Offer client intake forms on your website
Jumpstart the client intake process and begin gathering information from the start—without calls or emails. Offer online intake forms on your website so you can add potential clients directly in Clio.
Share online intake forms with clients
Go paperless and reduce duplicate data entry by sharing client intake forms on the spot.
Pull in potential clients from anywhere
See potential new clients show up automatically in Clio’s Lead Inbox, whether they come from a marketing service, referral, or directly from your website.
See the status of all incoming business
See which potential new clients need a follow-up by filtering incoming cases by their client intake stage.
Capture every necessary detail—right from the beginning
Personalize your client intake forms with custom fields to ensure you’re consulting with your best-fit clients.
Schedule consultations with ease
Send automated meeting invitations to potential clients as they move through the client intake process. See the availability of firm members to ensure they’re free for client intake meetings.
Check for duplicate clients and conflicts of interest quickly
Use our client intake software to search for incoming clients that already do business with your firm, or any connections that might cause a conflict of interest.
Move clients through the intake process efficiently
Automate the creation of to-do lists, documents, and emails, as you drag and drop matters from one stage to the next.
Get e-signatures on retainer agreements
Generate retainer documents automatically from a client’s intake profile, and send them for a quick e-signature.
Create case profiles with a single click
Transfer documents, notes, events, intake form details, and related contacts instantly into Clio Manage once a client’s intake is complete.
Know where to improve your client intake process
See which different practice areas and sources bring you clients—and which ones result in the most business for your firm.
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 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 business development process, providing a system for automated reminders and client follow-up, 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. Clio’s 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.
Client Relationship Management (CRM)
Offer clients flexible ways to engage with your firm—with document automation, e-signatures, and more.
Document Automation & Electronic Signatures
Generate documents, get them signed, and collaborate with clients efficiently in the cloud.
Workflow & Email Automation
Turn legal client intake processes into an organized and automated system.
Reporting & Data Insights
Understand revenue and productivity drivers, and where your most valuable clients are coming from.