Purpose-built for legal professionals. Connect Paxform with Clio practice management software to automate client intake, matter creation, and document management for law firms.
Build By
Clio
Visible On
Paxform
Pricing
Free and paid subscriptions available
Supported Languages
English, French, German, Japanese, Portuguese, Spanish
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The Paxform Clio integration is specifically designed for law firms and legal professionals, seamlessly connecting form submissions to Clio’s comprehensive practice management platform. Every client intake form, case inquiry, or document submission automatically creates or updates Clio records, enabling attorneys and staff to focus on legal work rather than administrative data entry.
This integration is essential for law firms committed to Clio for practice management who want to modernize client intake, automate matter creation, and maintain organized case files. By eliminating manual data transfer between forms and Clio, firms reduce intake time, minimize errors, and provide clients with a more professional, responsive experience from first contact through case resolution.
- Connect to Clio
Authenticate Paxform with your Clio account using secure OAuth. Grant appropriate permissions for contacts, matters, documents, and other Clio resources.
- Configure Matter & Contact Mapping
Define how form fields populate Clio contacts, matter details, custom fields, and practice areas. Set up templates for different case types or intake scenarios.
- Set Up Document Management
Configure automatic document upload to Clio, organizing files by matter, document type, or custom folder structures that match your firm’s organization.
- Automatic Clio Record Creation
When forms are submitted, Paxform automatically creates contacts, matters, tasks, and documents in Clio, maintaining comprehensive case records from initial client contact.
Client Intake & Conflict Checking
Streamline new client onboarding with automated Clio contact and matter creation.
- Create Clio contact records from client intake forms immediately
- Capture complete client information for conflict checking
- Generate matter records with case details and practice area
- Assign matters to appropriate attorneys based on expertise
- Store engagement letters and retainer agreements in matter files
- Trigger conflict check workflows automatically
- Set up billing arrangements in Clio from form selections
Case Inquiry Management
Handle prospective client inquiries efficiently through Clio lead tracking.
- Create Clio contacts for prospective clients from inquiry forms
- Log case details and practice area of interest
- Assign intake coordinator or attorney for follow-up
- Track consultation requests and scheduling
- Monitor conversion rates from inquiry to engagement
- Store initial case documents and correspondence
- Manage intake pipeline through Clio reporting
Document Collection & Management
Organize case documents collected through forms directly into Clio matter files.
- Upload client-submitted documents to appropriate Clio matters
- Categorize documents by type (contracts, evidence, correspondence)
- Maintain organized matter document structure
- Enable attorney and staff access to case files
- Track document version history in Clio
- Support secure client portal document submissions
- Implement document retention policies
Billing & Time Tracking
Capture billable activities and expenses from forms for accurate client billing.
- Record time entries in Clio from activity tracking forms
- Log expenses and disbursements for matter billing
- Apply appropriate billing rates based on attorney or activity
- Track trust account transactions and payments
- Generate retainer invoices from client intake forms
- Monitor matter budgets and fee arrangements
- Support various fee structures (hourly, flat fee, contingency)
Court & Deadline Tracking
Manage critical dates and court appearances through Clio calendar integration.
- Create Clio calendar events from court appearance forms
- Set deadline reminders for filing requirements
- Track statute of limitations dates
- Schedule client meetings and consultations
- Coordinate attorney availability and conflicts
- Generate calendar-based task lists
- Send automatic reminders to attorneys and clients
Witness & Expert Management
Maintain organized records of witnesses, experts, and case contacts.
- Create Clio contact records for witnesses from intake forms
- Store witness statements and deposition details
- Track expert witness engagements and reports
- Maintain contact information for all case parties
- Link witnesses to relevant matters
- Store expert credentials and qualifications
- Track communication history with case contacts
Discovery & Evidence Management
Organize discovery requests and evidence collection in Clio matter files.
- Log discovery requests and responses
- Store evidence files with proper categorization
- Track chain of custody for physical evidence
- Maintain privilege logs and work product
- Organize depositions and transcripts
- Link evidence to specific issues or claims
- Support litigation timelines and case chronologies
Settlement & Resolution Tracking
Document settlement negotiations and case resolution in Clio.
- Record settlement offers and counteroffers
- Store settlement agreements and release documents
- Track settlement payment schedules
- Log mediation and arbitration details
- Document case outcomes and resolutions
- Maintain closed matter files with resolution details
- Generate closure letters and final billing
Purpose-built integration for law firms, seamlessly connecting Paxform client intake and case management forms to Clio’s comprehensive legal practice management platform.
- Client Contact Creation: Automatically generate Clio client contact records from intake forms
- Conflict Checking: Provide complete information for ethical conflict screening
- Contact Types: Distinguish between clients, prospects, opposing parties, and referral sources
- Relationship Tracking: Link related contacts (family members, co-defendants, etc.)
- Contact History: Maintain complete communication and matter history
- Custom Fields: Populate law firm-specific custom contact fields
- Contact Import: Support bulk contact imports for referral sources
- Contact Deduplication: Identify and merge duplicate contact records
- Automatic Matter Creation: Generate new matters from case intake forms
- Matter Details: Populate matter descriptions, case numbers, and filing dates
- Practice Area Assignment: Categorize matters by legal practice area
- Matter Type: Distinguish between case types (litigation, transactional, etc.)
