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Online Client Intake Forms in Clio Grow?
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Clio is working in partnership with the Law Society of England and Wales and is an approved supplier of the Law Society of Scotland.
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.
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.
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.