Intake clients efficiently using automation
Let Clio Grow handle intake tasks for you, so you can bring in clients faster, and with less effort.
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Secure new clients in one click
As new client inquiries come in, easily apply automations to set the intake process in motion: from scheduling appointments and collecting client information using intake forms, to sending emails and more.
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Work the way you want without the complexity
Start with pre-built templates for automated intake workflows that can be customized to your firm’s unique processes.
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Maintain oversight over your growing business
See where each incoming client is in your pipeline in real-time, and what automated tasks are in process and upcoming.
Keep clients engaged through the intake process
Deliver a great client experience from the first touchpoint with quick follow-ups and regular communications.
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Skip delays in your intake process
When incoming clients complete a task, next steps trigger automatically so they aren’t left waiting.
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Create, schedule, and send automated-yet-personalized client communications
Use unlimited email templates, timed-delivery email scheduling, and automated text reminders to keep potential clients in the loop.
Resources
More Clio Grow features
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Client Intake
Simplify client intake and eliminate data entry and non-billable tasks for your firm.
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Client Relationship Management (CRM)
Offer clients flexible ways to engage with your firm—with document automation, e-signatures, and more.
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Document Automation & Electronic Signatures
Generate documents, get them signed, and collaborate with clients efficiently in the cloud.
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Client Intake Insights
Understand your intake process, and where your most valuable clients are coming from.
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Appointment Booking
Eliminate costly back-and-forth, reduce overhead, and make it easier for clients to access your legal services.
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Website Builder
Create a professional website in minutes with built-in tools to connect with clients, collect payments, and more.
Get started today
See how Clio will help your law firm get organized and practice more efficiently.