forms.app + Clio Integration

Integrate Clio to forms.app in one click, or tell Integrately AI how you want each submission handled. Capture response details, create matters and contacts in Clio, and alert your legal team automatically.

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1.
  • forms.app
    Form is submitted in forms.app 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 + forms.app Integration

Capture form submissions, create matters, log contacts, and notify your legal team, all in just one click.

Most popular automationsmost-popular-automations
forms.app + Clio Integration

Create Clio contact for new forms.app form

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

Plus, all of the information from the forms.app is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a forms.app - Clio integration set up makes it easy to manage your customer relationships and grow your business.
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Activate
  • 1of1
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 + forms.app flow

Send form data to your email, update client documents, and notify your team the moment a submission arrives. Pick a combination and activate it in one click.

forms.app
Clio
+
GmailGmail (4)
+
ClioClio (3)
+
SlackSlack (3)
+
Google CalendarGoogle Calendar (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
Google DriveGoogle Drive (3)
F
C
G
Create a Clio matter from every forms.app submission, and send a confirmation email via Gmail
Every forms.app submission creates a new Clio matter instantly while Gmail sends a confirmation email to the client, removing manual data entry.
F
G
C
Send an intake summary via Gmail for every new forms.app submission, and create a task in Clio
Notify your intake staff via Gmail and create a follow-up task in Clio the moment a new form response arrives.
C
G
C
When a contact is created in Clio, send a welcome email in Gmail and create a forms.app tracking record
Keep your client communication automated by sending a welcome email via Gmail when a Clio contact is created.
F
G
C
Use Claude to summarise every new forms.app submission, send the brief via Gmail, and create a Clio matter
Use Claude to analyse form submissions, email the brief through Gmail, and set up the corresponding matter in Clio.

Supported triggers and actions for forms.app and Clio

Mix and match to build the exact automation you need

forms.app
forms.app Triggers & Actions
Instant
Form is submitted in forms.app
Triggers the automation when a form is filled
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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
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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
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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
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Search bill in Clio
Searches for a bill
Try it →

What can you automate with Clio + forms.app?

Streamline legal intake, eliminate manual data entry, and keep client records synchronised across your practice.

What you can automate?
📝
Create a Clio matter instantly from every new forms.app submission
Trigger automated matter creation the moment a prospective client completes your intake form. Eliminate manual copy-pasting between form builders and your practice management software.
🔍
Capture every submitted form field into Clio
Map all custom form answers and client responses directly into corresponding Clio contact fields and matter notes, ensuring no critical case detail is ever left behind.
🔔
Alert your legal team as soon as a form is submitted
Send instant notifications to your attorneys or intake coordinators via messaging or email apps the second a new client inquiry hits your website.
🔀
Route submissions to different Clio workflows based on form answers
Automatically assign specific task lists, matter templates, or priority levels in Clio depending on the practice area or responses selected in the form.
🔄
Keep Clio records updated when clients submit updated form details
Automatically update existing contact records and matter details whenever a client submits revision forms or follow-up questionnaires.
👤
Update existing Clio contacts instead of creating duplicates
Search for existing contacts by custom fields or email addresses before creating records, ensuring your database remains clean and free of duplicate profiles.
📅
Create tasks or update matters when intake forms reach specific statuses
Trigger follow-up tasks, deadline reminders, or status changes in Clio in response to form completion milestones and document uploads.
✉️
Send automated client confirmation emails via Gmail after a form submission creates a Clio matter
Acknowledge client inquiries instantly by combining form submissions, Clio matter creation, and automated email confirmation sequences in Gmail.
And much more...

Who is Clio + forms.app integration for?

Law firms, legal consultants, and practice managers streamline client intake, eliminate manual data entry, and keep client matters organised effortlessly.

Legal practice managers
Legal practice managers
Intake coordinators
Intake coordinators
Legal assistants
Legal assistants
High-volume law firms
High-volume law firms
Billing specialists
Billing specialists
Compliance officers
Compliance officers
📈
Legal practice managers
You're tracking client intake across multiple channels but your status report only updates when someone manually exports submissions, so the matter counts you're reviewing are always a few hours behind — automating both apps means every new form submission lands in your system instantly and your reports stay current.
⚡
Intake coordinators
You need to review prospective client forms immediately, but submissions sit unread in your inbox until someone checks them, so leads go cold before you reply — with this integration, every form submission creates a Clio contact instantly so you can follow up right away.
📋
Legal assistants
You answer to senior partners who want immediate updates on new client matters, but you waste hours copying form data into your practice management software — integrating these apps means every submission automatically creates the required Clio matter and records.
⚖️
High-volume law firms
Your intake volume is too high for anyone to keep up with manual data entry, leading to missed client details and delayed matter creation — automating both apps means every submission flows straight into Clio without human bottlenecks.
🗂️
Billing specialists
You depend on intake staff to hand over client details before you can set up billing matters, but details often arrive incomplete or delayed — connecting these apps means every form response populates Clio contact fields and matters instantly for seamless billing setup.
📁
Compliance officers
You need a reliable history of all client intake interactions, but manual record-keeping keeps leaving gaps in your audit trails — with this integration, every form submission generates a complete, accurate record in Clio.
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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 forms.app + Clio

Build and manage your forms.app + 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 forms.app + 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Clio to forms.app?
Frequently Asked Questions
You can connect Clio to forms.app in 1 click using ready-made templates or by asking Integrately AI to build the integration. You can also connect Gmail, Slack, Google Calendar, QuickBooks Online, and Google Drive without writing any code.
Can I automatically create a Clio matter when a form is submitted in forms.app?
Frequently Asked Questions
Can I connect Clio, forms.app, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Clio and forms.app?
Frequently Asked Questions
How does Clio handle contact creation from form submissions?
Frequently Asked Questions
How does forms.app collect and send response data?
Frequently Asked Questions
Can I automate this legal workflow without coding?
Frequently Asked Questions
Is the Clio and forms.app integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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