Formstack Forms + Clio Integration

Integrate Clio to Formstack Forms in one click, or tell Integrately AI how you want each submission handled. Turn form responses into legal matters, create tasks, log communications, and keep your practice management platform updated automatically.

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1.
  • Formstack Forms
    Submission is done in Formstack Forms Instant
  • Formstack Forms
    Form is added in Formstack Forms
  • Clio
    Contact is created in Clio Instant
  • Clio
    Task is created in Clio Instant
  • Clio
    Matter is created in Clio Instant
  • Clio
    Communication is created in Clio Instant
  • Clio
    Bill state is updated in Clio Instant
  • Clio
    Task status has updated in Clio Instant
  • Clio
    Calendar entry is created in Clio Instant
  • Clio
    Matter status has updated in Clio Instant
  • Clio
    Matter note is created in Clio
  • Clio
    Activity is created in Clio Instant
  • Clio
    New bill is created in Clio Instant
  • Clio
    Document is created in Clio
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2.
  • Formstack Forms
    Create submission for a form in Formstack Forms
  • Clio
    Search task by name in Clio
  • Clio
    Assign task template list to matter in Clio
  • Clio
    Upload document in Clio
  • Clio
    Update task in Clio
  • Clio
    Create communication in Clio
  • Clio
    Create task in Clio
  • Clio
    Create person contact in Clio
  • Clio
    Update person contact in Clio
  • Clio
    Search person contact in Clio
  • Clio
    Search contact by custom field in Clio
  • Clio
    Create time entry (Activity) in Clio
  • Clio
    Update matter in Clio
  • Clio
    Create matter in Clio
  • Clio
    Create matter note in Clio
  • Clio
    Create matter folder in Clio
  • Clio
    Create calendar entry in Clio
  • Clio
    Search matter in Clio
  • Clio
    Create expense entry (Activity) in Clio
  • Clio
    Search matter by custom field in Clio
  • Clio
    Create company contact in Clio
  • Clio
    Update company contact in Clio
  • Clio
    Search company contact in Clio
  • Clio
    Search user in Clio
  • Clio
    Search bill in Clio

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Ready Workflows Ready Workflows for Clio + Formstack Forms Integration

Capture form submissions, create matters, assign tasks, log communications, and keep client files updated, all in just one click.

Most popular automationsmost-popular-automations
Formstack Forms + Clio Integration

Create Clio contact for new Formstack Forms response

When someone completes your Formstack Forms, a new contact is automatically created in your Clio. This way, you can quickly follow up with the response and turn them into a customer!

Plus, all of the information from the Formstack Forms is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Formstack Forms - Clio integration set up makes it easy to manage your customer relationships and grow your business.
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Activate
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Clio + Formstack Forms flow

Law firms use these flows to schedule meetings, track expenses, notify staff, and archive client documents. Pick a combination and activate it in one click.

Formstack Forms
Clio
+
Google CalendarGoogle Calendar (3)
+
ClioClio (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
SlackSlack (3)
+
GmailGmail (3)
+
Google DriveGoogle Drive (3)
F
C
G
Create a Clio matter from every Formstack Forms submission, and add a consultation entry in Google Calendar
Form submissions appear in Clio as new matters while scheduling the client consultation in Google Calendar automatically.
F
G
C
When a Form is added in Formstack Forms, create a calendar reminder in Google Calendar and assign a task list in Clio
New intake forms trigger calendar reminders and matter task lists immediately.
C
G
C
Create a Clio communication record for every updated Google Calendar entry tied to a Formstack Forms submission
Calendar schedule changes update communication logs in Clio automatically.

Supported triggers and actions for Formstack Forms and Clio

Mix and match to build the exact automation you need

Formstack Forms
Formstack Forms Triggers & Actions
Instant
Submission is done in Formstack Forms
Triggers the automation when a new submission is received
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Form is added in Formstack Forms
Triggers the automation when a new form is added
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Create submission for a form in Formstack Forms
Generates a new form submission
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Clio
Clio Triggers & Actions
Instant
Contact is created in Clio
Triggers the automation when a new contact is created
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Instant
Task is created in Clio
Triggers the automation when a new task is created
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Instant
Matter is created in Clio
Triggers the automation when a new matter is created
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Instant
Communication is created in Clio
Triggers the automation when a new communication is created
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Instant
Bill state is updated in Clio
Triggers the automation when a bill state has been updated
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Instant
Task status has updated in Clio
Triggers the automation when a Task status has been updated
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Instant
Calendar entry is created in Clio
Triggers the automation when a new calendar entry is created
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Instant
Matter status has updated in Clio
Triggers the automation when the status of a particular matter is updated
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Matter note is created in Clio
Triggers the automation when a new note is added to any matter
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Instant
Activity is created in Clio
Triggers the automation when a new activity is created
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Instant
New bill is created in Clio
Triggers the automation when a new bill is raised
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Document is created in Clio
Triggers the automation when a new document is created
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Search task by name in Clio
Finds a task by its name
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Assign task template list to matter in Clio
Generates a new communication
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Upload document in Clio
Adds a document
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Update task in Clio
Modifies an existing task
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Create communication in Clio
Generates a new communication
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Create task in Clio
Generates a new task
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Create person contact in Clio
Adds a new contact to the person database
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Update person contact in Clio
Updates contact information for a person
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Search person contact in Clio
Searches for a person contact
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Search contact by custom field in Clio
Locates and retrieves contacts using a custom field
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Create time entry (Activity) in Clio
Record and track time spent on a activity
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Update matter in Clio
Updates matter details with the latest information
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Create matter in Clio
Generates new matter
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Create matter note in Clio
Generates a note for new matters
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Create matter folder in Clio
Generates a folder for organizing matter
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Create calendar entry in Clio
Adds a new event to the calendar
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Search matter in Clio
Searches for a matter
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Create expense entry (Activity) in Clio
Record a new expense entry
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Search matter by custom field in Clio
Searches for a matter using a custom field
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Create company contact in Clio
Adds a new contact for a company into the company's contact list
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Update company contact in Clio
Updates contact information for company records
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Search company contact in Clio
Retrieves contact information for a company
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Search user in Clio
Searches for a user
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Search bill in Clio
Searches for a bill
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What can you automate with Clio + Formstack Forms?

