Clio Grow + Formstack Documents Integration
Connect Clio Grow to Formstack Documents in 1 click
Free forever.Use premium features free for 14 days.1.
Contact is created in Clio Grow- Matter is created in Clio Grow
- Matter note is created in Clio Grow
Merged document is populated in Formstack Documents Instant
2.
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Clio Grow
Clio Grow is a client intake and legal CRM that helps law firms capture leads, automate intake forms, schedule consultations, send e-signatures, and manage prospects efficiently from first contact to conversion.
Formstack Documents
Formstack Documents lets you generate customized documents with your own branding, merge data from multiple web services with pre-built form templates, and deliver them in minutes - all for free!
