Online client intake that lands in Clio, with a conflict check built in.
Put an intake form on your website. Every prospect becomes a Clio contact and a pending matter, screened against your existing contacts and matters before you ever pick up the phone. Flat $29 a month for the whole firm.
Form in minutes
Name, contact details, matter type, description, other parties. Add your own fields. Share the link or embed it on your site.
Conflict pre-check
Each submission is searched against your Clio contacts and matters. Possible conflicts are flagged in the matter note and in your email before anyone replies.
Straight into Clio
A contact and a pending matter are created automatically, with the full submission saved as a matter note. Nothing to copy and paste.
Pricing
Unlimited forms and submissions. Every user at your firm. Cancel any time. Or $290 a year.
Built for solo and small firms on Clio Manage. Not affiliated with Clio.
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Does this replace Clio Grow?
If you need a full CRM with pipelines, email sequences and e-signature, no. If you need a reliable intake form that gets prospects into Clio Manage with a conflict screen, yes, for a lot less.
What data do you store?
Form submissions and an encrypted connection token for your Clio account. We never store your Clio password. See the privacy policy.
Is the conflict check a legal determination?
No. It's a search of your own Clio records that surfaces matching names so a lawyer can review them. The decision is always yours.