1.Detect new submission intake
Integrate Jotform and intake form tools to capture the completed intake and submission ID for contact and matter mapping
Create client contact and matter from intake form
Automatically monitor new submission intake and route details across Jotform and Clio. Create and update client contacts and matters when intake submissions arrive or new data fields mapβso you can create records, set billable matters, and assign practice areas without manual paperwork.
How this automation creates your intake-ready matters
When New Submission events land in your intake form, delays can stall onboarding and case setup. This automation monitors Jotform submissions, finds or creates contacts and creates matters in Clioβso your team can start work from complete intake data.
Jotformor swap with your favorite app
2.Find matching contact
Integrate Clio and CRM search to find existing clients by primary email or phone and dedupe using submission ID or email
Clioor swap with your favorite app
3.Create new contact
Integrate Clio and client record tools to create a new person contact and map intake fields like DOB, address, and pronouns
4.Create linked matter
Integrate Clio and matter management to create a matter tied to the contact ID and map submission answers to custom fields
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Explore all legal intake management automations
Accelerate client intake with automated lead capture, matter routing, and intake alerts
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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