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Clio Integrations

CRM (Customer Relationship Management)

Do more with Clio

Zapier lets you connect Clio with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

Connect Clio to 4000+ apps
Connect Clio to 4000+ apps
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Or pick an app to pair witharrow pointing down
Integrate Google Sheets with Clio

Google Sheets

Google, Spreadsheets
Integrate Gmail with Clio

Gmail

Email, Google
Integrate Google Forms with Clio

Google Forms

Forms & Surveys, Google
Integrate Trello with Clio

Trello

Project Management
Integrate RingCentral with Clio

RingCentral

Phone & SMS
Integrate Airtable with Clio

Airtable

Databases
Integrate Acuity Scheduling with Clio

Acuity Scheduling

Scheduling & Booking
Integrate Microsoft Outlook with Clio

Microsoft Outlook

Email, Microsoft
Integrate Slack with Clio

Slack

Team Chat
Integrate Cognito Forms with Clio

Cognito Forms

Forms & Surveys
Integrate Google Drive with Clio

Google Drive

File Management & Storage, Google
Integrate Asana with Clio

Asana

Project Management
Integrate Microsoft Excel with Clio

Microsoft Excel

Microsoft, Spreadsheets
Integrate Evernote with Clio

Evernote

Notes
Integrate Calendly with Clio

Calendly

Scheduling & Booking
Integrate Mailchimp with Clio

Mailchimp

Email Newsletters
Integrate JotForm with Clio

JotForm

Forms & Surveys
Integrate HubSpot with Clio

HubSpot

Marketing Automation
Integrate Google Calendar with Clio

Google Calendar

Calendar, Google
Integrate OneDrive with Clio

OneDrive

File Management & Storage, Microsoft
Integrate Google Contacts with Clio

Google Contacts

Contact Management, Google
Integrate Microsoft To Do with Clio

Microsoft To Do

Microsoft, Task Management
Integrate Keap Max Classic with Clio

Keap Max Classic

Marketing Automation, Premium
Integrate Box with Clio

Box

File Management & Storage
Integrate Todoist with Clio

Todoist

Task Management
Integrate Pipedrive with Clio

Pipedrive

CRM (Customer Relationship Management)
Integrate Mailparser with Clio

Mailparser

Email
Integrate Gravity Forms with Clio

Gravity Forms

Forms & Surveys, WordPress
Integrate Toggl with Clio

Toggl

Time Tracking Software
Integrate 123FormBuilder with Clio

123FormBuilder

Forms & Surveys
Integrate Formstack with Clio

Formstack

Forms & Surveys
Integrate QuickBooks Online with Clio

QuickBooks Online

Accounting, Premium
Integrate OneNote with Clio

OneNote

Microsoft, Notes
Integrate Wufoo with Clio

Wufoo

Forms & Surveys
Integrate Google Tasks with Clio

Google Tasks

Google, Task Management
Integrate Microsoft Teams with Clio

Microsoft Teams

Microsoft, Team Chat
Integrate ClickUp with Clio

ClickUp

Project Management
Integrate Constant Contact with Clio

Constant Contact

Email Newsletters
Integrate Salesforce with Clio

Salesforce

CRM (Customer Relationship Management), Premium
Integrate Docparser with Clio

Docparser

Documents
Integrate ActiveCampaign with Clio

ActiveCampaign

Marketing Automation
Integrate Basecamp 3 with Clio

Basecamp 3

Project Management
Integrate Citrix ShareFile with Clio

Citrix ShareFile

File Management & Storage
Integrate Formstack Documents with Clio

Formstack Documents

Documents
Integrate Zipwhip with Clio

Zipwhip

Phone & SMS
Integrate Dubsado with Clio

Dubsado

CRM (Customer Relationship Management)
Integrate DocuSign with Clio

DocuSign

Signatures
Integrate Vonage Business Communications with Clio

Vonage Business Communications

Phone & SMS
Integrate Lawmatics with Clio

Lawmatics

Beta, Marketing Automation
Integrate Squarespace with Clio

Squarespace

Forms & Surveys
Integrate Google Docs with Clio

Google Docs

Documents, Google
Integrate Xero with Clio

Xero

Accounting, Premium
Integrate Microsoft Office 365 with Clio

Microsoft Office 365

Email, Microsoft
Integrate Rally with Clio

Rally

Beta, CRM (Customer Relationship Management)
Integrate Agile CRM with Clio

Agile CRM

CRM (Customer Relationship Management)
Integrate Apptoto with Clio

Apptoto

Beta, Calendar
Integrate PandaDoc with Clio

PandaDoc

Documents
Integrate Things with Clio

Things

Task Management
Integrate Facebook Lead Ads (Legacy) with Clio

Facebook Lead Ads (Legacy)

