How to Send Everest Forms Submissions to Clio

Clio is a legal practice management platform. Every Everest Forms submission should flow into Clio automatically. This guide shows how to set that up in five minutes.

The direct approach

AFI delivers form data straight from WordPress to Clio. No third-party cloud, no per-task fees, and every request is logged for troubleshooting.

What you will need

• A WordPress site with Everest Forms installed and at least one form.
• A Clio account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Clio to AFI

Clio uses OAuth 2.0 for authentication. In AFI → Settings → Clio, click Authorize and grant access. This is a one-time step.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it Everest Forms to Clio.

2. Pick your trigger

Select Everest Forms as the form provider and choose the form you want to connect. AFI detects the fields automatically.

3. Select Clio as the destination

Choose Clio from the platform dropdown and pick Add Contact. This creates a contact in Clio.

4. Map fields

Match each Clio field on the left to the corresponding Everest Forms field on the right. You can also use smart tags like {{_submission_date}} and {{utm_source}}.

5. Add conditions if needed

Only want to send certain submissions? Set up a conditional rule based on any form field value.

6. Save and test

Click Save Integration. Fill out your Everest Forms form and submit. Check Clio to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

The free version maps name, email, and phone to Clio with unlimited submissions. Pro adds custom field mapping. No per-submission fees on any plan.

Frequently asked questions

Do I need coding skills?

No. Everything is configured through a visual interface, including field mapping.

Will adding this slow down my form?

No. AFI sends data to the destination after the form submission completes. Your visitors see the normal confirmation message without any delay.

Can I connect multiple forms?

Yes. Create a separate integration for each form, or send one form to multiple platforms.

Get started

Install Advanced Form Integration free from WordPress.org and connect Everest Forms to Clio in minutes.