Clio + Squarespace Forms
Create new Clio matters from Squarespace Forms form submissions
Efficiently handle new client inquiries from your Squarespace Forms forms by creating matters in Clio. This workflow seamlessly generates a matter in Clio every time a form submission occurs on Squarespace Forms, streamlining your client intake process to ensure you never miss an opportunity to engage with potential clients. Save time and maintain organization by automating this essential aspect of your legal practice.
Efficiently handle new client inquiries from your Squarespace Forms forms by creating matters in Clio. This workflow seamlessly generates a matter in Clio every time a form submission occurs on Squarespace Forms, streamlining your client intake process to ensure you never miss an opportunity to engage with potential clients. Save time and maintain organization by automating this essential aspect of your legal practice.
- When this happens...New Form Submission
Triggers when form submission is submitted.
- automatically do this!Create Matter
Creates a new matter.
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