Clio Grow

Legal Online Intake Forms

Say goodbye to redundant data entry with customizable and reusable digital documents.

Free your firm from the hassles of paperwork

Eliminate paper forms, manual error, and repeat data entry with intake forms that sync information across a case.

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 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.

Capture essential client details with ease

Know everything you need to about your clients, starting from intake, with easy-to-access information generated by the intake forms themselves.

  • 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.


More Clio Grow features

  • 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.

Get started today

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

Get Started Schedule a Demo