Assign forms in Jotform for new matters in Clio
Whenever a new matter arises in your Clio app, instantly assign a form in Jotform with this streamlined workflow. This seamless process saves you time by minimizing manual data entry, allowing you to focus more on strategic tasks. Make your legal practice more efficient by connecting your Clio and Jotform applications.
Whenever a new matter arises in your Clio app, instantly assign a form in Jotform with this streamlined workflow. This seamless process saves you time by minimizing manual data entry, allowing you to focus more on strategic tasks. Make your legal practice more efficient by connecting your Clio and Jotform applications.
- When this happens...New Matter
Triggers when a new matter is created.
- automatically do this!Assign Form
Invite assignees to complete your form
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