통합 / CRM / Clio / Create Matter with New Submission

Create matters in Clio from new submissions

Automatically create matters in Clio with Jform's seamless integration. This automation allows you to instantly generate matters in Clio based on new submissions received through Jform, streamlining your workflow and enhancing efficiency.

Generate Clio matters from Jform submissions

Initiate the creation of matters in Clio from Jform submissions. This integration ensures that new submissions made via Jform are efficiently translated into matters within Clio, enabling lawyers to manage their workload effectively.

Jform Icon

When this happens...

신규 제출

A user submits a new form entry

Clio

Do this!

Create Matter

A matter is created in Clio based on the submission

Clio과(와) 통합

Check out other use cases for this integration

Jform Icon Clio

Create Person Contact with New Submission

세부사항
Jform Icon Clio

Create Company Contact with New Submission

세부사항