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Clio

Clio is a project management application designed to transform the working experience for lawyers. There are many organized features in Clio, from consultation scheduling to billing. In this way, it is possible to shorten the working hours while increasing the working efficiency.

To make your working experience perfect, when you integrate forms.app, and Clio, you can create a person or company contact and keep all your client information in one place. There's more! In your Clio workspace, you can take notes regularly by creating a topic through your form data.

How to connect your forms with Clio via Zapier

When you integrate forms.app and Clio via Zapier, you can have many valuable options for your business. For example; You can create a new task or add a document link to a topic you have made. Thus, you can follow a more synchronized work.

What you need to get started:

● forms.app account

● A Clio account/workspace

● A Zapier account

How to set up this integration?

Click the 'Use This Integration' button.
Once you are redirected to the Zapier page, click on the “forms.app + Connect Clio” button.
Sign in to your Zapier and forms.app accounts.
Follow the simple steps to set up the integration you like.
End the integration and enable Zap.

That's it! An improved project management experience with forms.app, and Clio integration!