Intake that feels effortless

Finding it hard to keep up with all the manual intake tasks needed to bring on a new client? See how you can automate the most tedious parts of your intake process with Clio Grow.

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Let Clio handle the tasks that slow your firm down

Staying on top of next steps and providing timely communication can be easy.

Client Intake
  • Collect information directly from clients

    Automatically send online intake forms by text message and email, and capture and sync contact and case information straight to Clio, ensuring no information is lost.

  • Book appointments with no back and forth

    Let prospective clients book and pay for consultations directly from your firm’s website or a booking link sent through email.

  • Create and sign documents instantly

    Save time and reduce errors by quickly generating engagement letters that autofill with collected information, and send them for e-signature by text and email.

  • Automate next steps and communications

    Eliminate potential delays by automatically triggering next steps when clients complete tasks. Plus, send automated text message and email reminders to clients for attending consultations, signing documents, or completing forms.

Attract and serve more clients without working extra hours

Make your firm stand out by offering a great client experience every step of the way.

Matter Pipeline Animation
  • Attract and win new clients

    Create a professional website (or update an existing one) with everything you need to make a great first impression, including appointment booking, intake forms, and more.

  • Show up on Google Search results

    Google’s Local Services Ads for Clio helps your firm attract highly-qualified leads by appearing when clients in your area are searching for the legal services you offer.

  • Know the status of every opportunity

    Keep track of potential new clients from one dashboard to ensure no one falls through the cracks, and use checklists to help deliver a consistent client experience.

  • Measure business performance

    Be confident in your business’ performance with insight into what channels bring in the most revenue, how new clients find your firm, and who your high-value clients are.

We’re here to help!

For more information on how to use Clio to improve your firm’s intake process, book a call with us.

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