內容簡介
Bridge for Clio 外掛可將您的 WordPress 網站與 Clio 帳戶連接，讓您能直接從網站中獲取和捕捉 Clio 數據。此外掛的功能模組化，方便用戶根據需求啟用或禁用。
【主要功能】
• Insights Dashboard：在 WP 控制台顯示 Clio 帳戶摘要
• Contact Form Lead Capture：自動同步聯絡表單提交至 Clio
• 支援多種表單外掛：兼容 Contact Form 7、Gravity Forms 等
外掛標籤
開發者團隊
原文外掛簡介
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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.
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