ChatGPT (OpenAI) + Clio

Create ChatGPT conversations from new Clio activities

Stay on top of your law firm's activities and streamline communication with this Clio and ChatGPT integration. Every time there's a new activity in Clio, this workflow will create a conversation in ChatGPT, making it easy to keep all team members informed and up-to-date. Improve collaboration and maintain case records effortlessly with this simple automation.

When this happens...
New Activity
Triggers when a new activity is created.
TriggerInstant
automatically do this!
Conversation (Legacy)
Sends a Chat to OpenAI and generates a Completion, optionally storing messages as we do. Powered by Chat Completions API.
ActionWrite

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Supported triggers and actions

New Activity
Triggers when a new activity is created.
Trigger
Instant
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Bill State Updated
Triggers when the state of a bill has changed.
Trigger
Instant
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New Communication
Triggers when a new communication is created.
Trigger
Instant
Try It
New Document
Triggers when a new document is created.
Trigger
Polling
Try It
- EventRequired
Trigger
Instant
Try It

New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- Matter IDRequired
- Task Template ListRequired
- Notify AssigneesRequired
- Due At
Action
Write

- SummaryRequired
- Description
- Location
- Starts at:Required
- Ends at:Required
- All Day Event
- Send Email Notification
- CalendarRequired
- Contact Attendee
- Matter
Action
Write
- Company NameRequired
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- NameRequired
- MatterRequired
Action
Write
- Note SubjectRequired
- Note DetailRequired
- MatterRequired
- Date
Action
Write
- NameRequired
- DescriptionRequired
- Type of AssigneeRequired
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Assignee
- Notify Completion
- Statute of Limitations
Action
Write
- Clio Contact ID #Required
- Prefix
- First name
- Middle name
- Last name
- Title
- Date of Birth
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
- Company
Action
Write
- Task IDRequired
- Name
- Description
- Type of AssigneeRequired
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Completion
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search Type
- Search ValueRequired
Action
Search
- Search Type
- Search ValueRequired
Action
Search
Find Matter by Custom Field
Find newest matter by custom field.
Action
Search
- Search ValueRequired
Action
Search
- Search Type
- Search ValueRequired
- ClientRequired
- Group
- Client Reference
- Matter DescriptionRequired
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
Action
Search or write
- Message
- ImagesRequired
- Max Tokens
Action
Write
- Text to Be AnalyzedRequired
- ModelRequired
- Analysis TypeRequired
- Info 1
Action
Write
- User MessageRequired
- ModelRequired
- Use Latest Stable Version
- Memory Key
- User Name
- Assistant Name
- Assistant Instructions
- Max Tokens
- Temperature
- Top P
- Info 2
Action
Write
- Text to Be ClassifiedRequired
- CategoriesRequired
- ModelRequired
- Max Tokens
- Temperature
- Top P
Action
Write
- Model
- Name
- Description
- Instructions
- Tools
- New Files
- Existing Files
- Vector Store
- Metadata
Action
Write
- FileRequired
- Prompt
- Response Format
- Language of the Audio
Action
Write
- Unstructured TextRequired
- ModelRequired
- DescriptionRequired
- Values to ExtractRequired
Action
Write
- PromptRequired
- Model
- User
Action
Write
- Text to Be SummarizedRequired
- ModelRequired
- Max Tokens
- Temperature
- Top P
Action
Write
- FileRequired
- Prompt
- Response Format
- Temperature
Action
Write
- Recipient NameRequired
- Recipient EmailRequired
- From NameRequired
- Email PromptRequired
- ToneRequired
- Body TypeRequired
- Info 3
- ModelRequired
- Max Tokens
- Temperature
- Top P
Action
Write
- Name To Search ForRequired
Action
Search
- QueryRequired
- DocumentsRequired
Action
Search
- Filename To Search ForRequired
- File Purpose To Search For
- FileRequired
- Purpose
Action
Search or write