Ads & Conversion, Premium
Integrate Zoom with Clio

Zoom

Video Conferencing
Integrate Legalboards with Clio

Legalboards

Beta, Project Management
Integrate Formidable Forms with Clio

Formidable Forms

Forms & Surveys, WordPress
Integrate Thryv with Clio

Thryv

CRM (Customer Relationship Management)
Integrate Stripe with Clio

Stripe

Payment Processing
Integrate SimpleKPI with Clio

SimpleKPI

Beta, Dashboards
Integrate OmniFocus with Clio

OmniFocus

Task Management
Integrate Dialpad with Clio

Dialpad

Phone & SMS
Integrate ScheduleOnce with Clio

ScheduleOnce

Scheduling & Booking
Integrate Harvest with Clio

Harvest

Time Tracking Software
Integrate WooCommerce with Clio

WooCommerce

eCommerce, WordPress
Integrate Lawyaw with Clio

Lawyaw

Beta, Documents
Integrate Streak with Clio

Streak

CRM (Customer Relationship Management)
Integrate SQL Server with Clio

SQL Server

Databases, Premium
Integrate HelloSign with Clio

HelloSign

Signatures
Integrate Unbounce with Clio

Unbounce

Forms & Surveys
Integrate Smartsheet with Clio

Smartsheet

Spreadsheets
Integrate Twitter with Clio

Twitter

Social Media Accounts
Integrate Twilio with Clio

Twilio

Phone & SMS
Integrate Ninja Forms with Clio

Ninja Forms

Forms & Surveys, WordPress
Integrate Wave with Clio

Wave

Accounting
Integrate Wrike with Clio

Wrike

Project Management
Integrate AnswerConnect with Clio

AnswerConnect

Customer Support
Integrate PracticePanther Legal Software with Clio

PracticePanther Legal Software

CRM (Customer Relationship Management)
Integrate ServeManager with Clio

ServeManager

CRM (Customer Relationship Management)
Integrate Egnyte with Clio

Egnyte

File Management & Storage
Integrate FreshBooks with Clio

FreshBooks

Accounting
Integrate ClickFunnels with Clio

ClickFunnels

Marketing Automation
Integrate monday.com with Clio

monday.com

Project Management
Integrate WPForms with Clio

WPForms

Forms & Surveys, WordPress
Integrate Drip with Clio

Drip

Drip Emails
Integrate Keap with Clio

Keap

CRM (Customer Relationship Management)
Integrate Copper with Clio

Copper

CRM (Customer Relationship Management)
Integrate Zoho Forms with Clio

Zoho Forms

Forms & Surveys, Zoho
Integrate Formsite with Clio

Formsite

Forms & Surveys
Integrate Zoho Analytics with Clio

Zoho Analytics

Analytics, Zoho
Integrate Kanbanize with Clio

Kanbanize

Project Management
Integrate ConvertKit with Clio

ConvertKit

Drip Emails
Integrate Woodpecker with Clio

Woodpecker

Beta, Documents
Integrate Podio with Clio

Podio

Project Management
Integrate CallRail with Clio

CallRail

Call Tracking
Integrate Typeform with Clio

Typeform

Forms & Surveys
Integrate Kartra with Clio

Kartra

Marketing Automation
Integrate Google Ads with Clio

Google Ads

Ads & Conversion, Google, Premium
Integrate SignRequest with Clio

SignRequest

Signatures
Integrate Evernote Business with Clio

Evernote Business

Notes, Premium
Integrate Zendesk with Clio

Zendesk

Customer Support, Premium
Integrate SignNow with Clio

SignNow

Signatures
Integrate Databox with Clio

Databox

Dashboards
Integrate Zoho Projects with Clio

Zoho Projects

Project Management, Zoho
Integrate Timing with Clio

Timing

Time Tracking Software
Integrate Moxtra with Clio

Moxtra

Team Collaboration
Integrate Clockify with Clio

Clockify

Time Tracking Software
Integrate Zoho Mail with Clio

Zoho Mail

Email, Zoho
Integrate Front with Clio

Front

Email
Integrate Notion with Clio

Notion

Beta, Task Management
Integrate Philips SpeechLive with Clio

Philips SpeechLive

Transcription
Integrate LeadConnector with Clio

LeadConnector

Marketing Automation
Integrate Dropbox with Clio

Dropbox

File Management & Storage
Integrate Setmore Appointments with Clio

Setmore Appointments

Scheduling & Booking
Integrate Filevine with Clio

Filevine

Beta, Project Management
Integrate Webflow with Clio

Webflow

Website Builders
Integrate Teamwork with Clio

Teamwork

Project Management
Integrate Glip with Clio

Glip

Team Chat
Integrate Olark with Clio

Olark

Customer Support

Popular ways to use Clio workflows

  • Create Gmail labels from new Clio matters

    • Clio logo
    • Gmail logo
    Clio + Gmail
    More details

    1. When this happens

      Step 1: New Matter

    2. Then do this

      Step 2: Create Label

    See Zap detailsTry it

    Create Gmail labels from new Clio matters

    Create Gmail labels from new Clio matters
    • Clio logo
    • Gmail logo
    Clio + Gmail

  • Add tags to Evernote with new Clio matters

    • Clio logo
    • Evernote logo
    Clio + Evernote
    More details

    1. When this happens

      Step 1: New Matter

    2. Then do this

      Step 2: Create Tag

    See Zap detailsTry it

  • Turn new Clio Matters into Google Contacts

    • Clio logo
    • Google Contacts logo
    Clio + Google Contacts
    More details

    1. When this happens

      Step 1: New Matter

    2. Then do this

      Step 2: Create Contact

    See Zap detailsTry it

  • Add new Clio contacts to Mailchimp lists

    • Clio logo
    • Mailchimp logo
    Clio + Mailchimp
    More details

    1. When this happens

      Step 1: New Contact

    2. Then do this

      Step 2: Add/Update Subscriber

    See Zap detailsTry it

  • Create Clio matters from new Google Forms responses

    • Google Forms logo
    • Clio logo
    Google Forms + Clio
    More details

    1. When this happens

      Step 1: New Response in Spreadsheet

    2. Then do this

      Step 2: Create Matter

    See Zap detailsTry it

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.

Supported triggers and actions

What does this mean?
clio logo
clio logo
clio logo

About Clio

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.
Learn More

Related categories

  • CRM (Customer Relationship Management)

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