Create new matter in Clio from Jotform submission, and find client contact details

Create new matters in Clio when you receive client submissions from Jotform, ensuring all relevant client details are captured for efficient legal management and faster onboarding.

Create new matter in Clio from Jotform submission, and find client contact details

Workflow preview:

Zap details:

Overview

Create new matters in Clio when you receive client submissions from Jotform, ensuring all relevant client details are captured for efficient legal management and faster onboarding.

Create new matter in Clio from Jotform submission, and find client contact details