Clio Grow

外掛說明

Clio Grow is a law firm CRM and client intake software. It helps law firms keep track of all their potential clients, and intake them with ease using powerful online tools to collect information and e-sign documents.

The Clio Grow plugin for WordPress enables law firms who use Clio Grow to automatically capture leads from their website or blog into the Clio Grow CRM system. Visit https://clio.com for more information.

安裝方式

Installing the Clio Grow plugin can be done either by searching for Clio Grow via the Plugins > Add New screen in your WordPress dashboard, or by using the following steps:

  1. Download the plugin via WordPress.org
  2. Upload the ZIP file through the Plugins > Add New > Upload screen in your WordPress dashboard
  3. Activate the plugin through the Plugins menu in WordPress

常見問題集

How does this plugin work?

This plugin replaces the contact form on your WordPress website or blog. When a web visitor fills out the form, the data is automatically submitted to your Inbox in the Clio Grow law firm CRM. The purpose is to make it easier to track and manage incoming leads, and help you convert them into new clients. For more information, visit https://clio.com

Who is this plugin for?

Clio Grow is built exclusively for law firms, and this plugin is intended to be used solely by customers of the Clio Grow CRM and client intake software.

Can I use this plugin without using Clio Grow?

No, you must be a Clio Grow user to use the plugin.

使用者評論

2019 年 3 月 12 日
This is a disappointing plugin. My clients, lawyers who use the Clio CRM and Clio Grow, wanted to use this form so that when their clients completed a contact form on their website the information would be integrated into their Clio CRM. Unfortunately, the options are few for capturing other than basic information and customizing it for other than the basic WordPress themes is difficult. The plugin is not tested with newer versions of WordPress and doesn't appear to be updated regularly. Disappointing.
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變更記錄

1.0

  • 2018-11-05
  • Initial release