Clio

Clio Integrations

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Clio Integration Details

Launched on Zapier July 31, 2014

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.

Zapier combines Triggers (like "New Task") and Actions (like "Create Task") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

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

Create Task

Creates a new task.

Create Matter

Creates a new matter.

Create Person Contact

Creates a person contact.

Create Matter Note

Creates a new matter note.

Update Person Contact

Updates an existing person contact.

Update Company Contact

Updates an existing company contact.

Create Matter Folder

Creates a new folder in a matter.

Create Communication

Creates a new communication.

Update Matter

Update an existing matter.

Assign Task Template List

Assign a Task Template List.

Create Expense Entry (Activity)

Creates a new expense entry.

Create Time Entry (Activity)

Creates a new time entry.

Update Task

Updates a task.

Create Company Contact

Creates a company contact.

Create Calendar Entry

Creates a new calendar entry.

New Task

Triggers when a new task is created.

New Matter

Triggers when a new matter is created.

New Contact

Triggers when a new contact is created.

New Document

Triggers when a new document is created.

New Communication

Triggers when a new communication is created.

New Matter Note

Triggers when a new matter note is created.

Task Status Updated

Triggers when the status of a task has changed.

New Bill

Triggers when a new bill is created.

New Calendar Entry

Triggers when a new calendar entry is created.

Matter Status Updated

Triggers when the status of a matter has changed.

Bill State Updated

Triggers when the state of a bill has changed.

New Activity

Triggers when a new activity is created.

Find Matter

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

Find Company Contact

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

Find User

Find a user by name.

Find Person Contact

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

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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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