---
title: "client intake | Woven Legal"
description: "The process of receiving a potential client, collecting needed information, checking fit, and deciding the next step."
url: https://wovenlegal.multisites.ai/glossary/client-intake
publisher: Woven Legal
phone: 
quote: https://wovenlegal.multisites.ai/contact
---

# client intake

The process of receiving a potential client, collecting needed information, checking fit, and deciding the next step.

Client intake is a chain of decisions, not only a form. It can include the first response, conflict screening, qualification, consultation scheduling, engagement, and follow-up. A clear intake workflow gives every person the same next action and protects sensitive information. Clio documents that prospects can save and return to intake forms, which shows why status and follow-up matter.

## Related terms

-   [conflict check](https://wovenlegal.multisites.ai/glossary/conflict-check)

### Sources

-   [Clio intake forms documentation](https://help.clio.com/hc/en-us/articles/9284567246747-Send-View-and-Manage-Intake-Forms)
-   [Woven Legal FAQ](https://wovenlegal.com/faq/)

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