Clio Integrations

Do more with Clio

Zapier allows you to instantly connect Clio with 2,000+ apps to automate your work and find productivity super powers.

Connect to 2,000+ Apps

Choose an app to connect with Clio

Integrate Gmail with Clio

Gmail

Email +1Email, Google
Integrate Google Forms with Clio

Google Forms

Forms & Surveys +1Forms & Surveys, Google
Integrate Acuity Scheduling with Clio

Acuity Scheduling

Scheduling & Booking
Integrate Dropbox with Clio

Dropbox

File Management & Storage
Integrate Airtable with Clio

Airtable

Databases
Integrate Google Drive with Clio

Google Drive

File Management & Storage +1File Management & Storage, Google
Integrate Asana with Clio

Asana

Project Management
Integrate Evernote with Clio

Evernote

Notes
Integrate Cognito Forms with Clio

Cognito Forms

Forms & Surveys
Integrate Calendly with Clio

Calendly

Scheduling & Booking
Integrate Box with Clio

Box

File Management & Storage
Integrate Google Calendar with Clio

Google Calendar

Calendar +1Calendar, Google
Integrate Google Contacts with Clio

Google Contacts

Contact Management +1Contact Management, Google
Integrate Formstack with Clio

Formstack

Forms & Surveys
Integrate Wufoo with Clio

Wufoo

Forms & Surveys
Integrate 123FormBuilder with Clio

123FormBuilder

Forms & Surveys
Integrate HubSpot with Clio

HubSpot

Marketing Automation
Integrate Basecamp 3 with Clio

Basecamp 3

Project Management
Integrate Trello with Clio

Trello

Project Management
Integrate Docparser with Clio

Docparser

Documents
Integrate ActiveCampaign with Clio

ActiveCampaign

Marketing Automation
Integrate Formstack Documents with Clio

Formstack Documents

Documents
Integrate Google Sheets with Clio

Google Sheets

Google +1Google, Spreadsheets
Integrate Dubsado with Clio

Dubsado

CRM (Customer Relationship Management)
Integrate DocuSign with Clio

DocuSign

Signatures
Integrate ClickUp with Clio

ClickUp

Project Management
Integrate Constant Contact with Clio

Constant Contact

Email Newsletters
Integrate Citrix ShareFile with Clio

Citrix ShareFile

File Management & Storage
Integrate Google Docs with Clio

Google Docs

Documents +1Documents, Google
Integrate Xero with Clio

Xero

Accounting +1Accounting, Premium
Integrate Agile CRM with Clio

Agile CRM

CRM (Customer Relationship Management)
Integrate Squarespace with Clio

Squarespace

Forms & Surveys
Integrate RingCentral with Clio

RingCentral

Phone & SMS
Integrate Zipwhip with Clio

Zipwhip

Phone & SMS
Integrate Zoho CRM with Clio

Zoho CRM

CRM (Customer Relationship Management) +2CRM (Customer Relationship Management), Premium, Zoho
Integrate Zoho Forms with Clio

Zoho Forms

Forms & Surveys +1Forms & Surveys, Zoho
Integrate Microsoft Outlook with Clio

Microsoft Outlook

Email +1Email, Microsoft
Integrate Zoom with Clio

Zoom

Video Conferencing
Integrate PandaDoc with Clio

PandaDoc

Documents
Integrate Lawyaw with Clio

Lawyaw

Beta +1Beta, Documents
Integrate Facebook Lead Ads with Clio

Facebook Lead Ads

Ads & Conversion +2Ads & Conversion, Facebook, Premium
Integrate LinkedIn with Clio

LinkedIn

Microsoft +1Microsoft, Social Media Accounts
Integrate Twitter with Clio

Twitter

Social Media Accounts
Integrate Todoist with Clio

Todoist

Task Management
Integrate Ninja Forms with Clio

Ninja Forms

Forms & Surveys +1Forms & Surveys, WordPress
Integrate WPForms with Clio

WPForms

Forms & Surveys +1Forms & Surveys, WordPress
Integrate Formidable Forms with Clio

