In Clio's mobile app with Clio Grow, you can open a quick intake form and create a contact and an opportunity together. Capturing a prospective client at the moment you meet them puts the details straight into Clio Grow. The record is ready for intake before you return to a desk, so nothing waits in a notebook or a photograph of a business card.
Tip: To download Clio's mobile app and sign in, refer to Set Up Clio's Mobile App.
Understand mobile quick intake
In Clio's mobile app, you can complete the required fields to open a matter and move it to intake. The mobile intake is designed for on-the-go intake. The full set of fields remains available in Clio Grow on the web for maintaining a detailed record. Mobile quick intake fields include:
- Contact name, date of birth, email address, phone number, and address.
- Opportunity type, status, description, estimated value, and assigned user.
- Custom fields that your firm marked as default and required.
Note: To run a conflict check as part of intake, complete intake in Clio Grow on web. Refer to Run Conflict Checks in Clio Manage and Clio Grow.
Create a contact and opportunity
You can open the quick intake from the create menu on the home screen and from the Accept menu on a lead. Complete the fields marked with an asterisk before saving the form. You can view the contact information and the pipeline status in the new opportunity.
Tip: To create a contact on its own, without an opportunity, turn off Create with contact. The Add contact option on a lead does the same thing in one step.
- Open the app.
- Go to Home, then select the create icon.
- Select Quick intake.
- Under Contact type, select Person or Company.
- Complete the contact fields.
- Confirm that Create with contact is on, so that an opportunity is created alongside the contact.
- Under Type, select Opportunity for a prospective client, or Matter for a client your firm has already engaged.
- Complete the required fields, then add a description and an estimated value.
- Select Save.
Select an existing contact
Where the prospective client already exists in Clio, attach the existing contact instead of creating a second record. This keeps one contact record per person, which matters for conflict checks and later reporting.
- Open the app.
- Open the quick intake form.
- Under Contact type, select Existing.
- In the contact list, search for the contact by name or email address.
- Select the contact.
- Complete the opportunity fields, then select Save.
- In the contact list, select Cancel to close and leave the contact field empty.
Up next
- Mobile App: Opportunities: Track a new opportunity through the intake pipeline.
- Manage Leads in Clio Grow: Complete the intake fields that stay in Clio Grow on web.