Create matter folders in Clio for new Cognito Forms entries
Effortlessly manage your legal matters with this Cognito Forms to Clio automation. When a new entry is submitted in Cognito Forms, this workflow will create a corresponding matter folder in Clio, ensuring a seamless organization of your case files. Stay focused on your legal work, while the process efficiently takes care of the administrative tasks for you.
Effortlessly manage your legal matters with this Cognito Forms to Clio automation. When a new entry is submitted in Cognito Forms, this workflow will create a corresponding matter folder in Clio, ensuring a seamless organization of your case files. Stay focused on your legal work, while the process efficiently takes care of the administrative tasks for you.
- When this happens...New Entry
Triggers when someone fills out your form.
- automatically do this!Create Matter Folder
Creates a new folder in a matter.
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