Description
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:
Installation
- 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.
Reviews
There are no reviews for this plugin.
Contributors & Developers
“Contributors: tripgrass” is open source software. The following people have contributed to this plugin.
Contributors
Translate “Contributors: tripgrass” into your language.
Interested in development?
Browse the code, check out the SVN repository, or subscribe to the development log by RSS.
Changelog
1.0
Version 1