AFI
Clio
Clio is a legal practice management platform. Advanced Form Integration sends form submissions to Clio, so every form entry on your WordPress site can create or update records automatically without manual data entry.
What you’ll need
- An active Clio account.
- A Clio OAuth2 app (see below).
- The Advanced Form Integration plugin installed and activated.
Create a Clio OAuth2 app
Clio uses OAuth2 for API access. You need to register an app to get a Client ID and Client Secret.
- Sign in to the Clio developer portal and create a new OAuth2 application.
- Copy the Redirect URI shown in the AFI Clio settings tab and paste it into the app’s allowed redirect URIs.
- Note the Client ID and Client Secret.
- Paste them in AFI → Settings → Clio and click Save & Authorize. After consent, AFI stores the token and refreshes it automatically.
Create the integration
- Go to AFI → Add New.
- Give the integration a name, for example
Form to Clio. - Under Trigger, pick the form plugin and the specific form you want to listen on.
- Under Action → Platform, select Clio.
- In Task, choose Create Contact.
- Pick the saved account in the Clio Account dropdown.
- Map your form fields onto the Clio fields listed below.
- Optional: open Conditional Logic to limit which submissions are sent.
- Click Save Integration.
Tasks supported
Create Contact
Creates a new contact record. The contact appears in your dashboard immediately.
| Field | Field key | Required | Notes |
|---|---|---|---|
| Description | description |
No | Looks up (or creates |
| Practice Area | practiceArea |
No | Open / Pending / Closed |
| Open Date | openDate |
No | YYYY-MM-DD |
| Matter Number | displayNumber |
No | Work / Home / Other |
| Phone | phone |
No | Work / Home / Mobile |
| Type | type |
No | Person or Company |
| Company | company |
No | |
| Job Title | jobTitle |
No | |
| Street | street |
No | |
| City | city |
No | |
| State / Province | province |
No | |
| Postal / Zip | postal |
No | |
| Country | country |
No | |
| Website | website |
No | |
| Note | note |
No |
Pro features
The Pro integration extends the free base with additional field mapping, custom field support, and other enhancements. Pro uses the same connection and tasks as the free version, so your existing integrations keep working.
| Feature | Free | Pro |
|---|---|---|
| Standard tasks | ✅ | ✅ |
| Standard field mapping | ✅ | ✅ |
| Custom field mapping | Limited | ✅ |
| Additional task variants | Limited | ✅ |
Conditional logic example
Only send data to Clio when the form’s email field is not empty, so test submissions or incomplete entries do not create records. Add a condition: Email is not empty.
Troubleshooting
Nothing arrives in Clio
Open AFI → Log and find the most recent entry for this integration. AFI stores the request it sent and the raw response it got back. If there is no log entry at all, the trigger never fired: re-check the form selection and submit a real test entry from the front end.
Connection lost
The OAuth2 token may have expired or been revoked. Return to AFI → Settings → Clio and click Re-authorize to refresh the connection.