Set Up Clio Grow Intake Form Templates

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In Clio Grow, intake forms are used to collect personal and case-specific information from prospective clients. You can send prepared form templates to prospective clients or embed the form link on your website.

Tip: Take a look at this article to learn how to send forms to prospective clients and view completed form information.

Create an intake form 

Once created, an intake form becomes a template that you can use to collect specific information from prospective clients. You can create multiple intake form templates for various scenarios.

  1. Go to Forms the main navigation bar.
  2. Select the Templates subtab.
  3. Click New template.
  4. Give your form a title and any instructions on how your client can complete it. Then click Save.
  5. From the choices menu on the left side, choose and click on a question type. This will append the question to the bottom of the form. Enter the question details.
  6. Click Save Question.
  7. Repeat steps 5-6 to add the required questions to the form.
  8. Optional: Click Delete question to remove a question type.
  9. Optional: Drag and drop question types to move their positions on the form. 
  10. Optional: To make your form public, scroll to the top of the page and click Edit next to Public Form Settings.
  11. Click Preview form to view a visual of what your form looks like.
  12. Click Exit builder to leave.

 

Set intake form public

When you set an intake form as public, you can share the form's link with prospective clients or embed the form link on your website. You can change an intake form's public setting when creating/editing a form or from the form templates screen.

When editing form Via form template screen
  1. Go to Forms > Templates.
  2. Find your template and click Edit.
  3. Under Public Form Settings, click Edit.
  4. Check the box for Form is public.
  5. Select where in the Pipeline the matter will appear when the form is completed, the matter type that is assigned upon form completion, which firm user the matter is assigned to, and which firm user a confirmation email is sent from.
  6. Click Save form settings.
  7. Copy the link under Link to public form and paste it on your website.

 

Edit intake form 

  1. Go to Forms > Templates.
  2. Find your form template and click Edit.
  3. Make your changes.
  4. Click Preview form to view a visual of what your form looks like.
  5. Click Exit builder to leave.

 

Delete intake form

Note: There is no option to archive forms in Clio Grow. 
  1. Go to Forms > Templates.
  2. Find your form template.
  3. Click the down arrow next to Edit and select Delete.
  4. Click Delete to confirm the action.

 

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