Clio Grow

Client Intake Software

Use Clio’s client intake software to engage and retain new clients in moments, not days.

Engage with potential new clients easier than before

Clio’s client intake software is more efficient than a spreadsheet. Get rid of duplicate data entry and confusing client intake processes.

Client information syncs automatically across Clio Grow and Clio Manage.
  • 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.

Make sure potential clients are the right fit for your law firm

Reduce the tedious and non-billable time spent on client intake without stressing about missing out on potential business.

  • 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.

Retain clients and set your cases up for success

Turn interested parties into profitable cases—thanks to a running start on your case work.

  • 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.

Frequently Asked Questions

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.

More Clio Grow features

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See how Clio's online client intake software will help your law firm get organized and practice more efficiently.

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