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  • Jotform logoJotform logo

Clio + Jotform

Create new Clio matters for new Jotform submissions

Effortlessly manage your law practice with this time-saving workflow between Jotform and Clio. When a new submission comes in through Jotform, a matter will be created in Clio, streamlining your client onboarding process. Stay organized and productive by letting this automation handle the data transfer from your intake forms to your case management software.

Effortlessly manage your law practice with this time-saving workflow between Jotform and Clio. When a new submission comes in through Jotform, a matter will be created in Clio, streamlining your client onboarding process. Stay organized and productive by letting this automation handle the data transfer from your intake forms to your case management software.

  1. When this happens...
    JotformJotform
    New Submission

    Triggers when a new submission has been added to a specific form.

    TriggerInstant
  2. automatically do this!
    ClioClio
    Create Matter

    Creates a new matter.

    ActionWrite
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Supported triggers and actions

    • FormRequired

    Trigger
    Instant
    Try It
    • Select a formRequired

    • Asignee emailRequired

    • Invitation Message

    • Assignee Permission

    Action
    Write
    • Select a formRequired

    Action
    Write
    • DocumentRequired

    Trigger
    Polling
    Try It
    • Select a formRequired

    • Assignee emailRequired

    • Invitation Message

    • Prefilled Field Permissions

    Action
    Write
    • Stop on errorRequired

    • HTTP MethodRequired

    • URLRequired

    • Query string parameters

    • Additional request headers

    • Body

    Action
    Write
clio logo
clio logo

About Clio

Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.
jotform logo
jotform logo

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Related categories

Triggers & Actions