Send, View and Manage Intake Forms

In Clio Grow, you can send intake forms to prospective clients and track each form through submission. A structured intake form collects the same case details from every prospective client before the consultation. Each submitted form stays on the opportunity, so the answers are ready when the firm decides whether to take on the case.

Send intake forms

Send a form from the opportunity's intake process, from a checklist, or from Forms. Each route ends with the same sending steps under Send the form. Prospective clients can start the form, save their progress, and return to it later with their answers intact. For a new prospective client, create the contact and the opportunity first with + > Quick intake.

From the intake process

1. Go to Opportunities.
2. Click the opportunity name.
3. On the Intake process tab, click Add a single item.
4. Select Prepare form.
5. Select a form, the opportunity's contact, and the contact who completes the form.
6. Complete the steps under Send the form.

From a checklist

A checklist template adds all of its items, including forms, to the opportunity at once.

1. Go to Opportunities.
2. Click the opportunity name.
3. On the Intake process tab, click Add a template or email campaign.
4. Under Checklists, select the checklist.
5. Next to the form, click Options > Prepare Form.
6. Select the opportunity's contact.
7. Complete the steps under Send the form.

From Forms

1. Go to Forms.
2. Click Prepare form.
3. Select a form, the opportunity, the opportunity's contact, and the contact who completes the form.
4. Complete the steps under Send the form.

Send the form

1. Select Share form link.
2. Click Get form link.
3. Click Continue To Email.
4. Select an email template or enter a custom message.
5. Click Send Email.

Follow up on pending intake forms

After you send an intake form, set a due date, send a reminder, or resend the form. An intake form link stays active for 14 days. After it expires, the client can open the link in the form email to receive a new email with an active link. After 30 days, the link expires permanently, so resend the form instead.

Set a due date

1. Go to Opportunities.
2. Click the opportunity name.
3. On the Intake process tab, next to the form, click Options > Set Due Date.
4. Select the due date.
5. Click Update Due Date.

Send a reminder

1. Go to Forms > Pending.
2. Optional: Click Apply filters to narrow the results.
3. Click the form name.
4. Click Actions > Send Reminder.
5. Complete the email body.
6. Click Send Reminder.

Resend a form

You can resend the form when the link has expired, or the client cannot find the original email.

1. Go to Opportunities.
2. Click the opportunity name.
3. On the Intake process tab, next to the form task, click Options > Resend Form Link.
4. Select an email template or enter a custom message.
5. Click Send Email.

View, edit, and download submitted intake forms

Pending and submitted forms are available from Forms and from the opportunity's page. After a prospective client submits a form, an administrator can edit it to add missing information. Each edit saves as a second PDF on the opportunity, so the original submission and the edited version both stay on record.

Open a form

From Forms:

1. Go to Forms > Pending or Forms > Submitted.
2. Optional: Click Apply filters to narrow the results.
3. Click the form name.

From the opportunity's page:

1. Go to Opportunities.
2. Click the opportunity name.
3. Click the Files tab.
4. Under Forms, hover over the intake form.
5. Select View Form Details to open the form in the browser, or Download to save it as a PDF.

Edit a submitted form

After editing, your form saves as a second PDF next to the original submission. The edit also adds an entry to the Timeline on the Intake process tab.

From Forms:

1. Go to Forms > Submitted.
2. Optional: Click Apply filters to narrow the results.
3. Click the form name.
4. Click Actions > Edit Form.
5. Make the edits.
6. Click Submit.

From the opportunity's page:

1. Go to Opportunities.
2. Click the opportunity name.
3. On the Intake process tab, next to the submitted form, click Options > Edit Form.
4. Make the edits.
5. Click Submit.

Download a form

1. Go to Forms > Submitted.
   • To download from the opportunity's page, open the form from the Files tab and select Download.
2. Optional: Click Apply filters to narrow the results.
3. Click the form name.
4. Click Actions > Download PDF.

Delete intake forms

Delete a pending or submitted intake form from the opportunity's intake process.

1. Go to Opportunities.
2. Click the opportunity name.
3. On the Intake process tab, next to the form, click Options > Delete Form.
4. Click Remove Item to confirm.

Up next

• Convert Matters: Convert an opportunity to a matter once the firm takes on the case.
• Set Up Clio Grow Intake Form Templates: Create, edit, and share the templates that intake forms use.