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
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Supported triggers and actions

What does this mean?
  • Clio triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Instant
    Try It
  • 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 Document

    Triggers when a new document is created.

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

    New Bill

    Triggers when a new bill 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 triggers, actions, and search

    New Matter

    Triggers when a new matter is created.

    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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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lawmatics logo
lawmatics logo

About Lawmatics

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

Related categories

  • Marketing Automation

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier