts of interest and duplicates before the consultation, so you know whether you can take the matter while it’s still easy to decline. The search gives you the facts, and the judgment call stays with you. Get a demo.
Can prospective clients book and pay for a consultation?
Yes. Prospective clients can pick a consultation time from your real availability and pay for it as they book. Automated text reminders go out before the meeting, so fewer booked consultations go empty. Get a demo.
What happens to intake answers when a prospect becomes a client?
They move forward with the client. Documents, notes, events, intake answers, and related contacts transfer from Clio Grow into Clio Manage, so you can run the relationship from intake through to the final invoice without re-entering anything. Get a demo.
Why move intake from spreadsheets to legal software?
A spreadsheet records intake but can’t run it. It won’t reply to an enquiry at 9pm, check a name against your existing matters, or send a reminder before the consultation, and everything gets typed again once the client signs. Clio’s legal software connects intake to the rest of your firm. Start a free trial.