Offer client intake forms on your website
Jumpstart the client intake process and begin gathering information from the start—without calls or emails as blockers—by making intake forms available on your website.
Make personalization your competitive advantage
Capture information faster and more efficiently than ever before with custom details on every form. Reuse this information in contacts, matters, reporting, and more.
Manage intake forms on-the-go
Keep matters moving, even when you’re on the move with mobile-ready online intake forms and integrated e-signature software.
Personalize your client experience
Create Custom Fields to personalize intake forms exactly how you need them, and use Clio Grow’s Universal Search function to quickly find information.
Build forms that truly fit your firm
Structure intake forms to suit your client base and practice area needs. (Or purchase our Setup Package, and we’ll handle this for you.)
Make the client intake process more efficient
Get client information into your system as soon as clients send back their forms—without even pressing a button.
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.