Clio Integrations

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Do more with Clio

Zapier allows you to instantly connect Clio with 3,000+ apps to automate your work and find productivity super powers.

Choose an app to connect with Clio

Integrate Gmail with Clio

Gmail

Email +1Email, Google
Integrate Google Sheets with Clio

Google Sheets

Google +1Google, Spreadsheets
Integrate Google Forms with Clio

Google Forms

Forms & Surveys +1Forms & Surveys, Google
Integrate Trello with Clio

Trello

Project Management
Integrate Acuity Scheduling with Clio

Acuity Scheduling

Scheduling & Booking
Integrate Slack with Clio

Slack

Team Chat
Integrate Dropbox with Clio

Dropbox

File Management & Storage
Integrate Microsoft Outlook with Clio

Microsoft Outlook

Email +1Email, Microsoft
Integrate Cognito Forms with Clio

Cognito Forms

Forms & Surveys
Integrate RingCentral with Clio

RingCentral

Phone & SMS
Integrate Airtable with Clio

Airtable

Databases
Integrate Google Drive with Clio

Google Drive

File Management & Storage +1File Management & Storage, Google
Integrate Gravity Forms with Clio

Gravity Forms

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

Asana

Project Management
Integrate Evernote with Clio

Evernote

Notes
Integrate Mailchimp with Clio

Mailchimp

Email Newsletters
Integrate Microsoft Office 365 with Clio

Microsoft Office 365

Email +1Email, Microsoft
Integrate Calendly with Clio

Calendly

Scheduling & Booking
Integrate OneDrive with Clio

OneDrive

File Management & Storage +1File Management & Storage, Microsoft
Integrate Google Calendar with Clio

Google Calendar

Calendar +1Calendar, Google
Integrate Box with Clio

Box

File Management & Storage
Integrate Microsoft Excel with Clio

Microsoft Excel

Microsoft +1Microsoft, Spreadsheets
Integrate Google Contacts with Clio

Google Contacts

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

JotForm

Forms & Surveys
Integrate HubSpot with Clio

HubSpot

Marketing Automation
Integrate 123FormBuilder with Clio

123FormBuilder

Forms & Surveys
Integrate Todoist with Clio

Todoist

Task Management
Integrate Wufoo with Clio

Wufoo

Forms & Surveys
Integrate Toggl with Clio

Toggl

Time Tracking Software
Integrate Keap Max Classic with Clio

Keap Max Classic

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

Formstack

Forms & Surveys
Integrate Pipedrive with Clio

Pipedrive

CRM (Customer Relationship Management)
Integrate Mailparser with Clio

Mailparser

Email
Integrate Microsoft To-Do with Clio

Microsoft To-Do

Microsoft +1Microsoft, Task Management
Integrate Process Street with Clio

Process Street

Product Management
Integrate Docparser with Clio

Docparser

Documents
Integrate Basecamp 3 with Clio

Basecamp 3

Project Management
Integrate OneNote with Clio

OneNote

Microsoft +1Microsoft, Notes
Integrate monday.com with Clio

monday.com

Project Management
Integrate Google Tasks with Clio

Google Tasks

Google +1Google, Task Management
Integrate ActiveCampaign with Clio

ActiveCampaign

Marketing Automation
Integrate Formstack Documents with Clio

Formstack Documents

Documents
Integrate QuickBooks Online with Clio

QuickBooks Online

Accounting +1Accounting, Premium
Integrate ClickUp with Clio

ClickUp

Project Management
Integrate Constant Contact with Clio

Constant Contact

Email Newsletters
Integrate Typeform with Clio

Typeform

Forms & Surveys
Integrate DocuSign with Clio

DocuSign

Signatures
Integrate Dubsado with Clio

Dubsado

CRM (Customer Relationship Management)
Integrate Vonage Business Communications with Clio

Vonage Business Communications

Phone & SMS
Integrate Citrix ShareFile with Clio

Citrix ShareFile

File Management & Storage
Integrate Squarespace with Clio

Squarespace

Forms & Surveys
Integrate Google Docs with Clio

Google Docs

Documents +1Documents, Google
Integrate Microsoft Teams with Clio

Microsoft Teams

Microsoft +1Microsoft, Team Chat
Integrate Lawmatics with Clio

Lawmatics

Beta +1Beta, Marketing Automation
Integrate Xero with Clio

Xero

Accounting +1Accounting, Premium
Integrate Agile CRM with Clio

Agile CRM

CRM (Customer Relationship Management)
Integrate PandaDoc with Clio

PandaDoc

Documents
Integrate Things with Clio

Things

Task Management
Integrate OmniFocus with Clio

OmniFocus

Task Management
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 Facebook Lead Ads with Clio

