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.

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.

Clio

Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time.

We also support Google Sheets!

Google Docs

Dropbox lets you store your files online, sync them to all your devices, and share them easily. Get started for free, then upgrade for more space and security features.

Dropbox

Quip is a modern productivity suite that enables you and your team to collaborate on any device. It works across iPhone, iPad, Android phones and tablets, and the desktop web. Quip has a simple and elegant interface that combines documents and messages into a single chat-like “thread” of updates, making collaboration immediate and easy. You can share documents, tables, checklists, and more so multiple people can edit and discuss together in a single, shared workspace.

Quip

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

Google Sheets

DocSend tells you how prospects engage with your sales material after you send it. Know when to follow up, who to follow up with, and what to focus on, enabling you to do business faster.

DocSend

Introducing Formstack Documents, formerly WebMerge. Automatically generate PDF and Word DOCX documents merged with data from online web services. Contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money.

Formstack Documents

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.

Zapier automatically creates a document in WebMerge

Clio

Formstack Documents

Clio

Formstack Documents

Create Webmerge contracts for new clients in Clio

How this Clio-WebMerge integration works

Apps involved

Create WebMerge documents from new Clio matters

Populate WebMerge document templates with info from new Clio matters

Connect Clio + Formstack Documents in Minutes

All Triggers & Actions

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