Sharraxaad
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:
Rakibaad
- Upload
Lead-to-Cliofolder to the/wp-content/plugins/directory- Activate the plugin through the ‘Plugins’ menu in WordPress
- On the ‘Lead-to-Clio’ Settings page (found from your WordPress dashboard) – click on the “Authorize Clio” link.
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1.0
Version 1