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

Dropbox lets you store your files online, sync them to all your devices, and share them easily. Get started for free, then upgrade for more space and security features.

Dropbox

Box lets you keep all your businesses files in one place for simple online collaboration.

OneDrive, Microsoft's file sync app formerly known as SkyDrive, lets you store your files online, edit Office documents in the free Office Web Apps, and easily access your online files from your PC.

OneDrive

SugarSync is an easy-to-use file sharing, online backup and cloud storage service you can use to sync music, photos and files across any device. Sync just a few folders or all of your folders. Collaborate on team projects, distribute view-only files, or post links to documents on the web.

SugarSync

Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.

Google Drive will keep all your files organized and up to date, and with Zapier, you can connect Google Drive to all your other apps. Send notifications, create and update documents, and share files without even opening Google Drive. Use Zapier to make Google Drive even more powerful by automatically managing your files—making sure they’re right where you need them, when you need them.

Here are some creative ways to use Google Drive with Zapier:

Save all your Gmail attachments without having to download them yourself. Zapier will add files to Google Drive in the folder of your choice.

Stay up to date on file sharing while working in Slack. Whenever a specific Drive folder receives a file, you’ll get an Slack notification. 

Organize meeting notes for new clients. When you create a new Trello card, Zapier will search for specific files in Google Drive and attach them to that card.

Google Drive

Tired of manually creating person records in your legal software? Use this integration, it will automatically trigger CandidateZip to import data from a new resume file in your Google Drive, then stores the data in your Clio account as a new person record.

Note: The Filename must have the word "resume".

Clio

Google Drive

Clio

Google Drive

Create Clio person records for new Google Drive files parsed by CandidateZip Resume/Job Parser

Connect Clio + Google Drive in Minutes

All Triggers & Actions

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