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Feature Requests

Category

      • Team
      • Translation
      • 3rd Party Integration
      • Website Integration
      • Emailing
      • Scheduling style
      • Calendar
      • Customization
      • Analytics
      • Intake form
      • Payments
      • SMS
      • Mobile
      • Clio
      • Uncategorized
Send select intake form answers to Clio's Contacts
Send select intake form answers such as "Address" or "Who referred you to us?" to Clio's Contacts section.
0
Sending intake form information to Clio Manage's Contact
Information collected from the intake form can be automatically sent to Clio Manage's Contact
0
Clio Grow integration
Note: this feature request was created to track interest. Currently it isn't possible to integrate with Clio Grow as they do not have an API. I've heard that this may be on their eventual roadmap, but was not given any details.
0
Linking appointment to matter in clio
0
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