Formidable Forms

Forms & Surveys +1Forms & Surveys, WordPress
Integrate Wrike with Clio

Wrike

Project Management
Integrate ConvertKit with Clio

ConvertKit

Drip Emails
Integrate Unbounce with Clio

Unbounce

Forms & Surveys
Integrate ScheduleOnce with Clio

ScheduleOnce

Scheduling & Booking
Integrate Smartsheet with Clio

Smartsheet

Spreadsheets
Integrate Mailchimp with Clio

Mailchimp

Email Newsletters
Integrate ClickFunnels with Clio

ClickFunnels

Marketing Automation
Integrate Streak with Clio

Streak

CRM (Customer Relationship Management)
Integrate SQL Server with Clio

SQL Server

Databases +1Databases, Premium
Integrate HelloSign with Clio

HelloSign

Signatures
Integrate Drip with Clio

Drip

Drip Emails
Integrate FreshBooks New with Clio

FreshBooks New

Accounting
Integrate Gravity Forms with Clio

Gravity Forms

Forms & Surveys +1Forms & Surveys, WordPress
Integrate Twilio with Clio

Twilio

Phone & SMS
Integrate Harvest with Clio

Harvest

Time Tracking Software
Integrate Zoho Projects with Clio

Zoho Projects

Project Management +1Project Management, Zoho
Integrate Microsoft To-Do with Clio

Microsoft To-Do

Microsoft +1Microsoft, Task Management
Integrate Front with Clio

Front

Email
Integrate Formsite with Clio

Formsite

Forms & Surveys
Integrate Clockify with Clio

Clockify

Time Tracking Software
Integrate SignRequest with Clio

SignRequest

Signatures
Integrate Egnyte with Clio

Egnyte

File Management & Storage
Integrate Copper with Clio

Copper

CRM (Customer Relationship Management)
Integrate Stripe with Clio

Stripe

Payment Processing
Integrate Microsoft Excel with Clio

Microsoft Excel

Microsoft +1Microsoft, Spreadsheets
Integrate CallRail with Clio

CallRail

Call Tracking
Integrate OneNote with Clio

OneNote

Microsoft +1Microsoft, Notes
Integrate Dialpad with Clio

Dialpad

Phone & SMS
Integrate Olark with Clio

Olark

Customer Support
Integrate Slack with Clio

Slack

Team Chat
Integrate Typeform with Clio

Typeform

Forms & Surveys
Integrate Google Hangouts Chat with Clio

Google Hangouts Chat

Google +1Google, Team Chat
Integrate 10to8 Online Booking with Clio

10to8 Online Booking

Scheduling & Booking
Integrate Evernote Business with Clio

Evernote Business

Notes +1Notes, Premium
Integrate Filevine with Clio

Filevine

Beta +1Beta, Project Management
Integrate Proposify with Clio

Proposify

Proposal & Invoice Management
Integrate Contactually with Clio

Contactually

CRM (Customer Relationship Management)
Integrate Zoho Connect with Clio

Zoho Connect

Team Chat +1Team Chat, Zoho
Integrate FileInvite with Clio

FileInvite

Documents
Integrate Apptoto with Clio

Apptoto

Beta +1Beta, Calendar
Integrate Glip with Clio

Glip

Team Chat
Integrate Salesforce with Clio

Salesforce

CRM (Customer Relationship Management) +1CRM (Customer Relationship Management), Premium
Integrate LiveChat with Clio

LiveChat

Customer Support
Integrate Docupilot with Clio

Docupilot

Documents
Integrate Pipedrive with Clio

Pipedrive

CRM (Customer Relationship Management)
Integrate Planview Leankit with Clio

Planview Leankit

Project Management
Integrate QuickBooks Online with Clio

QuickBooks Online

Accounting +1Accounting, Premium
Integrate Microsoft Office 365 with Clio

Microsoft Office 365

Email +1Email, Microsoft
Integrate OneDrive with Clio

OneDrive

File Management & Storage +1File Management & Storage, Microsoft
Integrate Mailparser with Clio

Mailparser

Email
Integrate OmniFocus with Clio

OmniFocus

Task Management
Integrate vcita with Clio

vcita

Scheduling & Booking
Integrate Databox with Clio

Databox

Dashboards
Integrate Caspio Cloud Database with Clio

Caspio Cloud Database

Databases
Integrate Text Request with Clio

Text Request

Phone & SMS
Integrate PDFfiller with Clio

PDFfiller

Documents
Integrate Thankster with Clio

Thankster

Customer Appreciation +2Customer Appreciation, Marketing Automation, Printing
Integrate JotForm with Clio

JotForm

Forms & Surveys
Integrate PayPal with Clio

PayPal

Payment Processing +1Payment Processing, Premium
Integrate SurveyMonkey with Clio

