Capture contact inquiries from web form, find or create contact, create matter, and add note in Clio
Capture contact inquiries from web form, find or create contact, create matter, and add note in Clio
Capture inquiries from your web form and manage contacts in Clio. Create or update contacts, generate new matters, and add notes for follow-up, ensuring efficient communication and improved client engagement.
Workflow preview:
Zap details:
Overview
Capture inquiries from your web form and manage contacts in Clio. Create or update contacts, generate new matters, and add notes for follow-up, ensuring efficient communication and improved client engagement.