Feature Requests

Send select intake form answers such as "Address" or "Who referred you to us?" to Clio's Contacts section.

Note: this feature request was created to track interest. Currently it isn't possible to integrate with Clio Grow as they do not have an API. I've heard that this may be on their eventual roadmap, but was not given any details.

Information collected from the intake form can be automatically sent to Clio Manage's Contact