Online form that collects info, automates engagement letter, and creates Contact + Matter in Clio
By Thomas F. Officer
Template Intake + Engagement Letter Automation for Clio
Note: you must add the Clio integration to Community.lawyer to use this app.
This template performs the following actions:
- Collect data from end-user
- Populates a PDF (engagement letter) with user date, including signature
- Create Contact and Matter in Clio (the Matter includes the PDF as an attachment)