Create and manage client contacts and matters in Clio from Gravity Forms submissions

Create and manage client contacts and matters with Gravity Forms and Clio to streamline your intake process. Enjoy faster onboarding and improved organization by transforming form submissions into actionable client data.

Create and manage client contacts and matters in Clio from Gravity Forms submissions

Workflow preview:

Zap details:

Overview

Create and manage client contacts and matters with Gravity Forms and Clio to streamline your intake process. Enjoy faster onboarding and improved organization by transforming form submissions into actionable client data.

Create and manage client contacts and matters in Clio from Gravity Forms submissions