Integrations / CRM / Clio / Create Matter with New Submission

Create matters in Clio from new submissions

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

Generate Clio matters from Jotform submissions

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

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When this happens...

New Submission

A user submits a new form entry

Clio

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Create Matter

A matter is created in Clio based on the submission

Integrate with Clio

Check out other use cases for this integration

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Create Company Contact with New Submission

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