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Clio Integrations

CRM (Customer Relationship Management)

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Integrate Google Sheets with Clio

Google Sheets

Google, Spreadsheets
Integrate Gmail with Clio

Gmail

Email, Google
Integrate Google Forms with Clio

Google Forms

Forms & Surveys, Google
Integrate RingCentral with Clio

RingCentral

Phone & SMS
Integrate Trello with Clio

Trello

Project Management
Integrate Airtable with Clio

Airtable

Databases
Integrate Microsoft Outlook with Clio

Microsoft Outlook

Email, Microsoft
Integrate Slack with Clio

Slack

Team Chat
Integrate Acuity Scheduling with Clio

Acuity Scheduling

Scheduling & Booking
Integrate Cognito Forms with Clio

Cognito Forms

Forms & Surveys
Integrate Google Drive with Clio

Google Drive

File Management & Storage, Google
Integrate Microsoft Excel with Clio

Microsoft Excel

Microsoft, Spreadsheets

Dropbox

File Management & Storage
Integrate Evernote with Clio

Evernote

Notes
Integrate Asana with Clio

Asana

Project Management
Integrate Jotform with Clio

Jotform

Forms & Surveys
Integrate Calendly with Clio

Calendly

Scheduling & Booking
Integrate Mailchimp with Clio

Mailchimp

Email Newsletters
Integrate HubSpot with Clio

HubSpot

Marketing Automation
Integrate Google Calendar with Clio

Google Calendar

Calendar, Google
Integrate OneDrive with Clio

OneDrive

File Management & Storage, Microsoft
Integrate monday.com with Clio

monday.com

Project Management
Integrate Google Contacts with Clio

Google Contacts

Contact Management, Google
Integrate Microsoft To Do with Clio

Microsoft To Do

Microsoft, Task Management
Integrate Box with Clio

Box

File Management & Storage
Integrate Formstack with Clio

Formstack

Forms & Surveys
Integrate Todoist with Clio

Todoist

Task Management
Integrate Gravity Forms with Clio

Gravity Forms

Forms & Surveys, WordPress
Integrate Pipedrive with Clio

Pipedrive

CRM (Customer Relationship Management)
Integrate Keap Max Classic with Clio

Keap Max Classic

Marketing Automation, Premium
Integrate Toggl with Clio

Toggl

Time Tracking Software
Integrate Mailparser with Clio

Mailparser

Email
Integrate 123FormBuilder with Clio

123FormBuilder

Forms & Surveys
Integrate Constant Contact with Clio

Constant Contact

Email Newsletters
Integrate Microsoft Teams with Clio

Microsoft Teams

Microsoft, Team Chat
Integrate Zoho CRM with Clio

Zoho CRM

CRM (Customer Relationship Management), Premium, Zoho
Integrate OneNote with Clio

