Citrix ShareFile
When this happens...
Citrix ShareFileCreate Folder

Every new matter you create generates volumes of files. Stay focused on the work at hand by setting up this automation. From then on, Zapier will watch for new Clio matters and automatically add corresponding folders to your ShareFile, keeping your clients and documentation organized effortlessly.

How It Works

  1. A new matter is created on Clio
  2. Zapier automatically creates a new folder for the client on Sharefile

What You Need

  • ShareFile account
  • Clio account

Why Zapier?


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

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

Triggers when a new file is added to the chosen folder.

Create Folder

Creates a folder in the chosen folder. If home is chosen will create a folder in the home directory.

New Task

Triggers when a new task is created.

Create Client User

Creates a ShareFile user with the given information.

New Matter

Triggers when a new matter is created.

Upload File

Allows user to upload a file to the selected folder.

New Contact

Triggers when a new contact is created.

Create Task

Creates a new task.

New Client

Triggers when a new client is created.

Create Matter

Creates a new matter.

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Citrix ShareFile is an enterprise "follow-me" data solution that makes it easy for users to store, sync and share data securely from any device, anywhere!

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