Clio + Lawcus

Clio + Lawcus integrations

Create Lawcus leads from new Clio contacts with ease

Effortlessly manage your new contacts from Clio with this seamless workflow. Whenever you add a new contact in Clio, this automation will create a Lead (Person) in Lawcus, ensuring your legal client information is consistently updated and centralized. Save time and maintain organization across your legal practice management apps.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Create Lead (Person)Creates a new lead associated with an individual. Use this to initiate the intake process for prospective clients who are individuals.
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More things you can do with Clio and Lawcus

Discover other triggers and actions you can use with Clio and Lawcus

New Activity
Triggers when a new activity is created.
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Bill State Updated
Triggers when the state of a bill has changed.
Trigger
Instant
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New Communication
Triggers when a new communication is created.
Trigger
Instant
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New Document
Triggers when a new document is created.
Trigger
Polling
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- Event
  Required
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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- Matter ID
  Required
- Task Template List
  Required
- Notify Assignees
  Required
- Due At
Action
Write

- Summary
  Required
- Description
- Location
- Starts at:
  Required
- Ends at:
  Required
- All Day Event
- Send Email Notification
- Calendar
  Required
- Contact Attendee
- Matter
Action
Write
- Company Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- Name
  Required
- Matter
  Required
Action
Write
- Note Subject
  Required
- Note Detail
  Required
- Matter
  Required
- Date
Action
Write
- Name
  Required
- Description
  Required
- Type of Assignee
  Required
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Assignee
- Notify Completion
- Statute of Limitations
Action
Write
- Clio Contact ID #
  Required
- Prefix
- First name
- Middle name
- Last name
- Title
- Date of Birth
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
- Company
Action
Write
- Task ID
  Required
- Name
- Description
- Type of Assignee
  Required
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Completion
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search Type
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
Action
Search
Find Matter by Custom Field
Find newest matter by custom field.
Action
Search
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
- Client
  Required
- Group
- Client Reference
- Matter Description
  Required
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
Action
Search or write
Invoice State Changed
Triggers when the status of an invoice is updated (e.g., from Draft to Approved or from Sent to Paid). Use this trigger to monitor billing progress and automate workflows based on invoice state.
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Instant
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Lead Not Hired
Triggers when a lead is marked as “Not Hired.” Helps you track lost opportunities and kick off follow-up workflows or reporting.
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Instant
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Matter Closed
Triggers when a legal matter is marked as closed. Perfect for initiating post-matter processes like archiving, invoicing, or client follow-up.
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Instant
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New Company Created
Triggered when a new organization or company contact is added. Facilitates streamlined integration with business contact records and supports corporate client onboarding processes.
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Instant
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New Expense
Triggers when a new expense is logged. Use this to automate expense tracking, approvals, or syncing with accounting software.
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Instant
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New Invoice Generated
Triggered when a new invoice is issued within the system. Enables downstream billing automation, financial tracking, and client notification processes.
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Instant
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Lead Converted to Matter
Triggered when a lead is successfully converted into an active matter. Ensures smooth transition by initiating matter-specific processes, updating records, and assigning legal resources.
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Instant
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New Person Created
Triggered when a new individual contact is added to the system. Ideal for syncing personal contact details across CRMs, initiating introductory communications, or updating client profiles.
Trigger
Instant
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Task Completed
Triggers when a task’s status changes to “Completed.” Use this to update progress reports, trigger follow-up tasks, or notify stakeholders.
Trigger
Instant
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- Workflow Id
  Required
- Matter Id
  Required
Action
Write
- Name
  Required
- Title
- Website
- Phone
- Phone Type
- Email
- Email Type
- Street
- City
- State
- Zip/Postal Code
- Country
Action
Write
- Title
  Required
- Calendar
- Matter
- Start date
  Required
- End date
  Required
- Location
- Description
Action
Write
- Amount
  Required
- Matter/Lead
  Required
- Timekeeper
- Activity Category
- UTBMS task code
- Date
  Required
- Discount
- Description
- Private Note
Action
Write
- Comment
  Required
- Lead id
  Required
Action
Write
- Matter
  Required
- Comment
  Required
Action
Write
- Name
  Required
- Description
- Workflow
  Required
- Stage
  Required
- Billing Type
  Required
- Rate
- Client
- Open Date
- Country
- Due Date
- Close Date
- Practice
- Number
- Location
Action
Write
- Timekeeper
- Matter/Lead
  Required
- Date
  Required
- Description
- Rate
- Discount
- Duration
- Activity Category
- UTBMS task code
Action
Write
- Id
  Required
- Lead Type
- First Name
- Last Name
- Email
- Phone
- Lead Source
- Referred by
- Description
- Street
- City
- State/Province
- Zip/Postal code
- Country
- Pipeline
- Stage
- Practice Area
- Location
- Responsible Attorney
- Originating Attorney
- Members
- Tags
Action
Write
- Id
  Required
- Company
- First Name
- Last Name
- Title
- Website
- Email
- Email Type
- Phone Number
- Phone Type
- Street
- City
- State
- Zip/Postal Code
- Country
Action
Write
- Search Contact
  Required
Action
Search
- Name
  Required
Action
Search
- Email
  Required
Action
Search
- Name or Email
  Required
Action
Search

