Create matter folders in Clio from new Instapage form submissions
Effortlessly manage your legal matters upon receiving form submissions from Instapage with this seamless workflow. When a client submits a form on your Instapage, a matter folder will be created in Clio, helping you stay organized and easily track your cases. Save time and reduce manual data entry by automating your matter management process.
Effortlessly manage your legal matters upon receiving form submissions from Instapage with this seamless workflow. When a client submits a form on your Instapage, a matter folder will be created in Clio, helping you stay organized and easily track your cases. Save time and reduce manual data entry by automating your matter management process.
- When this happens...Form Submission
Triggers when a new form is submitted.
- automatically do this!Create Matter Folder
Creates a new folder in a matter.
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