SurveyMonkey

Forms & Surveys
Integrate Close with Clio

Close

CRM (Customer Relationship Management)
Integrate Freshsales with Clio

Freshsales

CRM (Customer Relationship Management)
Integrate SharpSpring with Clio

SharpSpring

Marketing Automation
Integrate Knack with Clio

Knack

Databases
Integrate Setmore Appointments with Clio

Setmore Appointments

Scheduling & Booking
Integrate Toodledo with Clio

Toodledo

Task Management
Integrate Yammer with Clio

Yammer

Microsoft +1Microsoft, Team Chat
Integrate Philips SpeechLive with Clio

Philips SpeechLive

Transcription
Integrate SugarSync with Clio

SugarSync

File Management & Storage
Integrate Batchbook with Clio

Batchbook

CRM (Customer Relationship Management)
Integrate Bark with Clio

Bark

CRM (Customer Relationship Management)
Integrate Infusionsoft by Keap with Clio

Infusionsoft by Keap

Marketing Automation +1Marketing Automation, Premium
Integrate Kajabi with Clio

Kajabi

eCommerce
Integrate Any.do with Clio

Any.do

Task Management
Integrate Toggl with Clio

Toggl

Time Tracking Software
Integrate Freshdesk with Clio

Freshdesk

Customer Support
Integrate Ontraport with Clio

Ontraport

Marketing Automation
Integrate Insightly with Clio

Insightly

CRM (Customer Relationship Management)
Integrate RescueTime with Clio

RescueTime

Time Tracking Software
Integrate PomoDoneApp with Clio

PomoDoneApp

Time Tracking Software
Integrate Microsoft Dynamics 365 CRM with Clio

Microsoft Dynamics 365 CRM

CRM (Customer Relationship Management) +2CRM (Customer Relationship Management), Microsoft, Premium
Integrate Zoho Creator with Clio

Zoho Creator

Databases +1Databases, Zoho
Integrate Appointlet with Clio

Appointlet

Scheduling & Booking
Integrate Basecamp 2 with Clio

Basecamp 2

Project Management
Integrate Zoho Invoice with Clio

Zoho Invoice

Proposal & Invoice Management +1Proposal & Invoice Management, Zoho
Integrate Zoho Analytics with Clio

Zoho Analytics

Analytics +1Analytics, Zoho
Integrate SkedPal with Clio

SkedPal

Task Management
Integrate Expensify with Clio

Expensify

Accounting +1Accounting, Premium
Integrate Nozbe with Clio

Nozbe

Task Management
Integrate Solve CRM with Clio

Solve CRM

CRM (Customer Relationship Management) +1CRM (Customer Relationship Management), Premium
Integrate SignNow with Clio