OneNote

Microsoft, Notes
Integrate QuickBooks Online with Clio

QuickBooks Online

Accounting, Premium
Integrate ClickUp with Clio

ClickUp

Project Management
Integrate ActiveCampaign with Clio

ActiveCampaign

Marketing Automation
Integrate Google Tasks with Clio

Google Tasks

Google, Task Management
Integrate Wufoo with Clio

Wufoo

Forms & Surveys
Integrate Salesforce with Clio

Salesforce

CRM (Customer Relationship Management), Premium
Integrate Docparser with Clio

Docparser

Documents
Integrate Citrix ShareFile with Clio

Citrix ShareFile

File Management & Storage
Integrate Basecamp 3 with Clio

Basecamp 3

Project Management
Integrate DocuSign with Clio

DocuSign

Signatures
Integrate Formstack Documents with Clio

Formstack Documents

Documents
Integrate Microsoft Office 365 with Clio

Microsoft Office 365

Email, Microsoft
Integrate Squarespace with Clio

Squarespace

Forms & Surveys
Integrate Dubsado with Clio

Dubsado

CRM (Customer Relationship Management)
Integrate Zipwhip with Clio

Zipwhip

Phone & SMS
Integrate Vonage Business Communications with Clio

Vonage Business Communications

Phone & SMS
Integrate Google Docs with Clio

Google Docs

Documents, Google
Integrate Xero with Clio

Xero

Accounting, Premium
Integrate Keap with Clio

Keap

CRM (Customer Relationship Management)
Integrate Apptoto with Clio

Apptoto

Beta, Calendar
Integrate Rally with Clio

Rally

Beta, CRM (Customer Relationship Management)
Integrate Agile CRM with Clio

Agile CRM

CRM (Customer Relationship Management)
Integrate WooCommerce with Clio

WooCommerce

eCommerce, WordPress
Integrate Things with Clio

Things

Task Management
Integrate Dialpad with Clio

Dialpad

Phone & SMS
Integrate LeadConnector with Clio

LeadConnector

Marketing Automation
Integrate Facebook Lead Ads with Clio

Facebook Lead Ads

Ads & Conversion, Facebook, Premium
Integrate PandaDoc with Clio

PandaDoc

Documents
Integrate SimpleKPI with Clio

SimpleKPI

Beta, Dashboards
Integrate Zoom with Clio

Zoom

Video Conferencing
Integrate Thryv with Clio

Thryv

CRM (Customer Relationship Management)
Integrate Formidable Forms with Clio

Formidable Forms

Forms & Surveys, WordPress
Integrate Review Judge with Clio

Review Judge

Beta, Reviews
Integrate Stripe with Clio

Stripe

Payment Processing
Integrate Harvest with Clio

Harvest

Time Tracking Software
Integrate Lawmatics with Clio

Lawmatics

Beta, Marketing Automation
Integrate Ontraport with Clio

Ontraport

Marketing Automation
Integrate Unbounce with Clio

Unbounce

Forms & Surveys
Integrate OnceHub with Clio

OnceHub

Sales & CRM
Integrate Zoho Forms with Clio

Zoho Forms

Forms & Surveys, Zoho
Integrate Legalboards with Clio

Legalboards

Beta, Project Management
Integrate HelloSign with Clio

HelloSign

Signatures
Integrate Kanbanize with Clio

Kanbanize

Project Management
Integrate Smartsheet with Clio

Smartsheet

Spreadsheets
Integrate Typeform with Clio

Typeform

Forms & Surveys
Integrate SQL Server with Clio

SQL Server

Databases, Premium
Integrate Podio with Clio

Podio

Project Management
Integrate Ninja Forms with Clio

Ninja Forms

Forms & Surveys, WordPress
Integrate AnswerConnect with Clio

AnswerConnect

Customer Support
Integrate Twitter with Clio

Twitter

Social Media Accounts
Integrate Twilio with Clio

Twilio

Phone & SMS
Integrate OmniFocus with Clio

OmniFocus

Task Management
Integrate PracticePanther Legal Software with Clio

PracticePanther Legal Software

CRM (Customer Relationship Management)
Integrate Wrike with Clio

Wrike

Project Management
Integrate Notion with Clio

Notion

Beta, Task Management
Integrate Woodpecker with Clio

Woodpecker

Beta, Documents
Integrate Wave with Clio

Wave

Accounting
Integrate Streak with Clio

Streak

CRM (Customer Relationship Management)
Integrate Zoho Analytics with Clio

Zoho Analytics

Analytics, Zoho
Integrate ServeManager with Clio

ServeManager

CRM (Customer Relationship Management)
Integrate Zoho WorkDrive with Clio

Zoho WorkDrive

File Management & Storage, Zoho
Integrate FreshBooks with Clio

FreshBooks

Accounting
Integrate ClickFunnels with Clio

ClickFunnels

Marketing Automation
Integrate WPForms with Clio

WPForms

Forms & Surveys, WordPress
