Clio Intake + Engagement Letter

By Thomas F. Officer

Online form that collects info, automates engagement letter, and creates Contact + Matter in Clio
Federal / National
Areas of law
Demo Law practice resources

For legal service pros

Duplicate this app and add it to your workflow.

Create your own copy of this app.
Customize with your branding.
Determine how / where data is stored.


Template Intake + Engagement Letter Automation for Clio

Note: you must add the Clio integration to to use this app.

This template performs the following actions:
- Collect data from end-user
- Populates a PDF (engagement letter) with user date, including signature
- Create Contact and Matter in Clio (the Matter includes the PDF as an attachment)

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