How can we help you?

Modern law practices and solo attorneys rely on Clio Manage for legal case management, client billing, and matter tracking. With the Gravity Forms Clio Integration Premium Add-on, prospective client inquiries submitted on your WordPress website automatically create new Clio Contacts, Legal Matters, and Case Notes without recurring middleware subscriptions.

Why Direct Clio Integration Wins

• Automated Contact & Matter Linking: Automatically searches for existing clients or generates new contacts before linking a fresh legal matter.
• Sub-Second Execution: Direct OAuth 2.0 API connection eliminates multi-step Zapier polling delays and task limits.
• Conflict Check Ready: Captures adverse party information, incident dates, and initial intake notes cleanly into Clio.

Step-by-Step Setup Guide

Step 1: Connect Your Clio Manage Account

Navigate to Forms → Settings → Clio and click Connect with Clio to authenticate securely via OAuth 2.0.

Step 2: Create a Form Feed

In your form settings, add a Clio feed. Map client fields (First Name, Last Name, Email, Phone, Case Description) and select the corresponding Practice Area.

Automate your legal intake pipeline today. Get Gravity Forms Clio Addon (/year) →