Integrate Drip with Clio

Drip

Drip Emails
Integrate Copper with Clio

Copper

CRM (Customer Relationship Management)
Integrate Formsite with Clio

Formsite

Forms & Surveys
Integrate ConvertKit with Clio

ConvertKit

Drip Emails
Integrate Zendesk with Clio

Zendesk

Customer Support, Premium
Integrate CallRail with Clio

CallRail

Call Tracking
Integrate Evernote Business with Clio

Evernote Business

Notes, Premium
Integrate Setmore Appointments with Clio

Setmore Appointments

Scheduling & Booking
Integrate Documate with Clio

Documate

Beta, File Management & Storage
Integrate Google Ads with Clio

Google Ads

Ads & Conversion, Google, Premium
Integrate Kartra with Clio

Kartra

Marketing Automation
Integrate Teamwork with Clio

Teamwork

Project Management
Integrate SignRequest with Clio

SignRequest

Signatures
Integrate Egnyte with Clio

Egnyte

File Management & Storage
Integrate TickTick with Clio

TickTick

Task Management
Integrate SignNow with Clio

SignNow

Signatures
Integrate Front with Clio

Front

Email
Integrate Zoho Projects with Clio

Zoho Projects

Project Management, Zoho
Integrate Timing with Clio

Timing

Time Tracking Software
Integrate Moxtra with Clio

Moxtra

Team Collaboration
Integrate Timeular with Clio

Timeular

Beta, Productivity
Integrate Clockify with Clio

Clockify

Time Tracking Software
Integrate Philips SpeechLive with Clio

Philips SpeechLive

Transcription

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Popular ways to use Clio workflows

  • Create Gmail labels from new Clio matters

    • Clio logo
    • Gmail logo
    Clio + Gmail
    More details
    1. When this happens

      Step 1: New Matter

    2. Then do this

      Step 2: Create Label

    Create Gmail labels from new Clio matters

    Create Gmail labels from new Clio matters
    • Clio logo
    • Gmail logo
    Clio + Gmail
  • Add tags to Evernote with new Clio matters

    • Clio logo
    • Evernote logo
    Clio + Evernote
    More details
    1. When this happens

      Step 1: New Matter

    2. Then do this

      Step 2: Create Tag

  • Turn new Clio Matters into Google Contacts

    • Clio logo
    • Google Contacts logo
    Clio + Google Contacts
    More details
    1. When this happens

      Step 1: New Matter

    2. Then do this

      Step 2: Create Contact

  • Add new Clio contacts to Mailchimp lists

    • Clio logo
    • Mailchimp logo
    Clio + Mailchimp
    More details
    1. When this happens

      Step 1: New Contact

    2. Then do this

      Step 2: Add/Update Subscriber

  • Create Clio matters from new Google Forms responses

    • Google Forms logo
    • Clio logo
    Google Forms + Clio
    More details
    1. When this happens

      Step 1: New Response in Spreadsheet

    2. Then do this

      Step 2: Create Matter

  • Add new Evernote notes to Clio matters

    • Evernote logo
    • Clio logo
    • Clio logo
    Evernote + Clio
    More details
    1. When this happens

      Step 1: New Note

    2. Then do this

      Step 2: Find Matter

    3. Then do this

      Step 3: Create Matter Note

  • Log new Toggl time entries in Clio

    • Toggl logo
    • Clio logo
    Toggl + Clio
    More details
    1. When this happens

      Step 1: New Time Entry

    2. Then do this

      Step 2: Create Time Entry (Activity)

  • Create Toggl projects from new Clio matters

    • Clio logo
    • Toggl logo
    Clio + Toggl
    More details
    1. When this happens

      Step 1: New Matter

    2. Then do this

      Step 2: Create Project

Clio integration details

Streamline your law firm's matter management with Clio and Zapier. Focus your efforts on connecting with clients while Zapier and Clio automatically track progress, manage billing, and analyze reports. Zapier will connect Clio to thousands of other apps so you can spend less time on administrative tasks and more time keeping your clients happy.

Supported triggers and actions

What does this mean?
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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 More

Related categories

  • CRM (Customer Relationship Management)

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