Google Forms is an easy way to collect data from the web with a simple UI and powerful editor. Works hand-in-hand with Google Sheets!

Google Forms

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.

Clio

Andres Lemons

This is a test to see how the initial intake form works using a combination of google forms, Zappier, and Clio. If successful, the completion of the google form, will search in clio for that contact, if no such contact is found, then it will create one as well as create a new matter.

Initial Intake

“This is a test to see how the initial intake form works using a combination of google forms, Zappier, and Clio. If successful, the completion of the google form, will search in clio for that contact, if no such contact is found, then it will create one as well as create a new matter.”

Trusted at companies large and small

This Zap works in 2 steps …

Anytime a new form response is created in Google Forms

Find or create person contact in Clio

This Zap uses the following 2 apps

Google Forms

Clio

Google Forms + Clio