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Clio form builder

Streamline your workflow with ease using our form builder’s Clio integration.

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Clio form builder

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Capture leads in Growform, close them in Clio

When a new form submission is received, Growform can automatically create a new matter, person contact, or other action within Clio. This integration streamlines the process of tracking new leads and contacts, making it easy to stay on top of your business and manage your workflow. Whether you’re a solo practitioner or part of a larger team, Growform and Clio can help you stay organized and focused on what matters most.

For a sales team, that means every lead lands in Clio the moment it is submitted, with the answers from each step of the form attached, so reps can prioritize, assign and follow up without retyping anything. Multi-step forms typically collect more leads than a single long page, and conditional logic and hidden fields mean Clio receives clean, well-qualified records with campaign data intact.

Collect up to 2x more leads and send them straight to Clio

Growform makes it easy to build multi-step forms that get more leads.

We’ve taken years of experience in conversion rate optimization and landing page best practice and distilled it into an easy-to-use form builder.

Every submission is sent to Clio automatically, safely and securely.

Screenshot of Clio and the Growform form builder

A Clio form that looks like your brand

Don’t settle for “yet another Clio form” – use advanced customization options like custom fonts, background images and color schemes to build a form that looks just like your brand.

A good form is more than just its appearance – it’s about the user experience. Growform ensures your forms are responsive, giving your customers an exceptional experience whether they’re on a desktop or on the go with their mobile device.

If you’re not sure where to start, there’s a template for pretty much every industry!

Available actions

Here are a few things a Growform submission can do in Clio:

  • Create Matter Folder

    Automatically creates a new matter folder in Clio when a new form submission is received.

  • Create Matter Note

    Automatically creates a new matter note in Clio when a new form submission is received.

  • Create Task

    Automatically creates a new task in Clio when a new form submission is received.

  • Update Person Contact

    Updates the contact information of a person in Clio when a new form submission is received.

  • Create Communication

    Automatically creates a new communication in Clio when a new form submission is received.

How does it work?

Clio is a great tool for managing law practices. Growform handles the form itself — multi-step, branded and built to convert — and passes every submission to Clio automatically.

How it works: build the form in Growform, connect it to Clio in a few clicks, and every submission lands in Clio automatically.

  1. Step 1: Have a Clio account ready

    You’ll need a Clio account to receive the leads. If you already use Clio, you’re set.

  2. Step 2: Create a form with Growform

    Next, create a free Growform account and build your first form — start from a template or from scratch.

  3. Step 3: Connect Growform to Clio

    Now you’ve got your form, connect it to Clio in a few clicks via Zapier — no code needed. Read the integration guide.
Can this be used to make single step and multi step Clio forms?

Yes! Growform excels at creating multi-step lead generation forms, but is also a powerful tool to create single page or “one step” forms.

Is there any disadvantage to using Zapier to integrate Growform & Clio?

No, using Zapier to integrate these systems is an industry best-practice. Millions of customers rely on Zapier to integrate systems, and it is widely considered a safe, secure and reliable way to deliver leads.

What can I build with this?

Growform can be used to build Clio contact forms, quote forms, “wizard” style forms or simple one-page forms. You can even add conditional logic, prefilled fields or add hidden fields!

How can I embed and share my form?

You’ll be provided with some simple embed code, which lets you embed your form anywhere you wish. The form embed code works with all major website building platforms, such as WordPress, Squarespace and Unbounce.

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Start free trial Read the integration guide