Clio

Clio Integrations

  • Create Gmail label from new Clio matters

    If you use Gmail labels to manage communication with different clients, then it's not uncommon to have a label for each client. If that's your preferred workflow then this integration is for you.

    Any time a new matter is created in Clio, instantly create a new label in Gmail to help track communications.

    How It Works

    1. A new matter is created in Clio
    2. Zapier automatically creates a new label in Gmail

    What You Need

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

    Use Evernote as a note-taking companion to Clio by connecting the two apps via Zapier. This automation creates a new tag in Evernote from the name of a new matter added to Clio, allowing you to send notes with that tag into the practice management tool .

    How It Works

    1. Zapier keeps an eye on Clio, looking for new matters
    2. When you add a matter, Zapier grabs the name of the matter and creates a note in Evernote

    What You Need

    1. Clio account
    2. Evernote account
  • Turn Clio Matters Into New Google Contacts

    Using Clio is a great way to organize your law practice, but sometimes you need to keep information like contacts inside another app. Enter Zapier, which can help you seamlessly move data from one app to another without you having to do any manual work yourself. When you create a new matter in Clio, the contact information will automatically be sent over to Google Contacts to create a brand new contact.

    How it works

    1. You create a new matter in Clio
    2. Zapier automatically creates a contact in Google Contact with that same information

    What you'll need

    • A Clio account
    • A Google account
    • A Zapier account
  • Add new Clio contacts to a MailChimp list

    Looking to automate your MailChimp lists for convenient client followup or marketing to your law firm leads? This Clio to MailChimp integration monitor your Clio account and automatically add new Clio contacts to a MailChimp mailing list for you.

    How It Works

    1. A new contact is added to Clio
    2. Zapier adds the contact to a specified MailChimp list

    What You Need

    • Clio account
    • MailChimp account
  • Create Clio matters from Google Forms responses

    Do you use your website to obtain new clients for your law firm? Why not send any new leads you have directly into Clio? Zapier can help you do just that!

    Note: To use this integration you'll need a live form that's set up to collect responses in a spreadsheet.

    How this Google Forms-Clio integration works

    1. You have a new response on your form
    2. Zapier creates a new matter

    Apps involved

    • Google Forms
    • Clio
  • Add new Evernote notes to Clio matters

    No need to sacrifice using Evernote as your main note-taking app. Instead, employ this automation to record Clio matter notes from Evernote notes. You'll just need to add the matter's name as a tag in Evernote (which can be automated, as well ) and Zapier takes care of the rest.

    How It Works

    1. Zapier keeps an eye on a designated Evernote notebook for new notes
    2. When a new note is added, Zapier uses the note's tag to create a note in a Clio matter

    What You Need

    1. Clio account
    2. Evernote account
  • Add new Wunderlist tasks in a list to Clio

    You need access to particular sets of information on Clio, but you keep everything on Wunderlist. Solution? Set up this Zap to watch a list on Wunderlist for you, automatically capturing the details from every new task you create on it and creating a new task on Clio for each one.

    How this Wunderlist-Clio integration works

    1. A new task is added to a list on Wunderlist
    2. Zapier automatically creates a new task on Clio

    Apps involved

    • Wunderlist
    • Clio
  • Log Toggl time entries in Clio

    Using Toggl to track time on your Clio matters? This integration makes it easy to log those Toggl time entries in Clio matters.

    How It Works

    1. Save a new time entry to Toggl
    2. Zapier will automatically log that time entry in Clio

    What You Need

    • Toggl account
    • Clio account
  • Add new contacts from Clio to Constant Contact

    Take away the tedious task of creating a contact list, and use this Clio to Constant Contact integration instead. Once set up, when you add a new contact in Clio, Zapier will automatically create a new contact in Constant Contact. This automation syncs your contacts, and gives you one less task to worry about.

    How It Works

    1. Create a new contact in Clio
    2. Zapier creates a new contact in Constant Contact

    What You Need

    • Clio account
    • Constant Contact account
  • Create Toggl projects from Clio matters automatically for easy time tracking

    Toggl is a great time tracking app. If you need to keep track of time for matters in Clio, this integration lets you quickly create new projects in Toggl from any matter in Clio automatically. That way you'll be able to start time tracking quickly whenever you start work on any matter.

