Search by ID or Wildcard (name, email or phone number).

Search by ID or Wildcard (number, display number, description, or client name).

Search by number, display number, description, or client name.

Search by ID or Wildcard (first name, last name, email or phone number).

Client Reference string for external uses.

Clio ID# of the attorney responsible for this matter

Users without advanced tasks are only allowed to select Complete or Pending

Make sure your Clio account has access to this feature, you Zap will fail if not

Percentage of the budget when it starts notifying users.

Determine whether to notify users when the matter reaches the notification threshold.

Will this task be assigned to one of your Clients/Contacts, or a fellow Clio User?

API docs for Clio are located here http://api-docs.clio.com/v2/

Requests can only be made to domains associated by this application.

These params will be URL-encoded and appended to the URL when making the request.

Authentication headers are included automatically

Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.

Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, `{"foo": "bar"}` is perfectly valid.

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.

Streamline your law firm's matter management with Clio and Zapier. Focus your efforts on connecting with clients while Zapier and Clio automatically track progress, manage billing, and analyze reports. Zapier will connect Clio to thousands of other apps so you can spend less time on administrative tasks and more time keeping your clients happy.

Here are some creative ways to use Clio with Zapier:

 Use your inbox as your client management hub. Whenever you label an email in Gmail, Zapier will create a communication in Clio. 

 Easily prioritize your daily tasks by having Zapier create a card in a Trello board whenever a new matter is created in Clio. 

 Be sure all members of your firm are on the same schedule. Zapier will create calendar entries in Clio whenever you add new events to your Google Calendar.

Clio

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