Facebook Lead Ads

Ads & Conversion +2Ads & Conversion, Facebook, Premium
Integrate Zoho Forms with Clio

Zoho Forms

Forms & Surveys +1Forms & Surveys, Zoho
Integrate Zoom with Clio

Zoom

Video Conferencing
Integrate Lawyaw with Clio

Lawyaw

Beta +1Beta, Documents
Integrate Salesforce with Clio

Salesforce

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

LinkedIn

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

Ontraport

Marketing Automation
Integrate Streak with Clio

Streak

CRM (Customer Relationship Management)
Integrate Formidable Forms with Clio

Formidable Forms

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

Twitter

Social Media Accounts
Integrate Stripe with Clio

Stripe

Payment Processing
Integrate Ninja Forms with Clio

Ninja Forms

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

WPForms

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

CallRail

Call Tracking
Integrate Wave with Clio

Wave

Accounting
Integrate Wrike with Clio

Wrike

Project Management
Integrate PracticePanther Legal Software with Clio

PracticePanther Legal Software

CRM (Customer Relationship Management)
Integrate Unbounce with Clio

Unbounce

Forms & Surveys
Integrate ConvertKit with Clio

ConvertKit

Drip Emails
Integrate ScheduleOnce with Clio

ScheduleOnce

Scheduling & Booking
Integrate ClickFunnels with Clio

ClickFunnels

Marketing Automation
Integrate Twilio with Clio

Twilio

Phone & SMS
Integrate Smartsheet with Clio

Smartsheet

Spreadsheets
Integrate SQL Server with Clio

SQL Server

Databases +1Databases, Premium
Integrate Formsite with Clio

Formsite

Forms & Surveys
Integrate Thryv with Clio

Thryv

CRM (Customer Relationship Management)
Integrate HelloSign with Clio

HelloSign

Signatures
Integrate Heymarket SMS with Clio

Heymarket SMS

Phone & SMS
Integrate ServeManager with Clio

ServeManager

CRM (Customer Relationship Management)
Integrate Dialpad with Clio

Dialpad

Phone & SMS
Integrate Drip with Clio

Drip

Drip Emails
Integrate Harvest with Clio

Harvest

Time Tracking Software
Integrate Egnyte with Clio

Egnyte

File Management & Storage
Integrate FreshBooks with Clio

FreshBooks

Accounting
Integrate Zoho Projects with Clio

Zoho Projects

Project Management +1Project Management, Zoho
Integrate Front with Clio

Front

Email
Integrate Podio with Clio

Podio

Project Management
Integrate Clockify with Clio

Clockify

Time Tracking Software
Integrate SignRequest with Clio

SignRequest

Signatures
Integrate Kanbanize with Clio

Kanbanize

Project Management
Integrate Philips SpeechLive with Clio

Philips SpeechLive

Transcription
Integrate Copper with Clio

Copper

CRM (Customer Relationship Management)
Integrate PDFfiller with Clio

PDFfiller

Documents
Integrate Kartra with Clio

Kartra

Marketing Automation
Integrate Olark with Clio

Olark

Customer Support
Integrate SurveyMonkey with Clio

SurveyMonkey

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 Databox with Clio

Databox

Dashboards
Integrate Evernote Business with Clio

Evernote Business

Notes +1Notes, Premium
Integrate FileInvite with Clio

FileInvite

Documents
Integrate Filevine with Clio

Filevine

Beta +1Beta, Project Management
Integrate Timing with Clio

Timing

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

Contactually

CRM (Customer Relationship Management)
Integrate Docupilot with Clio

Docupilot

Documents
Integrate Zoho Connect with Clio

Zoho Connect

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

SignNow

Signatures
Integrate Apptoto with Clio

Apptoto

Beta +1Beta, Calendar
Integrate Glip with Clio

Glip

Team Chat
Integrate Freshsales with Clio

Freshsales

CRM (Customer Relationship Management)
Integrate LiveChat with Clio

LiveChat

Customer Support
Integrate Planview Leankit with Clio

Planview Leankit

Project Management
Integrate ProcessPlan with Clio

ProcessPlan

Product Management

Connect Clio to 3,000+ Apps

  • Clio logoGmail logo

    Create Gmail labels from new Clio matters

    Clio + Gmail

  • Clio logoEvernote logo

    Add tags to Evernote with new Clio matters

    Clio + Evernote

  • Clio logoGoogle Contacts logo

    Turn new Clio Matters into Google Contacts

    Clio + Google Contacts

  • Clio logoMailchimp logo

    Add new Clio contacts to Mailchimp lists

    Clio + Mailchimp

  • Google Forms logoClio logo

    Create Clio matters from new Google Forms responses

    Google Forms + Clio

  • Evernote logoClio logoClio logo

    Add new Evernote notes to Clio matters

    Evernote + 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 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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