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Box + Clio

Box + Clio

Box + Clio integrations

Upload new Box files as documents to matter in Clio

This workflow, initiated with a new file in Box, uploads your document into the Clio app under Matter. It streamlines document management, ensuring all recent files are instantly available for your cases. You no longer need to manually transfer files between platforms, saving you time and ending the risk of overlooking important documents. This automation enhances organization across your services and institutes an efficient document handling process.

  1. When this happens...
    New File
    New File
    New FileTriggers when you add a new file to a folder.
  2. automatically do this!
    Upload Document to Matter
    Upload Document to Matter
    Upload Document to MatterUpload document to matter.
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More things you can do with Box and Clio

Discover other triggers and actions you can use with Box and Clio

  • Box triggers, actions, and search
    New Comment

    Triggers when someone comments on a file in a folder you own/collaborate on.

    Trigger
    Polling
    Try It
    • Folder
      Required
    • Share
    Trigger
    Polling
    Try It
    • File ID
      Required
    • Access Level
    • Expiration Date
    Action
    Write
  • Box triggers, actions, and search
    Event

    Triggers when a new event is performed (this is the activity stream).

    Trigger
    Polling
    Try It
    • File ID
      Required
    • Template Key
      Required
    • Metadata (JSON Object)
      Required
    Action
    Write
    • Folder ID
      Required
    • Access Level
    • Expiration Date
    Action
    Write
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About Box
Box lets you keep all your businesses files in one place for simple online collaboration.
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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.
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