    How It Works

    1. Create a matter in Clio
    2. Zapier will automatically create a project in Toggl

    What You Need

    • Clio account
    • Toggl account
  • Create people in Clio via Wufoo form

    If you use a web form like Wufoo to collect contact information, you often want those contacts to wind up in your project management tool like Clio.

    This integration makes it easy to create new people in Clio when someone fills out your Wufoo form.

    How It Works

    1. Someone fills out your Wufoo form
    2. Zapier automatically creates a person in Clio

    What You Need

    • Wufoo account
    • Clio account
  • Add Clio persons from a Google Sheets spreadsheet

    Sync up your contact documentation with your practice management app using this Zapier automation. When a new row is added on a specified Google Sheets document, the details will be added as a person on Clio. Don't leave your contact list management up to copy and paste—automate the process!

    How It Works

    1. A row is added on Google Sheets
    2. Zapier adds a person on Clio

    What You Need

    • Google Sheets account
    • Clio account
  • Send an SMS when a new communication is recorded

    Lawyers are always on the go—attending depositions, at the courthouse, or at client meetings—so you’re not always able to check Clio for message notifications. With Zapier, you can have an SMS sent to your phone whenever a new communication is recorded on a matter.

    How it Works

    1. Zapier watches for new communications in Clio
    2. When a new communication is added, Zapier sends a customized SMS to your phone

    What You Need

    1. Clio account
    2. Phone with SMS support
  • Create Citrix ShareFile folders from new Clio matters

    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
  • Create WebMerge documents from Clio matters

    At your law firm, any amount of time you save by not doing tedious tasks si more time you can spend on more worthy billable hours. Cutting down on moving data from one app to another can save you hours and hours of time which you can put towards other things. By connecting Clio to WebMerge, you can automatically create new documents from any Clio matter.

    How It Works

    1. A new matter is created in Clio
    2. Zapier automatically creates a document in WebMerge

    What You Need

    • Clio account
    • WebMerge account
  • Create Citrix ShareFile folders from Clio matters

    One of the biggest hassles when it comes to landing a new client is getting their information set up across all of the different apps you use. Think of how much time you spend doing that, wish you had a way to automate some of that out of your life? Now you can with Zapier!

    How It Works

    1. You have a new matter in Clio
    2. Zapier creates a new folder in Citrix ShareFile

    What You Need

    • Clio account
    • Citrix ShareFile account
  • Snap a pic of a business card to add a new client to Clio

    Say goodbye to manually entering new business cards into Clio with this Zapier automation! When you snap a pic of a business card with the FullContact Card Reader app, a team of people—not computers—transcribes the card and add a new contact to Clio.

    How It Works

    1. Use the FullContact Card Reader app to scan a business card
    2. Once it's transcribed—a step that can take up to an hour because it's human-powered—Zapier will add the contact to Clio

    What You Need

    1. FullContact Card Reader app
    2. Clio account
  • Save new Clio contacts to Citrix ShareFile as new client users

    Rather than copy them over yourself, let automation move contacts between your apps. With this integration, Zapier will watch for new Clio contacts and automatically create new client users your ShareFile account for each new name we detect. It's an easy way to add your important client contacts to ShareFile while eliminating duplicate work or possible errors, and only takes a few minutes to set up.

    How It Works

    1. A new contact is created in Clio
    2. Zapier automatically adds that contact to ShareFile as a new client user

    What You Need

    • Clio account
    • ShareFile account
  • Create new Clio tasks from new ShareFile files

    Looking for a better way to organize your files and share tasks with matter collaborators? Set up this automation, and whenever a new file is uploaded on ShareFile, Zapier will automatically create a task on Clio for you or anyone else to review it when ready.

    How It Works

    1. A new file is uploaded to ShareFile
    2. Zapier automatically creates a task in Clio

    What You Need

    • ShareFile account
    • Clio account
  • Send new Clio clients a RightSignature template for signature

    Want a simple way to onboard new clients? Easily send new client agreements or other documents automatically using Zapier’s connection for RightSignature and Clio. Time is money, save both sending contracts, non disclosure agreements, and other documents for signature.

