Open matters from forms

When a qualified intake arrives in MightyForms, create a matter in Clio.

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Clio Explore Clio →

Triggers

Case added or updated

Fires when a case or matter is opened or updated in Clio.

New lead

Fires when a new client lead is added in Clio.

Invoice issued

Fires when a client invoice is issued in Clio.

Actions

Create matter

Opens a new case or matter in Clio.

Create contact

Adds a client, company or contact in Clio.

Create time entry

Logs billable time against a matter in Clio.

MightyForms Explore MightyForms →

Triggers

New form response

Fires when a form is submitted in MightyForms.

Survey completed

Fires when a respondent finishes a survey in MightyForms.

Response updated

Fires when an existing response is edited in MightyForms.

Actions

Create or update form

Creates or updates a form or survey in MightyForms.

Retrieve a response

Looks up a specific form response in MightyForms.

Add a respondent

Adds a respondent or contact to a form in MightyForms.

Create contacts from intake When an intake form is submitted in MightyForms, create a contact in Clio. See details

Log time from forms When a time form is submitted in MightyForms, create a time entry in Clio. See details

See all Clio + MightyForms integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Open matters from forms” between Clio and MightyForms?

Yes — describe it in the box above and Knit's Integrations Agent researches Clio and MightyForms's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can an intake form create a matter?

Yes. When an intake form is submitted in MightyForms, Clio can create the contact and matter.

What details carry over?

Answers such as the client's name, contact details and case type map to fields in Clio.