Client Intake Automation with Clio

“Anytime a new client is added into your pipeline and you want to onboard them, send them your Typeform and it will add them to your clio and get a text!”

created by Alexander Tevonyan

How Zapier works (57 sec)

How Zapier works (57 sec)

Try this Zap FREE for 14 days

Trusted at companies large and small

This Zap works in 8 steps …

4 minutes to set up
Get back 1.2 hrs /week
388 people use this app pairing

This Zap uses the following 4 apps

Typeform
Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.
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.
OpenAI (GPT-3, DALL-E, Whisper)
From the makers of ChatGPT, the OpenAI integration for GPT-3, DALL·E, or Whisper. Build AI powered workflows with OpenAI’s powerful models. An optimized ChatGPT integration is available here: https://zapier.com/apps/chatgpt/integrations
SMS by Zapier
Using our built-in number, you can send a limited number of SMS / text messages. This is great for reminders!

More ways to use these popular apps!

Check out all the other ways you can connect Typeform and Clio.