    How this Clio-RightSignature integration works

    1. Add a new client to Clio
    2. Zapier automatically sends the client a RightSignature template to sign

    Apps involved

    • Clio
    • RightSignature
  • Add Basecamp 2 to-dos as tasks in Clio

    Instead of hopping between to-do lists, use this Zapier automation to add any new items in a specified Basecamp 2 to-do list to a task list in Clio.

    How It Works

    1. Zapier keeps an eye on a to-do list in Basecamp 2
    2. When it sees a new to-do, it adds the item as a task in your Clio account

    What You Need

    1. Basecamp 2 account
    2. Clio account
  • Create Webmerge contracts for new clients in Clio

    Need a way to instantly generate contracts when you add new matters to Clio? Set up this Clio-WebMerge integration and when your firm adds a new matter, Zapier will automatically send matter and client information over to your WebMerge template, automatically populating the document.

    Note: you will need a WebMerge account with a document template to use this Zap.

    How this Clio-WebMerge integration works

    1. A new matter is added to Clio
    2. Zapier finds an existing contact in Clio
    3. Zapier automatically creates a document in WebMerge

    Apps involved

    • Clio
    • WebMerge
  • Create ServeManager jobs from new Clio matters

    A little help taking action on the matters that require service of process can go a long way. Activate this integration and we'll take care of everything. From that point on, whenever you create a new matter in Clio, Zapier will automatically set up a job for it in ServeManager, ensuring you can keep your processes moving expediently without wasting effort.

    *Note: You can use a Filter to conditionally create jobs only for Clio matters that require service of process.

    How this Clio-ServeManager integration works

    1. A new matter is created in Clio
    2. Zapier creates a new job on ServeManager

    Apps involved

    • Clio
    • ServeManager
  • Populate WebMerge document templates with info from new Clio matters

    Need a way to instantly generate court documents when you add new matters to Clio? Set up this Clio-WebMerge integration and when your firm adds a new matter, Zapier will automatically send matter and client information over to your WebMerge template, automatically populating the court document.

    Note: you will need a WebMerge account with a document template to use this Zap.

    How this Clio-WebMerge integration works

    1. A new matter is added to Clio
    2. Zapier automatically creates a document in WebMerge

    Apps involved

    • Clio
    • WebMerge
  • Add new Clio contacts to gotomaxx Campaign 1to1

    Having all new contacts from your Clio account added to your gotomaxx Campaign 1to1 will save a lot of your valuable time! Once activated, whenever you add a new contact to Clio, the address will be added to your gotomaxx Campaign 1to1 campaign by Zapier, so the marketing magic can begin!

    How It Works

    1. New contact is added in your Clio account
    2. Address is added to your gotomaxx Campaign 1to1

    What You Need

    • Clio
    • Campaign 1to1 (gotomaxx Portal account)

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Clio Integration Details

Launched on Zapier August 1, 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 Activity") and Actions (like "Create Person") 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 Person

Creates a new person.

Create Contact Note

Creates a new contact note

Create Company

Creates a new company.

Create Matter Note

Creates a new matter note

Create Communication

Creates a new communication.

Create Task

Creates a new task.

Create Time Entry

Creates a new time entry.

Create Matter

Creates a new matter.

Create Expense Entry

Create a new expense entry.

Create Calendar Entry

Creates a new calendar entry on the users calendar.

New Activity

Triggers when a new activity is created.

New Calendar Entry

Triggers when a new calendar entry is created.

New Task

Triggers when a new task has been created.

New Communication

Triggers when a new communication is created.

New Bill

Triggers when a new bill is created.

New Matter

Triggers when a new matter is created.

New Contact

Triggers when a new contact is created.

Find Contact

Find a contact (includes both Company and Person types).

Find Company

Find a company (a type of contact).

Find Matter by Client ID

Find a matter by a client's ID.

Find Person

Find people (a type of contact).

Find Matter by Display Number

Find a matter by a display 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.