Clio
When this happens...
ClioNew Matter
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

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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 + Gmail 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 Email Matching Search

Triggers when you receive a new email that matches a search string you provide.

Create Draft

Create (but do not send) a new email message.

New Labeled Email

Triggers when you receive a new email and label it within two days.

Send Email

Create and send a new email message.

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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.

See Gmail Integrations