Gravity Forms Clio Integration Plugin
Seamlessly sync form submissions into Clio Legal CRM Contacts, Matters, Tasks, and Notes.
Billed annually. Includes 1 year of continuous updates & priority support. Cancel anytime from your account.
Core Features
- Secure OAuth 2.0 Integration with Clio Legal CRM
- Multi-Region Cluster Support (US, EU, Canada, AU)
- Automatic Contact Creation (Person or Company)
- Automated Legal Matter, Task, and Case Note Generation
- Dynamic Custom Field & Feed Mapping Interface
- Conditional Logic Feed Execution per Form
- WP E-Signature Workflow Integration Compatibility
- 1 Year of Continuous Updates & Priority Support included
Technical Specs
About This
Plugin
Gravity Forms Clio Integration Plugin connects your WordPress Gravity Forms directly with Clio Legal Practice Management CRM via secure OAuth 2.0. Automatically create and update law firm clients, contacts, matters, tasks, and notes upon form submission with multi-region support (US, EU, CA), unlimited custom field mapping, and E-Signature compatibility.
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