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

IMAP stands for Internet message access protocol, which is a widely used protocol for e-mail retrieval available in Microsoft, Google and Yahoo! products among millions of mail servers worldwide.

Check our SMTP service as well!

IMAP by Zapier

SMTP stands for Simple Mail Transfer Protocol, which is an Internet standard for email transmission available in Microsoft, Google and Yahoo! products among millions of mail servers worldwide.

Check our IMAP service as well!

SMTP by Zapier

Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer!

Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.

Microsoft Office 365

Zoho Mail is a collaborative business communication platform for the modern workforce. It is a blend of classic email and the modern collaboration tools using comments, likes and sharing.

Zoho Mail

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

Connect Gmail to Zapier to turn your inbox into a productivity powerhouse. Automatically send starred messages to Trello as new cards, or create calendar events and Zoom meetings when you label an email. The possibilities are endless when you connect Gmail with the 1,000+ apps supported by Zapier.

Here are some creative ways to use Gmail and Zapier:

Gmail

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, this zap will automatically create a new label in Gmail to help track communications.

Zapier automatically creates a new label in Gmail

Clio

Gmail

Clio

Gmail

Create Gmail labels from new Clio matters

How It Works

What You Need

Create person contacts in Clio with details extracted by CandidateZip from new attached files in Gmail

Create Gmail labels for new matters in Clio

Populate Woodpecker templates for new Clio tasks, save templates to Box, and send emails via Gmail

Connect Clio + Gmail in Minutes

All Triggers & Actions

Connect the apps you use every day