New Bill
Triggers when a new bill is created.
Trigger
Instant
Try It
New Calendar Entry
Triggers when a new calendar entry is created.
Trigger
Instant
Try It
- Contact Type
Trigger
Instant
Try It
New Matter
Triggers when a new matter is created.
Trigger
Instant
Try It
New Matter Note
Triggers when a new matter note is created.
Trigger
Polling
Try It
Task Status Updated
Triggers when the status of a task has changed.
Trigger
Instant
Try It
- Clio Contact ID #Required
- Company Name
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- Matter
- Date of Communication
- SubjectRequired
- BodyRequired
- Type of CommunicationRequired
- Type of Recipient
- Type of Sender
Action
Write
- Expense Category
- Description
- DateRequired
- Price
- Matter
- Matter Note
- User
Action
Write
- ClientRequired
- Group
- Client Reference
- Matter DescriptionRequired
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
Action
Write
- Prefix
- First nameRequired
- Middle name
- Last nameRequired
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Write
- Activity Category
- Description
- DateRequired
- Time
- Price
- Matter
- Matter Note
- User
Action
Write
- MatterRequired
- Client
- Client Reference
- Matter Description
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
Action
Write
- DocumentRequired
- MatterRequired
Action
Write
- Invoice Number
- Matter Id
- Client Id
Action
Search
Find Contact by Custom Field
Find newest contact by custom field.
Action
Search
- Client EmailRequired
Action
Search
- Search Type
- Search ValueRequired
Action
Search
- Search Type
- Search ValueRequired
- Company NameRequired
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Search or write
- Search Type
- Search ValueRequired
- Prefix
- First nameRequired
- Middle name
- Last nameRequired
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Search or write
- Message
- ImageRequired
- Max Tokens
Action
Write
- Text to Be AnalyzedRequired
- Info 1
- Max Tokens
- ModelRequired
- Temperature
Action
Write
- Copy
- Moderation ModelRequired
- Text to be classifiedRequired
Action
Write
- ModelRequired
- User MessageRequired
- Instructions
- Memory Key
- Images
- File Clarification
- Files
- Max Tokens
- Tools
- Response Format
- Tool Choice
- Info 2
Action
Write
- MessageRequired
- Assistant
- Assistant Name
- Assistant Instructions
- Model
- Tools
- Conversation ID
- New Files
- Existing Files
- Response Instructions
Action
Write
- Name
- New Files
- Existing Files
- Metadata
Action
Write
- Unstructured TextRequired
- ModelRequired
- DescriptionRequired
- Values to ExtractRequired
Action
Write
- Info 1
- Info 2
- ModelRequired
- PromptRequired
- Temperature
- Maximum Length
- Stop Sequences
- Top P
- Frequency Penalty
- Presence Penalty
Action
Write
- Info 1
- Info 2
- ModelRequired
- TextRequired
- VoiceRequired
- Response Format
- Speed
Action
Write
- FileRequired
- Purpose
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Filename To Search ForRequired
- File Purpose To Search For
Action
Search
- Name To Search ForRequired
- Model
- Name
- Description
- Instructions
- Tools
- New Files
- Existing Files
- Vector Store
- Metadata
Action
Search or write

About ChatGPT (OpenAI)

ChatGPT is an AI tool built by OpenAI that enables conversational automation.

Learn more

Related categories

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)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

ChatGPT (OpenAI) + Clio

Create ChatGPT conversations from new Clio activities

New Activity

Bill State Updated

New Communication

New Document

Matter Status Updated

New Task

Assign Task Template List

Create Calendar Entry

Create Company Contact

Create Matter Folder

Create Matter Note

Create Task

Update Person Contact

Update Task

API Request (Beta)

Find Company Contact

Find Matter

Find Matter by Custom Field

Find User

Find or Create a Matter

Analyze Images

Analyze Text

Conversation (Legacy)

Classify Text (Legacy)

Create Assistant

Create Transcription

Extract Structured Data (Legacy)

Generate An Image

Summarize Text (Legacy)

Create Translation

Write an Email

Find Assistant

Search Embeddings

Find or Create File

New Bill

New Calendar Entry

New Contact

New Matter

New Matter Note

Task Status Updated

Update Company Contact

Create Communication

Create Expense Entry (Activity)

Create Matter

Create Person Contact

Create Time Entry (Activity)

Update Matter

Upload Document to Matter

Find Bill

Find Contact by Custom Field

Find Newest Matter by Client Email

Find Person Contact

Find or Create Company Contact

Find or Create Person Contact

Analyze Image Content With Vision (Legacy)

Analyze Text Sentiment (Legacy)

Check Moderations

Conversation

Conversation With Assistant (Legacy)

Create Vector Store

Extract Structured Data

Send Prompt

Convert Text to Speech

Upload File

API Request (Beta)

Find File

Find or Create Assistant

About ChatGPT (OpenAI)

Related categories

About Clio

Related categories

Similar apps

Zapier Interfaces