Clio + Paperform
Create new Clio matters from Paperform form submissions
Easily streamline your legal case management process with this Paperform-Clio workflow. When a new form submission is received in Paperform, a corresponding matter is created in Clio, helping you keep track of important case information without manual data entry. With this automation in place, you'll save time and ensure consistency between your form submissions and case records.
Easily streamline your legal case management process with this Paperform-Clio workflow. When a new form submission is received in Paperform, a corresponding matter is created in Clio, helping you keep track of important case information without manual data entry. With this automation in place, you'll save time and ensure consistency between your form submissions and case records.
- When this happens...New Form Submission
Triggers when a form is submitted.
- automatically do this!Create Matter
Creates a new matter.
- Free forever for core features
- 14 day trial for premium features & apps
