Skip to content
  • Clio logoClio logo
  • Lawmatics logoLawmatics logo

Clio + Lawmatics

Create Lawmatics custom form entries for new Clio contacts

Effortlessly maintain up-to-date client information with this Clio and Lawmatics integration. When a new contact is added in Clio, a corresponding contact is created in Lawmatics, ensuring all critical data remains current across both platforms. Streamline your contact management process and keep accurate records with this seamless workflow.

Effortlessly maintain up-to-date client information with this Clio and Lawmatics integration. When a new contact is added in Clio, a corresponding contact is created in Lawmatics, ensuring all critical data remains current across both platforms. Streamline your contact management process and keep accurate records with this seamless workflow.

  1. When this happens...
    ClioClio
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    LawmaticsLawmatics
    Submit Custom Form Entry

    Fill out a Custom Form with values.

    ActionWrite
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

  • Clio triggers, actions, and search

    Bill State Updated

    Triggers when the state of a bill has changed.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Communication

    Triggers when a new communication is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Calendar Entry

    Triggers when a new calendar entry is created.

    Trigger
    Instant
    Try It
    • Contact Type

    Trigger
    Instant
    Try It
clio logo
clio logo

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.
lawmatics logo
lawmatics logo

About Lawmatics

Lawmatics is the #1 Intake and Marketing Automation platform for the modern Law Firm.

Related categories