Clio + Jotform
Manage new Jotform submissions by creating tasks in Clio
Organize your legal cases better with this workflow. Whenever there's a new submission in Jotform, a task is effortlessly created in Clio. This automation streamlines your data entry process, enabling you to focus on more important elements of your legal practice.
Organize your legal cases better with this workflow. Whenever there's a new submission in Jotform, a task is effortlessly created in Clio. This automation streamlines your data entry process, enabling you to focus on more important elements of your legal practice.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create Task
Creates a new task.
- Free forever for core features
- 14 day trial for premium features & apps
About Clio
Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.
Related categories
About Jotform
The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
