Contact Form 7 + Clio Integration

Integrate Clio to Contact Form 7 in one click, or tell Integrately AI how you want each submission handled. Capture form details, create contacts and matters in Clio, alert your team, and trigger follow-ups automatically.

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1.
  • Contact Form 7
    Contact form is submitted in Contact Form 7 Instant
  • Clio
    Contact is created in Clio Instant
  • Clio
    Task is created in Clio Instant
  • Clio
    Matter is created in Clio Instant
  • Clio
    Communication is created in Clio Instant
  • Clio
    Bill state is updated in Clio Instant
  • Clio
    Task status has updated in Clio Instant
  • Clio
    Calendar entry is created in Clio Instant
  • Clio
    Matter status has updated in Clio Instant
  • Clio
    Matter note is created in Clio
  • Clio
    Activity is created in Clio Instant
  • Clio
    New bill is created in Clio Instant
  • Clio
    Document is created in Clio
Arrow Right
2.
  • Clio
    Create task in Clio
  • Clio
    Create communication in Clio
  • Clio
    Update task in Clio
  • Clio
    Search task by name in Clio
  • Clio
    Upload document in Clio
  • Clio
    Assign task template list to matter in Clio
  • Clio
    Create person contact in Clio
  • Clio
    Update person contact in Clio
  • Clio
    Search person contact in Clio
  • Clio
    Search contact by custom field in Clio
  • Clio
    Create time entry (Activity) in Clio
  • Clio
    Update matter in Clio
  • Clio
    Create matter in Clio
  • Clio
    Create matter note in Clio
  • Clio
    Create matter folder in Clio
  • Clio
    Create calendar entry in Clio
  • Clio
    Search matter in Clio
  • Clio
    Create expense entry (Activity) in Clio
  • Clio
    Search matter by custom field in Clio
  • Clio
    Create company contact in Clio
  • Clio
    Update company contact in Clio
  • Clio
    Search company contact in Clio
  • Clio
    Search user in Clio
  • Clio
    Search bill in Clio

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Ready Workflows Ready Workflows for Clio + Contact Form 7 Integration

Capture submissions, create contacts, open matters, log communications, and alert your team, all in just one click.

Most popular automationsmost-popular-automations
Contact Form 7 + Clio Integration

Create Clio contact for new Contact Form 7 form submission

When someone completes your Contact Form 7, a new contact is automatically created in your Clio. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Contact Form 7 is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Contact Form 7 - Clio integration set up makes it easy to manage your customer relationships and grow your business.
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Clio + Contact Form 7 flow

Send form data to your CRM, notify your team on messaging apps, and sync records across your entire legal stack. Pick a combination and activate it in one click.

Contact Form 7
Clio
+
WordPressWordPress (4)
+
GmailGmail (4)
+
ClioClio (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
QuickBooks OnlineQuickBooks Online (4)
C
C
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Create a person contact in Clio from every Contact Form 7 submission, and create a user in WordPress
New website form entries instantly generate a contact in Clio while registering a user in WordPress, keeping your client database updated.
C
C
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Create a person contact in Clio for every Contact Form 7 submission, and publish a post in WordPress
Log form inquiries directly in Clio and automatically publish a notification post in WordPress for your team.
C
C
W
Create a matter in Clio from every Contact Form 7 submission, and add a comment in WordPress
Turn website enquiries into active Clio matters while logging comments in WordPress for review.
C
C
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If a Contact Form 7 submission includes consultation requests, create a Clio task and add a WordPress post
Route consultation requests directly into Clio as actionable tasks and record updates in WordPress.

Supported triggers and actions for Contact Form 7 and Clio

Mix and match to build the exact automation you need

Contact Form 7
Contact Form 7 Triggers & Actions
Instant
Contact form is submitted in Contact Form 7
Triggers the automation when a Contact form is submitted
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No action is available
Clio
Clio Triggers & Actions
Instant
Contact is created in Clio
Triggers the automation when a new contact is created
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Instant
Task is created in Clio
Triggers the automation when a new task is created
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Instant
Matter is created in Clio
Triggers the automation when a new matter is created
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Instant
Communication is created in Clio
Triggers the automation when a new communication is created
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Instant
Bill state is updated in Clio
Triggers the automation when a bill state has been updated
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Instant
Task status has updated in Clio
Triggers the automation when a Task status has been updated
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Instant
Calendar entry is created in Clio
Triggers the automation when a new calendar entry is created
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Instant
Matter status has updated in Clio
Triggers the automation when the status of a particular matter is updated
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Matter note is created in Clio
Triggers the automation when a new note is added to any matter
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Instant
Activity is created in Clio
Triggers the automation when a new activity is created
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Instant
New bill is created in Clio
Triggers the automation when a new bill is raised
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Document is created in Clio
Triggers the automation when a new document is created
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Create task in Clio
Generates a new task
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Create communication in Clio
Generates a new communication
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Update task in Clio
Modifies an existing task
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Search task by name in Clio
Finds a task by its name
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Upload document in Clio
Adds a document
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Assign task template list to matter in Clio
Generates a new communication
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Create person contact in Clio
Adds a new contact to the person database
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Update person contact in Clio
Updates contact information for a person
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Search person contact in Clio
Searches for a person contact
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Search contact by custom field in Clio
Locates and retrieves contacts using a custom field
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Create time entry (Activity) in Clio
Record and track time spent on a activity
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Update matter in Clio
Updates matter details with the latest information
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Create matter in Clio
Generates new matter
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Create matter note in Clio
Generates a note for new matters
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Create matter folder in Clio
Generates a folder for organizing matter
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Create calendar entry in Clio
Adds a new event to the calendar
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Search matter in Clio
Searches for a matter
Try it →
Create expense entry (Activity) in Clio
Record a new expense entry
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Search matter by custom field in Clio
Searches for a matter using a custom field
Try it →
Create company contact in Clio
Adds a new contact for a company into the company's contact list
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Update company contact in Clio
Updates contact information for company records
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Search company contact in Clio
Retrieves contact information for a company
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Search user in Clio
Searches for a user
Try it →
Search bill in Clio
Searches for a bill
Try it →

