Contributors: tripgrass

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. A few notes about the sections above: