Clio + Formsite
Create Clio matters from new Formsite form results for seamless case management
Effortlessly streamline your legal practice by connecting Formsite to Clio. With this automation, every time a new form result is submitted in Formsite, a Matter will be created in Clio, saving you time and ensuring accurate information transfers. Keep your practice running smoothly by integrating these two powerful tools.
Effortlessly streamline your legal practice by connecting Formsite to Clio. With this automation, every time a new form result is submitted in Formsite, a Matter will be created in Clio, saving you time and ensuring accurate information transfers. Keep your practice running smoothly by integrating these two powerful tools.
- When this happens...New Form Result
Triggers when a user submits a new form result.
- automatically do this!Create Matter
Creates a new matter.
- Free forever for core features
- 14 day trial for premium features & apps
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.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Formsite
Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience.
