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  • Clio logoClio logo
  • Gavel logoGavel logo

Clio + Gavel

Create and populate new sessions in Gavel for every new matter in Clio

When a new case surfaces in your Clio application, this workflow swiftly creates and populates a matching session in the Gavel application. This process reduces the need for manual data entry and saves precious time. It helps in maintaining an efficient legal management system by keeping your cases and related sessions consistently current.

When a new case surfaces in your Clio application, this workflow swiftly creates and populates a matching session in the Gavel application. This process reduces the need for manual data entry and saves precious time. It helps in maintaining an efficient legal management system by keeping your cases and related sessions consistently current.

  1. When this happens...
    ClioClio
    New Matter

    Triggers when a new matter is created.

    TriggerInstant
  2. automatically do this!
    GavelGavel
    Create and Populate a New Session

    Creates a new session of an existing workflow, populates it with the provided variables, and outputs a session ID and a link that can be used to continue the workflow.

    ActionWrite
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Supported triggers and actions

  • Clio triggers, actions, and search

    Bill State Updated

    Triggers when the state of a bill has changed.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Communication

    Triggers when a new communication is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Calendar Entry

    Triggers when a new calendar entry is created.

    Trigger
    Instant
    Try It
    • Contact Type

    Trigger
    Instant
    Try It
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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.
gavel logo
gavel logo

About Gavel

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

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