Clio
When this happens...
Citrix ShareFileCreate Folder

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

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Clio + Citrix ShareFile 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.

New File

Triggers when a new file is added to the chosen folder.

Create Folder

Creates a folder in the chosen folder. If home is chosen will create a folder in the home directory.

New Document

Triggers when a new document is created.

Create Client User

Creates a ShareFile user with the given information.

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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.

Citrix ShareFile is an enterprise "follow-me" data solution that makes it easy for users to store, sync and share data securely from any device, anywhere!

See Citrix ShareFile Integrations