Bridge for Clio

外掛說明

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Bridge for Clio connects your WordPress site to your Clio account, allowing you to surface and capture Clio data directly from your website. Features are organized into Bridges, modular integrations that can be enabled or disabled individually.

Bridges (current)

• Insights Dashboard: Displays a summary of your Clio account in your WP dashboard, including: total contacts, new contacts this month, active matters, and tasks due this week.
• Contact Form Lead Capture: Automatically syncs contact form submissions to Clio as contacts. Supports native shortcode ([clio-contact-form]), Contact Form 7, Gravity Forms, WPForms, Ninja Forms, and Formidable Forms. Optionally integrates with Clio Grow via lead inbox token.

Bridges (considering)

• Client Portal
• Payments
• Appointments and Calendar
• Documents
• Any Requests? Email me.

External Services

This plugin connects to the Clio API to read and write legal practice management data on your behalf.

Data sent includes OAuth credentials during authentication and contact/matter/task data during API requests. Requests are only made when the plugin is connected to Clio and a Bridge is active.

• Clio Terms of Service
• Clio Privacy Policy