When this happens...
ClioNew Matter (Legacy)
Then do this...
GmailCreate Label

If you use Gmail labels to manage communication with different clients, then it's not uncommon to have a label for each client. If that's your preferred workflow then this integration is for you.

Any time a new matter is created in Clio, instantly create a new label in Gmail to help track communications.

How It Works

  1. A new matter is created in Clio
  2. Zapier automatically creates a new label in Gmail

What You Need

  • Clio account
  • Gmail 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 + Gmail and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Activity

Triggers when a new activity is created.

Create Person

Creates a new person.

New Calendar Entry

Triggers when a new calendar entry is created.

Create Contact Note

Creates a new contact note

New Task

Triggers when a new task has been created.

Create Company

Creates a new company.

New Communication

Triggers when a new communication is created.

Create Matter Note

Creates a new matter note

New Bill

Triggers when a new bill is created.

Create Communication

Creates a new communication.

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Become a Zapier Integration Partner

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.

One of the most popular email services, Gmail keeps track of all your emails with treaded conversations, tags, and Google-powered search to locate find any message you need.