Clio + Linear

Clio + Linear integrations

Create new Linear projects from new matters in Clio

When a new matter arises in your legal practice, wouldn't it be great if a new project was immediately created in your project management tool? With this workflow between Clio and Linear, you can do just that. Simply set it up once, and each time a new matter is detected in Clio, a corresponding project will be generated in Linear, saving you time and keeping your tasks organized. A perfect way to stay on top of your caseload and ensure nothing falls through the cracks.

When this happens...
New MatterTriggers when a new matter is created.
TriggerInstant
automatically do this!
Create ProjectCreate a new project in Linear
ActionWrite

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More things you can do with Clio and Linear

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

New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
Bill State Updated
Triggers when the state of a bill has changed.
Trigger
Instant
Try It
New Communication
Triggers when a new communication is created.
Trigger
Instant
Try It
New Document
Triggers when a new document is created.
Trigger
Polling
Try It
- Event
  Required
Trigger
Instant
Try It

New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- 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
New Customer
Triggers when a new customer is created.
Trigger
Instant
Try It
- Creator
- Project
- Document ID
Trigger
Instant
Try It
- Creator
- Team
- Issue ID
Trigger
Instant
Try It
- Team
- Status
- Lead
- Initiative
Trigger
Instant
Try It
- Creator
- Project
- Team
Trigger
Instant
Try It
Updated Customer Need
Triggers when a customer request is updated.
Trigger
Instant
Try It
- Team
  Required
- Status
- Creator
- Assignee
- Priority
- Label
- Project
- Project Milestone
Trigger
Instant
Try It
- Creator
- Project
- Team
Trigger
Instant
Try It
- Name
  Required
- Domains
- External IDs
- Revenue
- Size
- Tier ID
Action
Write
- Issue
  Required
- URL
  Required
- Title
Action
Write
- Issue
  Required
- Comment Body
  Required
Action
Write
- Issue
  Required
- Label
  Required
Action
Write
- Customer ID
  Required
Action
Search
- Issue Name
  Required
- Team
Action
Search
- Project ID or project slug ID
  Required
Action
Search

New Bill
Triggers when a new bill is created.
Trigger
Instant
Try It
New Calendar Entry
Triggers when a new calendar entry is created.
Trigger
Instant
Try It
- Contact Type
Trigger
Instant
Try It
New Matter
Triggers when a new matter is created.
Trigger
Instant
Try It
New Matter Note
Triggers when a new matter note is created.
Trigger
Polling
Try It
Task Status Updated
Triggers when the status of a task has changed.
Trigger
Instant
Try It
- 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
New Customer Need
Triggers when a new customer request is created.
Trigger
Instant
Try It
- Creator
- Initiative
Trigger
Instant
Try It
- Team
  Required
- Status
- Creator
- Assignee
- Priority
- Label
- Project
- Project Milestone
Trigger
Instant
Try It
- Creator
- Project
Trigger
Instant
Try It
Updated Customer
Triggers when a customer is updated.
Trigger
Instant
Try It
- Creator
- Initiative
Trigger
Instant
Try It
- Team
- Status
- Lead
- Initiative
Trigger
Instant
Try It
- Issue
  Required
- Label
  Required
Action
Write
- Customer ID
- External Customer ID
- Issue ID
- Attachment ID
- Attachment URL
- Body
- Priority
Action
Write
- Name
  Required
- Summary
- Content
- Status
- Teams
  Required
- Members
- Lead
- Priority
Action
Write
- Template
- Team
  Required
- Description
- Parent Issue
- Status
- Assignee
- Subscriber emails
- Priority
- Estimate
- Labels
- Project
- Project Milestone
- Due Date
Action
Write
- Issue ID
  Required
- Team
- Title
- Description
- Parent Issue
- Status
- Assignee
- Priority
- Estimate
- Labels
- Project
- Project Milestone
- ClearFieldHelpText
- Due Date
Action
Write
- Issue ID or identifier
  Required
Action
Search
- Issue ID or identifier
  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.

Learn moreLearn moreHelpHelp

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About Linear

Linear helps you manage software development processes.

Learn moreLearn moreHelpHelp

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Team Collaboration