Add a Clio Grow intake form to your website
Clio Grow can take new client enquiries straight from your website, but only through the right kind of form. This is the distinction that trips most firms up, and the setup.
Quick answer
You cannot embed a Client Intake Form on your website. You create a Public Intake Form in Clio Grow instead, and add that to your site, either as a link behind a prominent button or through the WordPress plug-in form if your marketing site runs on WordPress. Enquiries then land in Clio Grow as matters rather than in your inbox.
Step-by-step
- 1
Understand which form you need
Clio Grow has two things with similar names. A Client Intake Form is sent to a known contact and cannot be embedded on your website. A Public Intake Form is the one designed to be added to a site and completed by someone you have never met. If you have been trying to embed the wrong one, this is why it will not work.
- 2
Build the Public Intake Form in Clio Grow
Set up your intake form template in Clio Grow with the fields you actually triage on: matter type, jurisdiction, the other side's name for conflict checking, and how urgent it is. Resist the temptation to ask twenty questions. Every extra required field on a public form costs you enquiries.
- 3
Add it to your website
Take the public form's URL and put it behind a clear button such as 'Request a consultation'. If your marketing site is on WordPress you can use the Clio Grow WordPress plug-in form to bring leads in directly. On Adviita, open the AI editor and say: 'Add a Request a consultation button in the header linking to [your Clio Grow form URL]'.
- 4
Ask for a conflict check up front
A public form is the cheapest place to capture the other party's name, which is what lets you run a conflict check before you spend time on the enquiry. Firms that add this one field cut the amount of wasted first-call time noticeably.
- 5
Set the follow-up that happens after submission
The point of routing enquiries into Clio Grow rather than email is that it can automate the follow-up and qualify leads without you chasing. Configure the confirmation and the follow-up sequence so a prospective client hears something immediately, even at 11pm.
- 6
Test it as a stranger would
Submit the form from your phone, on mobile data, as if you were a prospective client. Check the matter arrives in Clio Grow, the confirmation reaches the address you entered, and nothing in the form asks a member of the public for information they would not have to hand.
Tips & best practices
- Put the button in the header so it is on every page. Most enquiries start from a service page, not the homepage.
- Keep required fields to the minimum that lets you run a conflict check and decide whether to take the matter.
- Say what happens next and how quickly. 'We reply within one working day' converts better than an unqualified form.
- Do not use the public form for confidential detail. Ask for enough to triage, then move to a secure channel.
Common questions
Why will my Clio Grow form not embed?
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Because Client Intake Forms are not embeddable on a website. They are sent to a contact you already have. To collect enquiries from your site you need a Public Intake Form, which is the type designed to be added to a website and completed by a member of the public.
Button link or embedded form?
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A button to the hosted form is more reliable and never breaks when Clio changes its markup. An embedded form keeps the visitor on your page, which suits firms whose brand is doing a lot of the persuading. For most firms the difference in enquiry volume is small, so pick the one you will maintain.
Does this satisfy the SRA transparency rules?
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No, that is separate. An intake form is about capturing work. The transparency rules require your SRA number, the digital badge, complaints information, prices for specified services, and details of who does the work. Both matter, but a form does not discharge any of them.