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Clio + Documate

Create Clio matters when new workflows are completed in Documate

This Zapier template will create a matter in your Clio account when your team or a client completes a new workflow. This allows you to collect client and matter data in Documate, save it within your existing practice management system, and later use that same data and any other Clio data through Documate's native Clio integration. With this integration, you can fully integrate your practice's document automation and practice management.

This Zapier template will create a matter in your Clio account when your team or a client completes a new workflow. This allows you to collect client and matter data in Documate, save it within your existing practice management system, and later use that same data and any other Clio data through Documate's native Clio integration. With this integration, you can fully integrate your practice's document automation and practice management.

  1. When this happens...
    DocumateDocumate
    Workflow Completed

    Triggers when a workflow is completed.

    TriggerInstant
  2. automatically do this!
    ClioClio
    Create Matter

    Creates a new matter.

    ActionWrite
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Supported triggers and actions

What does this mean?
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clio logo

About Clio

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.
Learn more

Related categories

  • CRM (Customer Relationship Management)
documate logo
documate logo

About Documate

Documate is a no-code platform for document automation and building expert systems.

Related categories

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