Batchbook

Batchbook + Clio Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Batchbook and Clio, with as many as 69 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Batchbook + Clio and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Task

Triggers when a new task is created.

Create Task

Creates a new task.

New Matter

Triggers when a new matter is created.

Create Matter

Creates a new matter.

New Contact

Triggers when a new contact is created.

Create Person Contact

Creates a person contact.

New Person

Triggered when you add a new person.

Create Person

Adds a new person.

New Company

Triggered when you add a new company.

Create Company

Adds a new company.

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Batchbook is a social CRM. It has all the standard features of a CRM plus it can take in Twitter streams, Facebook updates, RSS feeds and more.

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.

See Clio Integrations