Create Gmail labels from new Clio matters
Clio + Gmail
Zapier allows you to instantly connect Clio with 3,000+ apps to automate your work and find productivity super powers.
Clio + Gmail
Clio + Evernote
Clio + Google Contacts
Clio + Mailchimp
Google Forms + Clio
Evernote + Clio
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:
The following Clio Triggers, Searches, Filters, and Actions are supported by Zapier:
Creates a new matter.
Creates a person contact.
Creates a new task.
Assign a Task Template List.
Updates an existing company contact.
Creates a new calendar entry.
Creates a new communication.
Creates a company contact.
Creates a new expense entry.
Creates a new folder in a matter.
Creates a new matter note.
Creates a new time entry.
Updates an existing person contact.
Update an existing matter.
Updates a task.
Upload document to matter.
Find a matter by number, display number, description, or client name.
Find newest matter by client email.
Find newest matter by custom field.
Finds a Bill by Client ID, Matter ID or Invoice number.
Find a Company Contact, by name, email or phone number.
Find newest contact by custom field.
Find a person contact by first name, last name, email or phone number.
Find a user by name.
Find or Create Company Contact
Find or Create a Matter
Find or Create Person Contact