Automated Legal Questionnaires: Effortless Client Data Collection | Clio
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Collecting client information doesn’t have to cost you hours

Gather case details with dynamic questionnaires and automatically generate legal documents.

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We send 3-4 Questionnaires out a day. We love how easy it is to create them, so instead of wondering what information we need to collect, it’s telling us what’s needed automatically. Our clients love it, it’s clear and super easy to fill out.

– Kathryn Price, M.S., L.D.A., Price Mediation

Improve the client and firm experience with legal questionnaires

Gather client information faster

Easily build automated questionnaires that use conditional logic to control what questions are shown to your legal clients depending on their responses. No technical expertise required.

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  • Build client trust with multi-page questionnaires from Clio

    Build client trust

    Don’t ask your clients the same question more than once. Send professionally branded, multi-page questionnaires that they can fill from anywhere, on any device.

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  • Create questionnaire templates for different case types with Clio's Questionnaires feature

    Improve your firms efficiency & consistency

    Create questionnaire templates for different case types that you can use again and again—improving efficiency and ensuring consistency across your firm.

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  • Client responses map to fields in your document templates

    Create legal documents in minutes

    Client responses map to fields in your document templates so you can automatically generate legal documents and court forms, freeing up your time to focus on billable work.

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Ready to automate your document creation?

See how you can create legal questionnaires, collect client data, and automatically generate documents with Clio Draft.

Book a Demo

Ready to automate your document creation?

See how you can create legal questionnaires, collect client data, and automatically generate documents with Clio Draft.

Book a Demo

Explore more document automation features

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    Advanced Document Automation

    Turn your Microsoft Word documents into smart templates that auto-populate with case information so you don’t have to maintain multiple versions.

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    Court Forms

    Quickly find court documents with our up-to-date library featuring thousands of fillable PDF forms for all U.S. states.

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Resources for legal client questionnaires

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  • Clio Resource

    A Guide to Legal Questionnaires [Templates Included]

    Resource

    See a legal questionnaire template in action, learn best practices, and discover how Clio Draft simplifies the client questionnaire process…

  • Clio Resource

    Legal Client Letter Template: Structuring and Writing

    Resource

    Simplify your work with a legal client letter template. Save your firm time by getting started with the best legal…

  • See More