Create a fast and easy automated intake system for your law firm and clients
There’s a better way to do intake. Save time by implementing an organized, simple system to retain new clients and capture important client data in a few simple clicks.
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Share legal intake forms—with ease
Eliminate the need for paper or PDF intake forms and in-person consultations. Share a link to your online intake forms on your website, or send them to clients via email or SMS; once submitted, their Contact and Matter information is automatically captured 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 Clio Grow’s Lead Inbox.
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See the status of all incoming clients
Monitor the status of prospective clients in Clio Grow’s Pipeline. See which potential new clients need a follow-up, or which are ready to sign a retainer at a glance with our law firm intake software.
Ensure potential clients are the right fit for your law 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 Clio Scheduler. Combine Scheduler with Clio Payments (Clio Manage) to accept instant online payments for consultations.
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Catch conflicts of interest and duplicate clients
Run firm-wide searches across Clio Manage and Clio Grow to find any conflict of interest or duplicate contacts—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.
Avoid clients slipping through the cracks with legal intake software
Keep your intake process consistent, efficient, and client-friendly—from first contact to conversion.
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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 legal practice management software
Once client intake is complete, transfer documents, notes, events, intake form details, and related contacts into Clio Manage—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.
More Clio Grow features
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Client Relationship Management (CRM)
Offer clients flexible ways to engage with your firm—with document automation, e-signatures, and more.
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Document Automation & Electronic Signatures
Generate documents, get them signed, and collaborate with clients efficiently in the cloud.
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Legal Workflow Automation
Turn legal client intake processes into an organized and automated system.
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Client Intake Insights
Understand your intake process, and where your most valuable clients are coming from.
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Appointment Booking
Eliminate costly back-and-forth, reduce overhead, and make it easier for clients to access your legal services.
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Website Builder
Create a professional website in minutes with built-in tools to connect with clients, collect payments, and more.
FAQs about legal client intake forms
What is legal client intake software?
Legal 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 emails follow-ups that are generated by our 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 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 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.
What is the best law firm client intake form?
The best law firm client intake form is one that’s customizable, secure, and fully integrated with your law firm’s intake process—like the forms offered by Clio Grow. Clio Grow’s client intake forms allow you to collect client information online, automate follow-ups, and qualify leads faster—while maintaining compliance and professionalism. With templates available in multiple languages and seamless integration into your client intake workflow, Clio’s intake forms help law firms onboard new clients efficiently from anywhere.
Want to see how it works? Request a demo of Clio Grow
How does Clio Grow’s law firm intake software help qualify leads?
Clio Grow helps law firms qualify leads by automating and organizing the legal intake process. It tracks where leads are coming from, what stage they’re at, and which clients need follow-up—giving you visibility and control at every step. This helps your firm focus on the right clients and convert inquiries into paying matters.
What are the features of a good legal intake form?
A good legal intake form is customizable, secure, and designed to streamline the client onboarding process. Key features include:
- Custom fields to collect relevant client and matter information
- Conditional logic to adapt questions based on prior answers
- Mobile-friendly formatting for easy completion on any device
- Multi-language support to serve diverse clients
- Automated workflows, such as follow-ups and reminders
- Secure data handling to ensure client confidentiality and compliance
- Integration with legal practice management software to reduce double data entry and enable seamless transitions from intake to case management
Clio Grow’s legal intake forms offer all these features—and more—so law firms can efficiently qualify leads and onboard clients from anywhere.
Can intake data from Clio Grow be used in Clio Manage?
Yes—intake data collected in Clio Grow can be seamlessly transferred to Clio Manage. Once a lead becomes a client, their details carry over to your legal practice management system so you can manage the full client journey—from intake to invoice—without re-entering data.
What does a legal client see when filling out an intake form in Clio Grow?
Potential clients interact with Clio Grow’s intake forms through a seamless online experience. They receive public intake forms, consultation invites, and automated email follow-ups—all branded and delivered from your law firm. This creates a professional first impression and helps streamline the onboarding process from first contact to consultation.
Can I customize my law firm’s client intake forms in Clio Grow?
Yes, Clio Grow lets you create customizable intake form templates tailored to your practice area and client needs. You can also reuse these templates across multiple matters, and build them in English, Spanish, French, German, or Portuguese to serve a broader client base.
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