Clio Integrations

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

After someone Schedules an appointment through Acuity, you'll want to onboard the new potential client into Clio. This Zapier automation handles the on-boarding process, by creating a new person and matter in Clio. Additionally it creates the new appointment the client created in Acuity to your firm's Calendar on Clio.

How this Acuity Scheduling- Clio integration works

1. A "New Appointment" is created in Acuity Scheduling
2. Clio takes the input data from the New Appointment to create a "New Person" in Clio
3. Clio then creates a new "Matter" for the newly created Person
4. Clio creates a new "Calendar Entry" for this matter based on the time and date of the Appointment in Acuity

Apps involved

• Acuity Scheduling
• Clio

Save time by avoiding manual entry of your clients in two platforms with the FreshBook Clio integration. When you create a new person in Clio, a new client will automatically get created in FreshBooks too!

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

If you use Clio Connect to receive Documents from clients, you may want to be notified when a Contact uploads a Document.

When a new document is added to Clio, this Zap will check to see if the Document's Contact matches a Contact in your Clio database. If it does, you will receive an email (don't forget to set the "To" field to your email in the Email step)

Managing tasks across multiple clients with overlapping due dates can be tough. Use this Zapier automation to create a TimeHero task for every new task in Clio, so that TimeHero can plan your schedule and keep you on track. You'll never have to figure out what to work on next.