Clio intake forms
Give prospective clients a multi-step intake form on your website and have each submission create the contact and the matter in Clio, with a task for the intake team. The first call starts with the facts already on file.
Trusted by lead gen teams and agencies
Capture clients in Growform, open the matter in Clio
Clio is the practice management platform law firms use for matters, contacts, tasks, communications and billing. An enquiry that arrives by email has to be typed into it. An enquiry that arrives through a Growform intake form does not, because the connection can create the person contact, open the matter, add a matter note with the answers, create a task for the intake coordinator and log the communication, all from one submission.
For a firm that advertises, this is where the cost of a lead is won or lost. A personal injury intake form asks about the accident, the date and whether there was medical treatment across short screens, and Growform's conditional logic shows only the questions that apply to that case type. Firms that run intake this way qualify before the contact details, so Clio receives matters worth opening, with the campaign that produced them recorded in hidden fields.
Collect up to 2x more leads and send them straight to Clio
Growform makes it easy to build multi-step forms that get more leads.
We’ve taken years of experience in conversion rate optimization and landing page best practice and distilled it into an easy-to-use form builder.
Every submission is sent to Clio automatically, safely and securely.
A Clio form that looks like your brand
Don’t settle for “yet another Clio form” – use advanced customization options like custom fonts, background images and color schemes to build a form that looks just like your brand.
A good form is more than just its appearance – it’s about the user experience. Growform ensures your forms are responsive, giving your customers an exceptional experience whether they’re on a desktop or on the go with their mobile device.
If you’re not sure where to start, there’s a template for pretty much every industry!
Available actions
These are the Clio actions a Growform intake form can run:
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Find or Create Person Contact
Looks the person up by email and creates the contact when they are new, so a returning client keeps one record.
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Create Matter
Opens a matter for the contact, with the practice area and description taken from the form.
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Create Matter Note
Adds the intake answers to the matter as a note, so the attorney reads the facts before the consultation.
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Create Task
Assigns a task, for example a conflict check or a callback, to the person responsible for intake.
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Create Communication
Logs the enquiry as a communication on the matter, so the record of first contact is complete.
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Create Calendar Entry
Books the consultation on the Clio calendar when the form collects a preferred time.
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Update Person Contact
Updates an existing contact's details when they complete a further form.
How does it work?
Clio publishes its actions on Zapier, and Growform's New Form Submission trigger feeds them, so the connection takes a mapping rather than a developer. You map the form's fields to the contact and matter fields once, choose which actions should run and switch the Zap on. Each completed intake form then creates its records within a few minutes.
Three intake flows come up often. A family law firm uses a form that asks about the matter type first and shows different questions for divorce, custody and adoption, then creates the matter under the matching practice area. An immigration firm asks for the preferred language and consultation time and creates both the matter and the calendar entry. A firm handling mass tort claims runs a screening form and uses lead disqualification to keep claims that do not meet the criteria from reaching Clio.
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Step 1: Decide how intake should look in Clio
Choose the practice areas new matters should use, who receives the intake task and whether a communication should be logged. These are the fields you will map. -
Step 2: Build the intake form in Growform
Create a free Growform account, start from the client intake or law firm template, and put the qualifying questions before the contact details. -
Step 3: Connect through Zapier and map the fields
Choose Growform (Latest) as the trigger and New Form Submission as the event, sign in with the API key from your Growform account page, then add Clio's Find or Create Person Contact action followed by Create Matter and any others you need, and map the fields. Submit a test from Preview form, check the records in Clio and switch the Zap on.
- Can one submission create the contact and the matter together?
Yes. The Zap runs its actions in order, so Find or Create Person Contact runs first and Create Matter uses the contact it returns.
- Will the intake answers be visible on the matter?
Yes, when the Zap includes Create Matter Note. Every mapped answer is written into the note, and a Create Communication step records the enquiry itself.
- Can I screen out cases we do not take?
Yes. Growform's lead disqualification rules can end the form for someone who does not meet your criteria, and a setting keeps disqualified submissions from being sent on to Zapier.
- Where does the ad campaign get recorded?
Growform's hidden fields capture UTM parameters and click IDs from the landing page URL, and you can write them into the matter description or the note, so the firm can see which campaigns produce opened matters.
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