Clio Intake + Engagement Letter

Online form that collects info, automates engagement letter, and creates Contact + Matter in Clio

By Thomas F. Officer

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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)


Total cost


Federal / National
Areas of law
Demo Law practice resources