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Clio + Woodpecker

Create matters in Clio from new Woodpecker questionnaires

Collect client information with Woodpecker questionnaires and create a matching Matter in Clio automatically.

Collect client information with Woodpecker questionnaires and create a matching Matter in Clio automatically.

  1. When this happens...
    WoodpeckerWoodpecker
    New Questionnaire Submitted

    Triggers whenever a questionnaire is submitted

    TriggerScheduled
  2. automatically do this!
    ClioClio
    Create Matter

    Creates a new matter.

    ActionWrite
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Supported triggers and actions

What does this mean?
clio logo
clio logo

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.
Learn more

Related categories

  • CRM (Customer Relationship Management)
woodpecker-2 logo
woodpecker-2 logo

About Woodpecker

Woodpecker is a document automation platform that allows you to automatically prepare & populate frequently used documents for new recipients without ever having to open Microsoft Word!

Related categories

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