Clio

Clio + Highrise Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Clio and Highrise, with as many as 288 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Clio + Highrise 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 Contact

Triggers when a new contact is added to Highrise.

Create/Update a Contact

Creates a new contact, or, if a contact exists, we will update it.

New Deal

Triggered when a new deal is added

Create Note for Contact

If a contact exists, we will add a note to it. If no contact exists, we will create one and add a note to it.

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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.

Highrise CRM helps you manage your contacts, keep track of who said what when, schedule follow-ups, set reminders, and convert leads into done deals.

See Highrise Integrations