Set Up Clio Grow Intake Form Templates

In Clio Grow, intake form templates collect personal and case details from prospective clients in a consistent format. A reusable template asks every prospective client the same questions, so the firm gathers what it needs before the consultation. Once a template is set up, you can send it to prospective clients, add its link to the firm website, and review the completed answers.

Grant support access to your account

If the firm purchased the forms and documents package, you can grant Clio's Support team temporary access to your Clio Grow account so a Clio representative can set up the forms and documents. Temporary access authorises the representative to sign in to the account. Access lasts up to two weeks and expires seven days after the representative first signs in. You can revoke access at any time.

1. Go to the user menu > Grow settings > Personal.
2. Scroll to Support access.
3. Click Grant access.

Create intake form templates

You can create as many intake form templates as the firm needs for different practice areas and scenarios. A template holds one or more contact blocks and the questions you add. Questions can map to contact custom fields. Templates are in English by default, and you can switch a template to another language with the steps in Change intake form language.

Set up the template

1. Go to Forms > Templates.
2. Click New template.
3. Optional: Follow the steps in Change intake form language to change the form language.
4. Set up the form's contacts under Contacts.
   • To rename a contact, click the contact's description. Enter the new name. Click Save.
   • To add another contact, click Add a contact. A new contact block opens below the first one, with fields such as name, email address, and address. A single intake form holds any number of contacts.
   • To collect only certain contact details, select or clear the checkboxes below each contact.
   • To hide a contact block from clients, click Remove all fields. Questions in the form can still link to contact custom fields for that contact.
   • To remove a contact from the form, click X next to the contact's description.
5. Enter a form title and any instructions for the client.
6. Click Save.

Add questions

1. Click a question type under Add fields.
   • The new question goes to the bottom of the form.
   • To learn about question types and settings, refer to Intake Form Question Fields.
   • To collect contact custom field data, map questions to the matching contacts on the form.
   • To delete a question, click the question block. Click Delete question.
   • To move a question, drag the question block above or below another question block.
2. Enter the question details.
3. Click Save question.
4. Repeat steps 1 to 3 for each additional question.
5. Optional: Follow the steps in Make intake forms public to make the form public.
6. Click Preview form to check the client's view of the form.
7. Click Exit builder.

Change intake form language

Intake forms are in English by default. You can change the language of a new or existing form to Spanish, French, Portuguese, or German. Only the fields that Clio Grow provides translate to the selected language, including contact field labels and the form completion confirmation page. Fields your firm adds, including instructions and questions, stay as written.

1. Go to Forms > Templates.
2. Click New template, or click Edit next to an existing template.
3. Click Edit in the Form language box.
4. Select the language under Language.
5. Click Save.
6. Complete or update the rest of the intake form.

Make intake forms public

A public intake form has a link you can share with prospective clients or add to the firm website. Each completed public form creates a new opportunity with the settings you choose. You can change the public setting from the form builder or from the template list.

From the form builder

1. Go to Forms > Templates.
2. Click Edit next to the template.
3. Click Edit under Public Form Settings.
4. Select the Form is public checkbox.
5. Select the Matter status, Matter type, Assigned to, and Confirmation Email Sent From values for new opportunities.
6. Click Save form settings.
7. Copy the link under Link to public form.
8. Add the link to the firm website.

From the template list

1. Go to Forms > Templates.
2. Open the Edit menu next to the template.
3. Turn on Form is not public.
4. Select Copy link to public form.
5. Add the link to the firm website.

Edit, duplicate, and delete intake form templates

You can edit, duplicate, and delete templates from the template list. Form templates have no archive option. Deleting is the only way to remove a template from the list.

Edit a template

1. Go to Forms > Templates.
2. Click Edit next to the template.
3. Make the changes.
4. Click Preview form to check the client's view of the form.
5. Click Exit builder.

Duplicate a template

1. Go to Forms > Templates.
2. Open the Edit menu next to the template.
3. Select Duplicate.

Delete a template

1. Go to Forms > Templates.
2. Open the Edit menu next to the template.
3. Select Delete.
4. Click Delete to confirm.

Up next

• Intake Form Question Fields: Add, edit, and organise the questions in an intake form template.
• Send, View, and Manage Intake Forms: Send intake forms to prospective clients and track them through submission.