Clio Intake Automation with ClientSherpa

Automating Client Intake with ClientSherpa and Clio

You have a million things to do, and precious few of them involve actually practicing law. Such is life when you're running a successful law practice.

You've invested in Clio to help you manage your matters, but what if it could be even more powerful?

It's time to really make Clio shine.

Imagine for a minute, if you could onboard an excited new client, and all you'd have to do is show up for a consultation with a prepared and invested prospect.

  • No scheduling back and forth.
  • No emails and phone calls to track down basic information.
  • No need to remind clients about upcoming consultations
  • No no shows
  • No henpecking basic information into Clio
  • No copy and pasting client info into word document templates

You take a phone call, have your consultation and send an auto-generated fee agreement. That's it.

Sounds pretty good right?

Down with double entry!

You've just closed a new client, YAY! You're ready to get to work. But what's this? We need to get the information into Clio first? It's a drag. Instead of jumping right in to help your client, you (or your unlucky staff) are stuck typing basic information into Clio.

Your carpal tunnel-less fingers will thank you.

Create clients and contacts

Let's do away with going back and forth between browser tabs copying and pasting names, addresses phone numbers, dates of birth, social security numbers, bank account details, etc., etc., etc. When you close an intake, all of the personal information your client has entered about themselves and any other parties to the matter get created in Clio.

ClientSherpa sends client and contact data directly to Clio contacts.

Sync custom fields

Custom fields are the key to leveling up your firm's automation. By creating custom fields and linking them to your ClientSherpa forms, seemless document generation is just a few clicks away. You can link almost any client response to a Clio custom field that can be automagically sucked into your document templates. It really is like magic.

ClientSherpa syncs custom fields for use in Clio document generation.

Securely transfer client files

We use bank grade encryption, both in transit and at rest to allow your clients to upload their files in a secure environment. Those files are automatically sent to your Clio matter as well so that you have those files at your fingertips as you work.

Create matters in Clio so you have all of your client data at your fingertips.

Ready to put your intake process on autopilot?

"If you've gone for years with an intake process that seems to change every few weeks. If you've spent countless hours wondering if you remembered to get back to a potential client. If you've ever lost a client because things got too hectic and they fell through the cracks. You owe it to yourself to sign up and get a fully functional, standardized intake process that just works."

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