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Contributors: tripgrass

Lead-to-Clio integrates your Wordpress Blog with your Clio Account - automatically creating tasks and contacts for new leads.
Version
1.0
Active installations
10
Last updated
Apr 17, 2015

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:

Freeon Business plan
Tested up to
WordPress 3.4.2
This plugin is available for download for your site.