You can connect your site's Contact Form with your Clio account. Readers who submit information through your Contact Form will then appear as tasks and contacts in your Clio account. This document explains how to configure the Clio tool in your site administration area.
Before you start
- Create a Clio account.
- Make note of your Clio User ID.
- On your site, you'll need a user account with an Administrator role.
- Verify with LexBlog that your Contact Form is ready to integrate with Clio.
- Your site must be on a Professional, Boutique or Full Service plan.