Clio

Clio + CallRail Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Clio and CallRail, with as many as 180 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Clio + CallRail and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Task

Triggers when a new task is created.

Create Task

Creates a new task.

New Matter

Triggers when a new matter is created.

Create Matter

Creates a new matter.

New Contact

Triggers when a new contact is created.

Create Person Contact

Creates a person contact.

Phone Call Completed

Triggers shortly after an inbound phone call is completed and includes post call fields (e.g. recording URL, duration, etc.).

Create Matter Note

Creates a new matter note.

Phone Call Started

Triggers when an inbound phone call is started.

Update Person Contact

Updates an existing person contact.

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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.

CallRail provides call tracking and analytics for online and offline marketing campaigns. We make it easy to track phone call conversions from PPC, SEO, web referrals, and direct marketing.

See CallRail Integrations