Clio integration
Clio intake workflow — one link, matter opens clean.
Your clients should not retype facts your staff will paste into Clio anyway. Cadence maps intake forms to matter fields and opens the matter when the packet is complete.
The Clio gap most firms feel
Clio handles matters well once they exist. The pain is everything before the matter — retainer signed, fee collected, intake facts captured — scattered across three vendors.
How Cadence wires it
We configure intake templates per practice area, map form labels to Clio custom fields, and connect os-conduit or Make scenarios for matter creation on approval.
- •Staff sends one link from Clio, GHL, or your CRM
- •Client completes sign + pay + intake in one session
- •Approved sessions advance to matter-open with audit trail
- •Staff dashboard shows session status in real time
Works with your existing stack
Clio-first, but not Clio-only. The same intake link receives leads from Google Ads, LawVert landing pages, referral partners, and walk-ins via the Inbound Leads API.
See your intake flow on a live call.
Bring one intake bottleneck. Cadence MSO will map sign → pay → matter open and tell you if we can deploy it for your firm.
Book a 15-minute intake demoPrefer to email first? hello@intake.link · Send a note