Connect your client intake questionnaires directly to your legal practice management platform to eliminate manual work.

What you can automate?
🔄
Create legal matters from form submissions automatically
Turn every Formstack Forms submission into a new matter in Clio the moment a prospective client completes your online questionnaire. Eliminate manual data entry entirely.
📝
Capture every submitted questionnaire field
Map detailed client responses and custom questionnaire answers straight into Clio matter notes and custom fields. Your case files contain complete client histories.
🔔
Alert your intake team instantly
Send instant notifications to your legal staff via Slack or email the second a prospective client submits an intake form. Ensure rapid follow-up on every inquiry.
🔀
Route submissions based on case type
Apply different task templates or assign specific attorneys in Clio depending on the practice area selected in your Formstack Forms questionnaire.
📅
Schedule consultations upon submission
Automatically book calendar entries or set up follow-up reminders in Google Calendar whenever a new intake form is completed.
🔍
Match existing contacts to prevent duplicates
Search existing person and company contacts in Clio before creating new records, ensuring your client database remains clean and organized.
📁
Provision folders and document storage
Automatically set up dedicated matter folders and upload attached intake documents to cloud storage the moment a form is submitted.
💬
Connect notifications to Slack and email
Extend your intake workflow by posting summaries to team communication channels in Slack while archiving records securely.
And much more...

Who is Clio + Formstack Forms integration for?

Law firms, legal professionals, and practice administrators use this integration to streamline client intake, eliminate manual data entry, and keep matters updated effortlessly.

Managing Partners
Managing Partners
Intake Specialists
Intake Specialists
Legal Project Managers
Legal Project Managers
Practice Administrators
Practice Administrators
Associate Attorneys
Associate Attorneys
Compliance Officers
Compliance Officers
📈
Managing Partners
You review intake metrics and financial reports to guide firm growth, but your pipeline numbers are always stale because intake staff fall behind on data entry — this integration means every new submission lands in your practice platform instantly and your reports stay current.
⚡
Intake Specialists
You need to contact prospective legal clients immediately upon inquiry, and you find out about web leads too late because forms sit in an inbox — automating both apps means every form submission triggers a matter instantly and your response times drop.
📋
Legal Project Managers
You answer to firm partners and clients who want immediate visibility into case progress, but tracking setup requires constant manual updates — connecting these apps means every new submission provisions folders and tasks automatically.
🏢
Practice Administrators
The volume of client intake questionnaires is too high for anyone to keep up by hand, leading to missing client records and errors — automating both apps means client submissions map directly into matters without manual copying.
⚖️
Associate Attorneys
You own case preparation and depend on intake staff to hand over client details before consultations, but handoffs get delayed — this integration means every questionnaire submission creates your task list and calendar entry simultaneously.
📁
Compliance Officers
You need a reliable history of all client communications and intake documents, but manual filing leaves frequent audit gaps — automating both apps means every submission and document is logged accurately in your practice management system.
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Why choose Integrately to automate Formstack Forms + Clio

Build and manage your Formstack Forms + Clio automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Formstack Forms + Clio with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Clio to Formstack Forms?
Frequently Asked Questions
You can connect Clio to Formstack Forms in 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows linking Clio, Formstack Forms, Slack, Gmail, and Google Drive effortlessly.
Can I automatically create a Clio matter from a Formstack Forms submission?
Frequently Asked Questions
Can I connect Clio, Formstack Forms, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Clio and Formstack Forms?
Frequently Asked Questions
How does Clio handle contact and matter data in integrations?
Frequently Asked Questions
Can Formstack Forms trigger workflows across multiple legal tools?
Frequently Asked Questions
Do I need coding skills to automate Clio and Formstack Forms?
Frequently Asked Questions
Is the Clio and Formstack Forms integration free?
Frequently Asked Questions
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