This plugin hasn’t been tested with the latest three major releases of WordPress. It may no longer be maintained or supported and may have compatibility issues when used with more recent versions of WordPress.

Contributors: tripgrass

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

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

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Contributors and Developers

“Contributors: tripgrass” is open source software. The following people have contributed to this plugin.

Contributors

Change Log

1.0

Version 1