Want to learn more about Online Client Intake Forms in Clio Grow?

Clio has become the essential tool for our firm’s growth and we have been shortlisted for numerous awards, including awards for innovation.

Arun Chauhan
Tenet Law, Birmingham, England

The undisputed leader in legal case management software

Most 5-star reviews

Over 1,000 5-star user reviews on Capterra

Most widely-used legal software

Over 150,000 legal professionals rely on Clio to help manage their law firm

Most recommended

Over 70+ law societies and bar associations approve Clio to their members

Attract and retain new clients online—even while working remotely.

Automate your intake process

Use shareable, online intake forms, e-signatures, and document automation to turn your firm’s client intake process into a simple, organised system in the cloud.

Schedule consultations and sync your calendars online

Enable effortless appointment booking with Clio Scheduler, Clio’s online appointment booking tool. Clio will automatically sync your intake and case management calendars so that you can rely on a single scheduling platform.

Automate redundant tasks, emails, and workflows

Streamline day-to-day tasks like email follow-up and data entry, lowering overhead and freeing up time for more profitable tasks—so you can focus on what matters most.

Legal Client Relationship Management (CRM)

Organise and nurture your potential new clients, existing clients, and professional contacts from one convenient platform.

Client management

Manage your contacts and email lists with a cloud-based legal CRM to ensure that no relationship or business opportunity falls through the cracks.

Automate your most important tasks

“Set and forget” essential aspects of client retention and communication—like client intake, appointment reminders, and email follow-ups.

Organise your contacts

Search, tag, and filter your contact lists, so you can easily access your entire contact database whenever and wherever you need to.

Online Client Intake

Eliminate data entry and non-billable tasks with customisable, public-facing online intake forms and other easy-to-use, time-saving features.

Intake organisation

View potential clients in one centralised location with Clio Grow’s robust Matter Pipeline. Sync Clio Grow with your website so potential clients show up in your Lead Inbox automatically.

Intake form customisation

Create custom intake forms (or have us build them for you), and then share the forms online via email and SMS—or post them on your website—so potential new clients can submit their information straight into Clio Grow.

Lead and revenue tracking

Gain valuable data insights with Clio Grow’s in-depth reporting metrics. Learn how potential clients find you, and which referrals generate the most revenue.

Clio has revolutionised our practice and we simply can’t do without it. Billing that once took hours now takes a matter of minutes. The team from sales to ongoing support have been nothing but totally supportive and the online Q&A pages save us so much time. It took us far too long to find the case management software that fit our needs and now that we have we’re not going anywhere.

Get Started Today

Want to learn more? Schedule time with our legal technology experts for a personalised demonstration of Clio.