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 81 possible integrations. Are you ready to find your productivity superpowers?

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Connect Batchbook + Clio in Minutes

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

All Triggers & Actions

New Company

Triggered when you add a new company.

New User

Triggered when you add a new user.

Update Company Contact

Updates an existing company contact.

Create Communication

Creates a new communication.

Create Expense Entry (Activity)

Creates a new expense entry.

New Person

Triggered when you add a new person.

Assign Task Template List

Assign a Task Template List.

Create Calendar Entry

Creates a new calendar entry.

Create Company Contact

Creates a company contact.

Create Matter Folder

Creates a new folder in a matter.

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