New Bill
Triggers when a new bill is created.
Trigger
Instant
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New Calendar Entry
Triggers when a new calendar entry is created.
Trigger
Instant
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- Contact Type
Trigger
Instant
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New Matter
Triggers when a new matter is created.
Trigger
Instant
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New Matter Note
Triggers when a new matter note is created.
Trigger
Polling
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Task Status Updated
Triggers when the status of a task has changed.
Trigger
Instant
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- Clio Contact ID #
  Required
- Company Name
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- Matter
- Date of Communication
- Subject
  Required
- Body
  Required
- Type of Communication
  Required
- Type of Recipient
- Type of Sender
Action
Write
- Expense Category
- Description
- Date
  Required
- Price
- Matter
- Matter Note
- User
Action
Write
- Client
  Required
- Group
- Client Reference
- Matter Description
  Required
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
Action
Write
- Prefix
- First name
  Required
- Middle name
- Last name
  Required
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Write
- Activity Category
- Description
- Date
  Required
- Time
- Price
- Matter
- Matter Note
- User
- Non-Billable
Action
Write
- Matter
  Required
- Client
- Client Reference
- Matter Description
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
Action
Write
- Document
  Required
- Matter
  Required
Action
Write
- Invoice_number
- Matter_id
- Client_id
Action
Search
Find Contact by Custom Field
Find newest contact by custom field.
Action
Search
- Client Email
  Required
Action
Search
- Search Type
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
- Company Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Search or write
- Search Type
- Search Value
  Required
- Prefix
- First name
  Required
- Middle name
- Last name
  Required
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Search or write
- Stage
Trigger
Instant
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- Workflow
- Stage
Trigger
Instant
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New Communication
Triggers when a new communication is logged in the system (e.g., emails, calls, or messages). Ideal for keeping your team or CRM in sync with the latest client interactions.
Trigger
Instant
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New Calendar Entry
Triggers when a new calendar event is added. Great for syncing schedules or creating reminders and alerts across platforms.
Trigger
Instant
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New Flat Fee
Triggers when a new flat fee entry is created for a matter. Useful for billing automation or syncing pricing structures across tools.
Trigger
Instant
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New Lead Created
Triggered when a new prospective client (lead) is added to the system. Supports immediate engagement through lead qualification workflows, outreach automation, or system-wide updates.
Trigger
Instant
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New Matter Created
Triggered when a new legal matter is opened in the system. Recommended for launching matter intake procedures, assigning legal teams, or initiating workflow automation.
Trigger
Instant
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New Task
Triggers when a new task is created within a matter or project. Use this to automate task notifications, assignments, or integrations with project tools.
Trigger
Instant
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New Time Entry
Triggers when a new time entry is created. Helpful for syncing time logs with billing tools or tracking productivity in real-time.
Trigger
Instant
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- Matter Id
  Required
- Date of Communication
  Required
- Subject
  Required
- Body
  Required
- Type of Communication
  Required
- To (Contacts)
- To (Teammates)
Action
Write
- Contact
  Required
- Comment
  Required
Action
Write
- Timekeeper
- Matter/Lead
- Date
  Required
- Rate
  Required
- Quantity
  Required
- Discount
- Activity Category
- Public Note
- Private Note
Action
Write
- First Name
  Required
- Last Name
  Required
- Phone
- Email
- Lead Source
- Referred by
- Street
- City
- State/Province
- Zip/Postal code
- Country
- Description
- Stage
  Required
- Practice Area
Action
Write
- Company name
  Required
- Phone
- Email
- Lead Source
- Referred by
- Street
- City
- State/Province
- Zip/Postal code
- Country
- Description
- Stage
  Required
- Practice Area
Action
Write
- Name
  Required
- Description
- Matter
  Required
- Due Date
- Assign Member
Action
Write
- Company
- First Name
  Required
- Last Name
  Required
- Title
- Website
- Email
- Email Type
- Phone Number
- Phone Type
- Street
- City
- State
- Zip/Postal Code
- Country
Action
Write
- Id
  Required
- Name
- Title
- Website
- Phone
- Phone Type
- Email
- Email Type
- Street
- City
- State
- Zip/Postal Code
- Country
Action
Write
- Id
  Required
- Pipeline
- Stage
- Practice
- Client
- Name
- Description
- Open Date
- Due Date
- Close Date
Action
Write
- id
  Required
- Name
- Description
- Due Date
Action
Write
- Invoice number
  Required
Action
Search
- Search Matter
  Required
Action
Search
- Workflow
  Required
- Name
  Required
Action
Search
- Name
  Required
Action
Search

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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About Lawcus

Lawcus is a practice management tool that enables lawyers to organize matters and automate consistent processes to help deliver more with transparency and less effort.