Clio + Microsoft Teams

Send chat messages in Microsoft Teams for new matters in Clio

Stay on top of your legal cases without missing a beat. With this workflow, whenever a new matter is added in Clio, a chat message will be promptly dispatched in Microsoft Teams. Save time on manual updates and keep your team instantly informed about new cases for seamless collaboration and efficient case management.

Stay on top of your legal cases without missing a beat. With this workflow, whenever a new matter is added in Clio, a chat message will be promptly dispatched in Microsoft Teams. Save time on manual updates and keep your team instantly informed about new cases for seamless collaboration and efficient case management.

  1. When this happens...
    ClioClio
    New Matter

    Triggers when a new matter is created.

    TriggerInstant
  2. automatically do this!
    Microsoft TeamsMicrosoft Teams
    Send Chat Message

    Sends a message in an existing chat.

    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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microsoft-teams logo
microsoft-teams logo

About Microsoft Teams

Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.
Learn moreHelp

Related categories

  • Microsoft
  • Team Chat

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