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Clio + Kanbanize Integrations

How to connect Clio + Kanbanize

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Supported triggers and actions

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How Clio + Kanbanize Integrations Work

  1. Step 1: Authenticate Clio and Kanbanize.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

About Clio

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.
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Related categories

  • CRM (Customer Relationship Management)
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About Kanbanize

Kanbanize is a lean management platform for Portfolio Kanban implementation that helps teams achieve workflow transparency on a global level.
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Related categories

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