Lead-to-Clio integrates your WordPress Blog with your Clio Account – automatically creating tasks and contacts for new leads.
| Author: | Trip Grass (profile at wordpress.org) |
| WordPress version required: | 3.0.1 |
| WordPress version tested: | 3.4.2 |
| Plugin version: | 1.0 |
| Added to WordPress repository: | 16-05-2014 |
| Last updated: | 17-04-2015
Warning! This plugin has not been updated in over 2 years. It may no longer be maintained or supported and may have compatibility issues when used with more recent versions of WordPress.
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| Rating, %: | 0 |
| Rated by: | 0 |
| Plugin URI: | http://casewave.com/Info/lead-to-clio/ |
| Total downloads: | 1 321 |
| Active installs: | 10+ |
 Click to start download |
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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:
ChangeLog