SignNow

Signatures
Integrate ServeManager with Clio

ServeManager

CRM (Customer Relationship Management)
Integrate Salesmsg with Clio

Salesmsg

Phone & SMS
Integrate Lawmatics with Clio

Lawmatics

Beta +1Beta, Marketing Automation
Integrate ChargeOver with Clio

ChargeOver

Payment Processing
Integrate Teamwork with Clio

Teamwork

Project Management
Integrate Dasheroo with Clio

Dasheroo

Dashboards
Integrate BirdEye with Clio

BirdEye

Reviews
Integrate Shopify with Clio

Shopify

eCommerce +1eCommerce, Premium
Integrate Google Tasks with Clio

Google Tasks

Google +1Google, Task Management
Integrate MailerLite with Clio

MailerLite

Email Newsletters
Integrate Zendesk with Clio

Zendesk

Customer Support +1Customer Support, Premium
Integrate Pocket with Clio

Pocket

Bookmark Managers
Integrate AWeber with Clio

AWeber

Email Newsletters
Integrate MeisterTask with Clio

MeisterTask

Project Management
Integrate Pipefy with Clio

Pipefy

Project Management
Integrate YouCanBook.Me with Clio

YouCanBook.Me

Scheduling & Booking
Integrate Paperform with Clio

Paperform

Forms & Surveys
Integrate TextMagic with Clio

TextMagic

Phone & SMS
Integrate Chatfuel with Clio

Chatfuel

Social Media Marketing
Integrate Woodpecker.co with Clio

Woodpecker.co

Drip Emails
Integrate Cisco Webex Teams with Clio

Cisco Webex Teams

Team Chat
Integrate PracticePanther Legal Software with Clio

PracticePanther Legal Software

CRM (Customer Relationship Management)
Integrate SuiteDash with Clio

SuiteDash

Project Management
Integrate Nimble with Clio

Nimble

CRM (Customer Relationship Management)
Integrate KiSSFLOW with Clio

KiSSFLOW

Product Management
Integrate Klipfolio with Clio

Klipfolio

Dashboards
Integrate TrackVia with Clio

TrackVia

Databases
Integrate ProWorkflow with Clio

ProWorkflow

Project Management
Integrate CozyCal with Clio

CozyCal

Scheduling & Booking
Integrate LIME Go with Clio

LIME Go

Beta +1Beta, Marketing Automation
Integrate Manifestly with Clio

Manifestly

Product Management
Integrate Leftronic with Clio

Leftronic

Dashboards
Integrate Timing with Clio

Timing

Beta +1Beta, Time Tracking Software
Integrate RightSignature with Clio

RightSignature

Signatures
Integrate Microsoft Teams with Clio

Microsoft Teams

Microsoft +1Microsoft, Team Chat
Integrate Zoho WorkDrive with Clio

Zoho WorkDrive

File Management & Storage +1File Management & Storage, Zoho
Integrate Paymo with Clio

Paymo

Project Management
Integrate Grade.us with Clio

Grade.us

Beta +2Beta, Marketing, Reviews
Integrate FreeAgent with Clio

FreeAgent

Accounting
Integrate Clust with Clio

Clust

Beta +1Beta, Documents
Integrate Facebook Pages with Clio

Facebook Pages

Facebook +1Facebook, Social Media Accounts
Integrate Teachable with Clio

Teachable

Online Courses
Integrate WooCommerce with Clio

WooCommerce

eCommerce +1eCommerce, WordPress
Integrate ClickSend SMS with Clio

ClickSend SMS

Phone & SMS
Integrate GetResponse with Clio

GetResponse

Email Newsletters +2Email Newsletters, Marketing Automation, Webinars
Integrate Netlify with Clio

Netlify

Website Builders
Integrate Square with Clio

Square

Payment Processing
Integrate GoToWebinar with Clio

GoToWebinar

Premium +1Premium, Webinars
Integrate Autopilot with Clio

Autopilot

Marketing Automation
Integrate FreshBooks Classic with Clio

FreshBooks Classic

Accounting
Integrate Chargebee with Clio

Chargebee

Payment Processing
Integrate Process Street with Clio

Process Street

Product Management
Integrate tawk.to with Clio

tawk.to

Customer Support
Integrate Redtail CRM with Clio

Redtail CRM

CRM (Customer Relationship Management)
Integrate Drift with Clio

Drift

Customer Support
Integrate Zoho Books with Clio

Zoho Books

Accounting +1Accounting, Zoho
Integrate SimpleTexting with Clio

SimpleTexting

Phone & SMS
Integrate Delighted with Clio

Delighted

Forms & Surveys
Integrate Contacts+ with Clio

Contacts+

Contact Management
Integrate BigCommerce with Clio

BigCommerce

eCommerce +1eCommerce, Premium
Integrate Daylite with Clio

Daylite

CRM (Customer Relationship Management)
Integrate Capsule CRM with Clio

Capsule CRM

CRM (Customer Relationship Management)
Integrate Braintree with Clio

Braintree

Payment Processing
Integrate CallTrackingMetrics with Clio

CallTrackingMetrics

Call Tracking
Integrate Heymarket SMS with Clio

Heymarket SMS

Phone & SMS
Integrate SugarCRM 6.2-5 with Clio

SugarCRM 6.2-5

CRM (Customer Relationship Management) +1CRM (Customer Relationship Management), Premium
Integrate Act! with Clio

Act!

CRM (Customer Relationship Management)
Integrate thanks.io with Clio

thanks.io

Printing
Integrate Phaxio with Clio

Phaxio

Fax
Integrate MindManager with Clio

MindManager

Documents
Integrate Week Plan with Clio

Week Plan

Task Management
Integrate WHMCS with Clio

WHMCS

CRM (Customer Relationship Management) +1CRM (Customer Relationship Management), Premium
Integrate Kanbanize with Clio

