tripgrass

<p>Lead-to-Clio provides a contact form of first name, last name, phone number and email that integrates with the Clio Online Legal Practice Management Software. If the user has authorized Lead-to-Clio to access the user’s Clio account, when a prospective client submits their contact info on the form a new Contact entry is created in Clio, a new task entry is created in Clio and a notification email is sent to the Clio users.<br />
    A few notes about the sections above:</p>


Contributors: tripgrass

Lead-to-Clio integrates your Wordpress Blog with your Clio Account - automatically creating tasks and contacts for new leads.

Web Guy

<p><a href="mailto:john@forthelawyers.co" rel="nofollow ugc">📧 Get Help</a></p>
<p>Bridge for Clio connects your WordPress site to your Clio account, allowing you to surface and capture Clio data directly from your website. Features are organized into Bridges, modular integrations that can be enabled or disabled individually.</p>
<h4>Bridges (current)</h4>
<ul>
<li>Insights Dashboard: Displays a summary of your Clio account in your WP dashboard, including: total contacts, new contacts this month, active matters, and tasks due this week.</li>
<li>Contact Form Lead Capture: Automatically syncs contact form submissions to Clio as contacts. Supports native shortcode (<code>[clio-contact-form]</code>), Contact Form 7, Gravity Forms, WPForms, Ninja Forms, and Formidable Forms. Optionally integrates with Clio Grow via lead inbox token.</li>
</ul>
<h4>Bridges (considering)</h4>
<ul>
<li>Client Portal</li>
<li>Payments</li>
<li>Appointments and Calendar</li>
<li>Documents</li>
<li>Any Requests? <a href="mailto:john@forthelawyers.co" rel="nofollow ugc">Email me</a>.</li>
</ul>
<h3>External Services</h3>
<p>This plugin connects to the Clio API to read and write legal practice management data on your behalf.</p>
<p>Data sent includes OAuth credentials during authentication and contact/matter/task data during API requests. Requests are only made when the plugin is connected to Clio and a Bridge is active.</p>
<ul>
<li><a href="https://www.clio.com/tos/" rel="nofollow ugc">Clio Terms of Service</a></li>
<li><a href="https://www.clio.com/privacy/" rel="nofollow ugc">Clio Privacy Policy</a></li>
</ul>


Contributors: tripgrass vs Bridge for Clio