Assembly.com + Clio

Create new Assembly.com clients from new matters in Clio

Streamline your law firm workflows with this Clio to Assembly.com integration. Whenever a new matter is recorded in Clio, a client is instantly created in Assembly.com. This efficient workflow keeps your client database in line with real-time business processes, saving you the hassle of manual data entry and ensuring no client information slips through the cracks.

Streamline your law firm workflows with this Clio to Assembly.com integration. Whenever a new matter is recorded in Clio, a client is instantly created in Assembly.com. This efficient workflow keeps your client database in line with real-time business processes, saving you the hassle of manual data entry and ensuring no client information slips through the cracks.

  1. When this happens...
    ClioClio
    New Matter

    Triggers when a new matter is created.

    TriggerInstant
  2. automatically do this!
    Assembly.comAssembly.com
    Create Client

    Creates a new client.

    ActionWrite
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Supported triggers and actions

assemblycom logo
assemblycom logo

About Assembly.com

Assembly.com is a complete client communication and management solution that offers a branded and streamlined experience to businesses.
Learn more

Related categories

  • CRM (Customer Relationship Management)
clio logo
clio logo

About Clio

Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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