What can you automate with Clio + Contact Form 7?

Streamline your legal intake process by turning website inquiries into organized client contacts, matters, and tasks automatically.

What you can automate?
👤
Create Clio contacts from form submissions
Automatically generate person or company contacts in Clio the moment a potential client submits an inquiry through your Contact Form 7 website forms. Eliminate manual transcription and accelerate your client intake process.
📋
Capture every submitted form field
Map custom form questions, consultation preferences, and detailed case descriptions into Clio fields instead of just names and emails. Your practice records remain comprehensive and ready for attorney review.
🔔
Alert your intake team instantly
Send real-time notifications to your attorneys or intake coordinators via email or Slack whenever a new prospective client completes your website form. Ensure rapid response times for high-priority inquiries.
🔀
Route submissions based on inquiry type
Evaluate submitted form fields to determine the practice area or case type, then create specific matters or assign targeted follow-up tasks in Clio automatically based on the criteria.
📅
Schedule consultation calendar entries
Turn appointment requests from website forms into scheduled calendar entries inside Clio. Keep your practice calendar synchronized with inbound website traffic without manual scheduling.
🔍
Search and update existing contacts
Check if a prospective client already exists in Clio before creating a new profile. Update their record with fresh form submissions to prevent duplicate contacts and maintain clean databases.
💬
Log client communications automatically
Record submitted form messages directly as communication entries inside Clio. Maintain a complete, unalterable history of every inbound client message for compliance and review.
🔗
Extend your workflow to accounting and CRM tools
Connect your Clio and Contact Form 7 automation with QuickBooks Online or Mailchimp to generate invoices, update mailing lists, and synchronize client billing information effortlessly.
And much more...

Who is Clio + Contact Form 7 integration for?

Legal professionals, intake coordinators, and practice managers eliminate manual data entry by connecting website form submissions directly to client management workflows.

Practice managers
Practice managers
Intake coordinators
Intake coordinators
Managing attorneys
Managing attorneys
Marketing directors
Marketing directors
Client relations specialists
Client relations specialists
Legal administrative assistants
Legal administrative assistants
📊
Practice managers
You review monthly intake metrics and conversion rates, but your tracking data is always delayed because staff manually copy form submissions into Clio — this integration means every new submission populates your system instantly and your reports stay current.
⚡
Intake coordinators
You need to qualify prospective clients within minutes of their inquiry, but website submissions sit unread until someone checks the inbox — automating both apps means contact profiles and matters open immediately so your team can respond without delay.
⚖️
Managing attorneys
You oversee client onboarding workflows and need full visibility into incoming case details, but fragmented data causes missed follow-ups — with this integration, every form submission establishes an organized record in Clio right away.
📈
Marketing directors
You drive traffic to consultation landing pages and track lead generation volume, but manual export errors create gaps in your client pipeline — connecting these apps means lead data flows straight into your practice management tools without missing a single entry.
🤝
Client relations specialists
You depend on timely handoffs from inbound web forms to schedule initial consultations, but delayed notifications stall your outreach — this integration means form data creates tasks and client profiles instantly so outreach happens on time.
🗂️
Legal administrative assistants
You maintain complete client histories and communication logs in Clio, but re-typing web inquiries creates recurring blind spots — automating both apps means every form entry populates your database accurately with zero manual copy-pasting.
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Our team

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Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Contact Form 7 + Clio

Build and manage your Contact Form 7 + Clio automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Contact Form 7 + Clio with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
Connect Contact Form 7 + Clio Now arrow right
In Just 1 Click!
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in $19.99
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Frequently Asked Questions

How do I connect Clio to Contact Form 7?
Frequently Asked Questions
You can connect Clio to Contact Form 7 in 1 click using ready workflows or ask Integrately AI to build your automation. It integrates with WordPress, Gmail, Slack, and 1,500+ other apps.
Can I automatically create a Clio contact from every Contact Form 7 submission?
Frequently Asked Questions
Can I connect Clio, Contact Form 7, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Clio and Contact Form 7?
Frequently Asked Questions
How are Clio contacts created from form submissions?
Frequently Asked Questions
Can I filter Contact Form 7 entries before sending them to Clio?
Frequently Asked Questions
Do I need coding skills to automate Clio and Contact Form 7?
Frequently Asked Questions
Is the Clio and Contact Form 7 integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Clio or Contact Form 7 With 1500+ Other Apps

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