Clio form builder
Streamline your workflow with ease using our form builder’s Clio integration.
Clio and Growform: The Dynamic Duo for Form Building!
Growform is an innovative online form builder that simplifies the process of creating forms. With Growform, businesses and individuals can create beautiful forms that are customisable and look great on all devices. Whether you need a single or multi-step form, Growform makes it easy to create forms that fit your brand and your needs.One of the key features of Growform is its integration with Clio. When a new form submission is received, Growform can automatically create a new matter, person contact, or other action within Clio. This integration streamlines the process of tracking new leads and contacts, making it easy to stay on top of your business and manage your workflow. Whether you’re a solo practitioner or part of a larger team, Growform and Clio can help you stay organised and focused on what matters most. Try Growform today and see how easy it can be to create forms that work for you.
Collect up to 2x more leads, and send them straight to Clio
With Growform, it’s easy to build beautiful forms that get more leads.
We’ve taken years of experience in conversion rate optimisation and landing page best practices, and distilled our learnings into this easy to use form builder.
And thanks to the Zapier integration, you can automatically send leads to Clio safely and securely.
A Clio form that looks like your brand
Don’t settle for “yet another Clio form” – use advanced customization options like custom fonts, background images and color schemes to build a form that looks just like your brand.
A good form is more than just its appearance – it’s about the user experience. Growform ensures your forms are responsive, giving your customers an exceptional experience whether they’re on a desktop or on the go with their mobile device.
If you’re not sure where to start, there’s a template for pretty much every industry!
Available actions
The sky’s the limit, but here are a few things you can do with your new Clio form:
Create Matter Folder
Automatically creates a new matter folder in Clio when a new form submission is received.
Create Matter Note
Automatically creates a new matter note in Clio when a new form submission is received.
Create Task
Automatically creates a new task in Clio when a new form submission is received.
Update Person Contact
Updates the contact information of a person in Clio when a new form submission is received.
Create Communication
Automatically creates a new communication in Clio when a new form submission is received.
How does it work?
Clio is a great tool for managing law practices. However, for users who require advanced form building capabilities, a specialist form builder may be necessary.
The good news is you can now build forms in Growform and send leads over to Clio via our trusted integration partner:
1
You’ll need a Clio account, but we assume you already have one by now!
2
Next, you’ll need to grab a free Growform account and create your first form.
3
Now you’ve got your form, integrate it with Clio in just a few clicks via Zapier. Read the docs here.
Q: Can this be used to make single step and multi step Clio forms?
A: Yes! Growform excels at creating multi-step lead generation forms, but is also a powerful tool to create single page or “one step” forms.
Q: Is there any disadvantage to using Zapier to integrate Growform & Clio?
A: No, using Zapier to integrate these systems is an industry best-practice. Millions of customers rely on Zapier to integrate systems, and it is widely considered a safe, secure and reliable way to deliver leads.
Q: What can I build with this?
A: Growform can be used to build Clio contact forms, quote forms, “wizard” style forms or simple one-page forms. You can even add conditional logic, prefilled fields or add hidden fields!
Q: How can I embed and share my form?
You’ll be provided with some simple embed code, which lets you embed your form anywhere you wish. The form embed code works with all major website building platforms, such as WordPress, Squarespace and Unbounce.
It all starts here...
Start creating beautiful forms that integrate with Clio with a zero commitment free trial (no credit card required):
We also integrate with Clientify, ClickUp, ClayHR, CINC, Chime, CDLSuite, Capsule CRM, Close, Cloze, Clubworx, Compass, ConnectWise Manage, Constant Contact, ConvertKit and many more.