Clio

Say goodbye to manually entering new business cards into Clio with this Zapier automation! When you snap a pic of a business card with the Contacts+ Card Reader app, a team of people—not computers—transcribes the card and add a new contact to Clio.

How It Works

  1. Use the Contacts+ Card Reader app to scan a business card
  2. Once it's transcribed—a step that can take up to an hour because it's human-powered—Zapier will add the contact to Clio

What You Need

  1. Contacts+ Card Reader app
  2. Clio account

Why Zapier?

Free

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

Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Clio + Contacts+ 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 Contact

Triggers when a contact is created or a business card is transcribed.

Update Contact

Updates a contact.

New Business Card Transcribed

Triggers when a business card has been transcribed.

Tag Contact

Tags a 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.

Learn More

Contacts+, formerly known as FullContact, is a modern contact management app to keep your contacts up-to-date across all leading platforms.

See Contacts+ Integrations