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

InstantNew Contact

Triggers when a new contact is created.

InstantNew Task

Triggers when a new task is created.

InstantNew Bill

Triggers when a new bill is created.

InstantNew Calendar Entry

Triggers when a new calendar entry is created.

New Document

Triggers when a new document is created.

New Matter Note

Triggers when a new matter note is created.

InstantNew Matter

Triggers when a new matter is created.

InstantNew Activity

Triggers when a new activity is created.

InstantBill State Updated

Triggers when the state of a bill has changed.

InstantNew Communication

Triggers when a new communication is created.

InstantMatter Status Updated

Triggers when the status of a matter has changed.

InstantTask Status Updated

Triggers when the status of a task has changed.

Actions

Create Matter

Creates a new matter.

Create Task

Creates a new task.

Update Company Contact

Updates an existing company contact.

Create Communication

Creates a new communication.

Create Expense Entry (Activity)

Creates a new expense entry.

Create Matter Note

Creates a new matter note.

Update Person Contact

Updates an existing person contact.

Update Task

Updates a task.

Create Person Contact

Creates a person contact.

Assign Task Template List

Assign a Task Template List.

Create Calendar Entry

Creates a new calendar entry.

Create Company Contact

Creates a company contact.

Create Matter Folder

Creates a new folder in a matter.

Create Time Entry (Activity)

Creates a new time entry.

Update Matter

Update an existing matter.

Upload Document to Matter

Upload document to matter.

Searches

Find Matter

Find a matter by display number, description, or client name.

Find Matter by Custom Field

Find newest matter by custom field.

Find Company Contact

Find a Company Contact, by name, email or phone number.

Find Person Contact

Find a person contact by first name, last name, email or phone number.

Find or Create Company Contact

Find or Create Company Contact

Find or Create Person Contact

Find or Create Person Contact

Find Newest Matter by Client Email

Find newest matter by client email.

Find Bill

Finds a Bill by Client ID, Matter ID or Invoice number.

Find Contact by Custom Field

Find newest contact by custom field.

Find User

Find a user by name.

Find or Create a Matter

Find or Create a Matter

Connect Clio to 2,000+ Apps

Clio

Clio Integrations

Do more with Clio

Choose an app to connect with Clio

Gmail

Google Forms

Acuity Scheduling

Dropbox

Airtable

Google Drive

Asana

Evernote

Cognito Forms

Calendly

Box

Google Calendar

Google Contacts

Formstack

Wufoo

123FormBuilder

HubSpot

Basecamp 3

Trello

Docparser

ActiveCampaign

Formstack Documents

Google Sheets

Dubsado

DocuSign

ClickUp

Constant Contact

Citrix ShareFile

Google Docs

Xero

Agile CRM

Squarespace

RingCentral

Zipwhip

Zoho CRM

Zoho Forms

Microsoft Outlook

Zoom

PandaDoc

Lawyaw

Facebook Lead Ads

LinkedIn

Twitter

Todoist

Ninja Forms

WPForms

Formidable Forms

Wrike

ConvertKit

Unbounce

ScheduleOnce

Smartsheet

Mailchimp

ClickFunnels

Streak

SQL Server

HelloSign

Drip

FreshBooks New

Gravity Forms

Twilio

Harvest

Zoho Projects

Microsoft To-Do

Front

Formsite

Clockify

SignRequest

Egnyte

Copper

Stripe

Microsoft Excel

CallRail

OneNote

Dialpad

Olark