Clio + Formsite Integration

Integrate Clio to Formsite in one click, or tell Integrately AI how you want each submission handled. Create client contacts, open new matters, assign tasks, and keep your legal practice management current automatically.

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1.
  • 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
  • Formsite
    Form is submitted in Formsite Instant
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2.
  • Clio
    Search task by name in Clio
  • Clio
    Assign task template list to matter in Clio
  • Clio
    Upload document in Clio
  • Clio
    Create task in Clio
  • Clio
    Create communication in Clio
  • Clio
    Update task 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 + Formsite Integration

Capture form submissions, create client contacts, open new matters, assign follow-up tasks, and update your legal management records, all in just one click.

Most popular automationsmost-popular-automations
Formsite + Clio Integration

Create Clio contact for new Formsite form submission

When someone completes your Formsite, 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 Formsite is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Formsite - Clio integration set up makes it easy to manage your customer relationships and grow your business.
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Connect more apps to your Clio + Formsite flow

Sync your legal intake data with calendars, emails, messaging channels, and billing tools the moment a form is submitted. Pick a combination and activate it in one click.

Clio
Formsite
+
Google CalendarGoogle Calendar (4)
+
GmailGmail (4)
+
SlackSlack (4)
+
QuickBooks OnlineQuickBooks Online (2)
+
DocuSignDocuSign (2)
+
StripeStripe (2)
F
C
G
Create a Clio contact from every Formsite form submission, and schedule a calendar event in Google Calendar.
New Formsite submissions appear in Clio as a new contact and automatically book a consultation in Google Calendar.
F
C
G
Open a new Clio matter when a Formsite form is submitted, and add a deadline to Google Calendar.
Formsite leads automatically open a new matter in Clio and set a corresponding deadline in Google Calendar.
F
C
G
Create a Clio task for every Formsite submission, and schedule a review meeting in Google Calendar.
Every Formsite form entry generates a review task in Clio and blocks time on your Google Calendar.
F
C
G
Log a communication in Clio for every Formsite submission, and create a follow-up reminder in Google Calendar.
Formsite submissions log a communication record in Clio and set a reminder in Google Calendar.

Supported triggers and actions for Clio and Formsite

Mix and match to build the exact automation you need

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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Search task by name in Clio
Finds a task by its name
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Assign task template list to matter in Clio
Generates a new communication
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Upload document in Clio
Adds a document
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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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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
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Formsite
Formsite Triggers & Actions
Instant
Form is submitted in Formsite
Triggers the automation when a form is filled
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No action is available

What can you automate with Clio + Formsite?

Streamline legal intake, contact creation, and matter management from every web form submission.

What you can automate?
🔗
Turn every form submission into a Clio contact
Automatically capture prospective client details from Formsite and create a new person contact in Clio the moment the form is submitted.
📝
Capture every submitted form field
Map all custom answers and intake questionnaire responses from Formsite directly into Clio matter notes and custom fields.
🔔
Alert your legal team instantly
Send immediate notifications via Slack or email whenever a new high-priority prospective client submits an intake form.
🔀
Route leads based on form answers
Create different matter types or assign specific tasks in Clio depending on the practice area selected in your Formsite questionnaire.
🔄
Keep client records up to date
Update existing Clio contacts automatically if an existing client submits a secondary form or update request on your website.
🔍
Search and update instead of creating duplicates
Check whether a contact already exists in Clio before creating a new record, preventing duplicate entries for repeat inquiries.
📊
Handle later matter updates and billing
Trigger downstream tasks or update matter statuses in Clio when form submissions indicate updated billing or case details.
📅
Schedule consultations automatically
Extend your Formsite and Clio workflow by automatically creating a calendar event in Google Calendar for the client consultation.
And much more...

Who is Clio + Formsite integration for?

Law firms, intake specialists, and legal administrators automate client onboarding and matter creation to eliminate manual data entry errors.

Law firm intake managers
Law firm intake managers
Managing partners
Managing partners
Client service coordinators
Client service coordinators
High-volume practice administrators
High-volume practice administrators
Associate attorneys
Associate attorneys
Compliance officers
Compliance officers
📈
Law firm intake managers
You're reporting on website lead volume and conversion rates in Clio, but intake stats stay outdated until someone manually exports submissions from Formsite — this integration means every new form submission populates your system instantly and your metrics remain accurate.
⚡
Managing partners
You need to act fast on lucrative prospective client inquiries, but you find out about web form submissions hours later when reviewing logs — automating both apps means attorneys receive instant alerts and client intake happens without delay.
🤝
Client service coordinators
You answer to partners and clients who expect immediate follow-up on every intake questionnaire, but manual entry creates bottlenecks — automating both apps means every submission opens a matter right away and client progress is always tracked.
⚖️
High-volume practice administrators
The volume of daily web form inquiries is too high for your staff to keep up with by hand, leading to missed leads — this integration means every submission creates a contact automatically and your intake pipeline stays current.
💼
Associate attorneys
You own the next step in client onboarding and depend on intake staff to hand over form details, but handoffs get delayed — this integration means form submissions create Clio tasks instantly and your workflow starts without waiting.
📋
Compliance officers
You need a reliable history of every prospective client interaction, but manual data transfers keep leaving gaps in your records — automating both apps means every submission logs a complete communication history in Clio.
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Why choose Integrately to automate Clio + Formsite

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

1,500+ apps connected
1,500+ apps connected
Connect Clio + Formsite 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
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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Clio to Formsite?
Frequently Asked Questions
You can connect Clio to Formsite in 1 click using ready workflows on Integrately, or use Integrately AI to build custom multi-step automations with tools like Slack, Gmail, and Google Calendar.
How can I automatically create Clio matters from Formsite submissions?
Frequently Asked Questions
Can I connect Clio, Formsite, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Clio and Formsite?
Frequently Asked Questions
How do Clio contacts sync with new form submissions?
Frequently Asked Questions
What Formsite form data can be sent to Clio?
Frequently Asked Questions
Can I set up Clio and Formsite automations without coding?
Frequently Asked Questions
Is the Clio and Formsite integration free?
Frequently Asked Questions
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You Can Also Connect Clio or Formsite With 1500+ Other Apps

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Formsite
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