- Court Information: Record court, judge, and case number details
- Statute of Limitations: Track critical deadline dates
- Responsible Attorney: Assign primary and secondary attorneys to matters
- Originating Attorney: Track referral sources and marketing attribution
- Matter Status: Set and track matter status through lifecycle
- Automatic Upload: Upload form submissions and attachments to Clio documents
- Matter Filing: Organize documents within appropriate matter folders
- Document Categories: Categorize by type (pleading, correspondence, evidence, etc.)
- Version Control: Maintain document version history in Clio
- Document Templates: Generate documents from templates using form data
- Email Integration: Store form confirmations in matter email threads
- Secure Storage: Leverage Clio’s secure document storage
- Client Portal: Enable client access to documents through Clio portal
- Document Tagging: Apply metadata tags for enhanced searchability
- Task Creation: Generate follow-up tasks automatically from form submissions
- Task Assignment: Assign tasks to attorneys, paralegals, or support staff
- Due Date Calculation: Set task deadlines based on case rules or firm standards
- Court Dates: Create calendar events for hearings and appearances
- Consultation Scheduling: Book client consultations in Clio calendar
- Deadline Tracking: Monitor critical deadlines and filing dates
- Task Templates: Apply standard task lists for matter types
- Recurring Tasks: Set up recurring matter management activities
- Reminder Configuration: Configure task and deadline reminder alerts
- Time Entry Creation: Log billable time from activity tracking forms
- Activity Codes: Categorize time by activity type (court, research, drafting)
- Billing Rates: Apply appropriate hourly rates by attorney or activity
- Expense Recording: Log case-related expenses and disbursements
- Trust Accounting: Track trust account deposits and draws
- Flat Fee Matters: Support alternative fee arrangements
- Time Entry Notes: Include detailed descriptions of work performed
- Timer Integration: Start/stop timers from form interactions
- Retainer Invoices: Generate invoices for retainer payments
- Progress Billing: Create invoices based on work completed
- Payment Recording: Log payments received through forms
- Trust Transfers: Move funds from trust to operating accounts
- Fee Agreements: Store fee arrangement details in matters
- Billing Preferences: Set client billing preferences and schedules
- LEDES Billing: Support corporate LEDES billing formats
- Payment Plans: Set up installment payment arrangements
- Custom Field Mapping: Populate any Clio custom field from form data
- Practice Area Codes: Assign appropriate legal practice area codes
- Matter Custom Fields: Capture case-specific information
- Contact Custom Fields: Store client-specific custom data
- Field Validation: Ensure data meets Clio field requirements
- Conditional Fields: Map different form fields based on case type
- Date Fields: Handle date fields with proper formatting
- Picklist Values: Match form selections to Clio picklist options
- Communication Logs: Record client communications in Clio
- Internal Notes: Add staff notes to matters and contacts
- Email Integration: Link form submissions to Clio email threads
- SMS Logging: Track text message communications with clients
- Phone Call Notes: Log phone consultation details
- Communication Tracking: Maintain complete communication history
- Privileged Communications: Mark communications as privileged
- Intake Workflows: Automate client intake process through Clio
- Matter Workflows: Trigger matter-specific workflow templates
- Approval Routing: Route documents for attorney review
- Status Updates: Update matter status automatically based on milestones
- Task Automation: Create standard task sequences for matter types
- Email Automation: Trigger Clio email templates from form events
- Calendar Automation: Schedule recurring calendar items
- Portal Document Sharing: Share form submissions with clients via Clio portal
- Secure Messaging: Enable secure client communication
- Invoice Access: Provide clients with invoice and payment access
- Document Requests: Request documents from clients through portal
- Portal Forms: Embed Paxform forms in Clio client portal
- Case Updates: Share case status updates with clients
- Payment Processing: Enable online payment through portal
- Referral Attribution: Track how clients found your firm
- Referral Contacts: Maintain referral source contact database
- Conversion Tracking: Monitor lead-to-client conversion rates
- Marketing ROI: Measure effectiveness of marketing channels
- Referral Thank You: Trigger acknowledgment communications
- Referral Fees: Track referral fee arrangements where applicable
- Conflict Checking: Provide data for ethical conflict screening
- Trust Compliance: Support trust accounting compliance requirements
- Client Confidentiality: Maintain attorney-client privilege protections
- Audit Trail: Complete logging for ethics and compliance reviews
- Data Security: Leverage Clio’s security and compliance certifications
- Retention Policies: Support legal record retention requirements
State Bar Compliance: Meet jurisdiction-specific practice requirements
- Intake Metrics: Track client intake volume and sources
- Matter Statistics: Analyze matter types and practice area distribution
- Time Analysis: Report on billable vs. non-billable time
- Revenue Reporting: Track matter revenue and profitability
- Pipeline Reporting: Monitor prospective client pipeline
- Conversion Rates: Measure consultation-to-engagement conversion
- Marketing Attribution: Analyze lead source effectiveness
- OAuth Authentication: Secure connection using Clio OAuth
- Role-Based Permissions: Respect Clio user roles and access levels
- Matter Security: Honor matter-level security restrictions
- Data Encryption: Encrypted data transmission to Clio
- Audit Logging: Complete record of all Clio integration activities
- IP Restrictions: Support law firm IP whitelisting requirements
Two-Factor Authentication: Leverage Clio 2FA for enhanced security
- Sync Dashboard: Real-time visibility into Clio synchronization status
- Error Notifications: Immediate alerts for failed Clio record creation
- Validation Messages: Clear feedback about data format issues
- Legal-Specific Support: Integration support understanding legal workflows
- Training Resources: Documentation tailored for legal professionals
- Integration Health: Monitor Clio API connection status
- Manual Retry: Administrator ability to retry failed syncs
