Create Gmail labels from new Clio matters
Clio + Gmail
Try It
Try It
Add tags to Evernote with new Clio matters
Clio + Evernote
Try It
Try It
Turn new Clio Matters into Google Contacts
Clio + Google Contacts
Try It
Try It
Add new Clio contacts to Mailchimp lists
Clio + Mailchimp
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Try It
Create Clio matters from new Google Forms responses
Google Forms + Clio
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Try It
Add new Evernote notes to Clio matters
Evernote + Clio
Try It
Try It

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 Person Contact
Creates a person contact.
Create Task
Creates a new task.
Assign Task Template List
Assign a Task Template List.
Update Company Contact
Updates an existing company contact.
Create Calendar Entry
Creates a new calendar entry.
Create Communication
Creates a new communication.
Create Company Contact
Creates a company contact.
Create Expense Entry (Activity)
Creates a new expense entry.
Create Matter Folder
Creates a new folder in a matter.
Create Matter Note
Creates a new matter note.
Create Time Entry (Activity)
Creates a new time entry.
Update Person Contact
Updates an existing person contact.
Update Matter
Update an existing matter.
Update Task
Updates a task.
Upload Document to Matter
Upload document to matter.

Searches

Find Matter
Find a matter by number, display number, description, or client name.
Find Newest Matter by Client Email
Find newest matter by client email.
Find Matter by Custom Field
Find newest matter by custom field.
Find Bill
Finds a Bill by Client ID, Matter ID or Invoice number.
Find Company Contact
Find a Company Contact, by name, email or phone number.
Find Contact by Custom Field
Find newest contact by custom field.
Find Person Contact
Find a person contact by first name, last name, email or phone number.
Find User
Find a user by name.
Find or Create Company Contact
Find or Create Company Contact
Find or Create a Matter
Find or Create a Matter
Find or Create Person Contact
Find or Create Person Contact

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Google Sheets

Gmail

Google Forms

Trello

RingCentral

Airtable

Slack

Microsoft Outlook

Acuity Scheduling

Cognito Forms

Dropbox

Google Drive

Asana

Evernote

Calendly

Microsoft Excel

Mailchimp

HubSpot

JotForm

OneDrive

Google Calendar

Google Contacts

Box

Microsoft To-Do

monday.com

Todoist

Toggl

Keap Max Classic

123FormBuilder

Pipedrive

Formstack

Mailparser

Gravity Forms

ClickUp

OneNote

Wufoo

Zoho CRM

QuickBooks Online

Google Tasks

Docparser

Constant Contact

Microsoft Teams

ActiveCampaign

Basecamp 3

Citrix ShareFile

Formstack Documents

Dubsado

Vonage Business Communications

DocuSign

Zipwhip

Squarespace

Salesforce

Lawmatics

Google Docs

Xero

Rally

Zoom

Things

Agile CRM

Legalboards

Facebook Lead Ads

Stripe

Microsoft Office 365

OmniFocus

Ontraport

Formidable Forms

Thryv

Lawyaw

Apptoto

Streak

Smartsheet

HelloSign

Harvest

Twitter

ScheduleOnce