When this happens...
SMS by ZapierSend SMS (Legacy)

Lawyers are always on the go—attending depositions, at the courthouse, or at client meetings—so you’re not always able to check Clio for message notifications. With Zapier, you can have an SMS sent to your phone whenever a new communication is recorded on a matter.

How it Works

  1. Zapier watches for new communications in Clio
  2. When a new communication is added, Zapier sends a customized SMS to your phone

What You Need

  1. Clio account
  2. Phone with SMS support

Why Zapier?


Get started for free—14 day trial of premium features and apps.


No coding required—automate any of 1,500+ apps in minutes.


Enterprise-level security—connect mission-critical apps.

It's easy to connect Clio + SMS by Zapier and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Task

Triggers when a new task is created.

Create Task

Creates a new task.

New Matter

Triggers when a new matter is created.

Create Matter

Creates a new matter.

New Contact

Triggers when a new contact is created.

Create Person Contact

Creates a person contact.

New Document

Triggers when a new document is created.

Send SMS

Send an SMS to a number. Notice that a successful action means that the SMS has been queued, not delivered.

New Communication

Triggers when a new communication is created.

Create Matter Note

Creates a new matter note.

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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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What is SMS by Zapier?


Using our built-in number, you can send a limited number of SMS / text messages or even make calls. This is great for reminders!

See SMS Integrations