Set Up Clio Grow Intake Form Templates

In Clio Grow, intake forms are used to collect personal and case-specific information from prospective clients. Once set up, you can send prepared forms to prospective clients. embed the form link on your website, and view completed form information. Learn more here.

Grant access to your account

If your firm purchased the package to create forms and documents, you will need to grant Clio's support team temporary access to your Clio Grow account before your Clio representative can set up forms and documents in your account. Once granted, the temporary access will authorize a Clio representative to log in with your credentials. Access is valid for two weeks but will expire seven days after the representative first signs into your account.

1. Go to Settings > Personal.
2. Scroll down to Support access.
3. Click Grant access.

Create intake forms 

With intake form templates, you can collect specific information from prospective clients and even map contact custom fields to questions in the form. You can create multiple intake form templates for various scenarios.

1. Go to Forms the main navigation bar and then select the Templates subtab.
2. Click New template.
3. Under the Contacts section on the left, you can add additional contacts to the form, change the description for each contact, remove contacts, and remove contact fields.
   
   • To change the contact's description, click the description, update the name, and then click Save.
   • Click Add a contact to add another contact to the form. This will create a second contact block below the first one in the form, where you can capture contact information such as their name, email address, address, and more. There is no limit to the number of contacts you can add to a single intake form.
   • If you only want to collect certain contact information for potential clients, you can choose which fields you want to insert into the form for each contact's contact block by checking or unchecking the boxes below each added contact.
   • Click Remove all fields to hide the contact block from clients. This will still allow you to link questions in the form to contact custom fields for that client without having to collect any contact information.
   • You can remove contacts entirely from the form by clicking Remove next to the contact's description.
4. Give your form a title and any instructions on how your client can complete it. Then click Save.
5. Under the Add fields menu on the left, click a question type. This will append the question to the bottom of the form, where you can enter question details.
   • Learn more about adding and managing questions fields here.
   • You can also collect contact custom field data from any of the contacts added to the form by mapping questions to the appropriate contacts. Learn more about linking questions to custom fields here.
   • You can delete a question by selecting the question block and clicking Delete question.
   • You can move a question block from its current position on the form to a new position by dragging and dropping the block before or after another question block. 
6. Click Save question.
7. Repeat steps 5-6 to add additional questions to the form.
8. Optional: To make your form public, scroll to the top of the page. Click Edit next to Public Form Settings and then check the box for Form is public. Learn more below.
9. Click Preview form to view a visual of what your form looks like.
10. Click Exit builder to leave.

Set intake forms 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.

Edit intake forms

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 forms

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.