Kanbanize

Project Management
Integrate PlatoForms with Clio

PlatoForms

Forms & Surveys
Integrate Checkvist with Clio

Checkvist

Task Management
Integrate Jitbit Helpdesk with Clio

Jitbit Helpdesk

Customer Support
Integrate Analytic Call Tracking with Clio

Analytic Call Tracking

Call Tracking
Integrate CloudApp with Clio

CloudApp

Video & Audio
Integrate Project Manager with Clio

Project Manager

Project Management
Integrate Kizen with Clio

Kizen

Beta +1Beta, CRM (Customer Relationship Management)
Integrate ClicData with Clio

ClicData

Dashboards
Integrate HighLevel with Clio

HighLevel

Marketing Automation
Integrate Clinked with Clio

Clinked

Beta +1Beta, Team Collaboration
Integrate Recurly with Clio

Recurly

eCommerce +1eCommerce, Payment Processing
Integrate Burst SMS with Clio

Burst SMS

Phone & SMS
Integrate GreenRope with Clio

GreenRope

CRM (Customer Relationship Management)
Integrate Envoy for Visitors with Clio

Envoy for Visitors

Event Management
Integrate VBOUT with Clio

VBOUT

Marketing Automation
Integrate Google Assistant with Clio

Google Assistant

Beta +2Beta, Devices, Google
Integrate StealthSeminar with Clio

StealthSeminar

Marketing
Integrate Papyrs with Clio

Papyrs

Notes
Integrate Signority with Clio

Signority

Signatures
Integrate Flow with Clio

Flow

Beta +1Beta, Task Management
Integrate Redbooth with Clio

Redbooth

Project Management
Integrate Wave with Clio

Wave

Accounting
Integrate Zendesk Sell with Clio

Zendesk Sell

CRM (Customer Relationship Management)
Integrate FreshMail with Clio

FreshMail

Email Newsletters
Integrate Nintex with Clio

Nintex

Documents
Integrate YesInsights with Clio

YesInsights

Forms & Surveys
Integrate OneLocal LocalReviews with Clio

OneLocal LocalReviews

Forms & Surveys
Integrate Discord with Clio

Discord

Team Chat
Integrate Pinterest with Clio

Pinterest

Social Media Accounts
Integrate Webflow with Clio

Webflow

Website Builders
Integrate Instagram with Clio

Instagram

Facebook +1Facebook, Social Media Accounts
Integrate Intercom with Clio

Intercom

Customer Support
Integrate Eventbrite with Clio

Eventbrite

Event Management
Integrate Podio with Clio

Podio

Project Management
Integrate Thinkific with Clio

Thinkific

Online Courses
Integrate MySQL with Clio

MySQL

Databases +1Databases, Premium
Integrate Facebook Messenger with Clio

Facebook Messenger

Facebook +1Facebook, Social Media Marketing
Integrate Google Analytics with Clio

Google Analytics

Ads & Conversion +1Ads & Conversion, Google

Connect Clio to 2,000+ Apps

  • Create Gmail label from new Clio matters

    Clio + Gmail

  • Add a tag to Evernote when you create a new Clio matter

    Clio + Evernote

  • Turn Clio Matters Into New Google Contacts

    Clio + Google Contacts

  • Add new Clio contacts to a Mailchimp list

    Clio + Mailchimp

  • Create Clio matters from new Google Forms responses

    Google Forms + Clio

Clio Integration Details

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.

The following Clio Triggers, Searches, Filters, and Actions are supported by Zapier:

Triggers

Actions

Create Matter

Creates a new matter.

Create Task

Creates a new task.

Update Company Contact

Updates an existing company contact.

Create Communication

Creates a new communication.

Create Expense Entry (Activity)

Creates a new expense entry.

Create Matter Note

Creates a new matter note.

Update Person Contact

Updates an existing person contact.

Update Task

Updates a task.

Create Person Contact

Creates a person contact.

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.

Create Time Entry (Activity)

Creates a new time entry.

Update Matter

Update an existing matter.

Upload Document to Matter

Upload document to matter.

Searches

Find Matter

Find a matter by display number, description, or client name.

Find Matter by Custom Field

Find newest matter by custom field.

Find Company Contact

Find a Company Contact, by name, email or phone number.

Find Person Contact

Find a person contact by first name, last name, email or phone number.

Find or Create Company Contact

Find or Create Company Contact

Find or Create Person Contact

Find or Create Person Contact

Find Newest Matter by Client Email

Find newest matter by client email.

Find Bill

Finds a Bill by Client ID, Matter ID or Invoice number.

Find Contact by Custom Field

Find newest contact by custom field.

Find User

Find a user by name.

Find or Create a Matter

Find or Create a Matter

Connect Clio to 2,000+ Apps