Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Filter by Zapier

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.

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.

Here are some creative ways to use Clio with Zapier:

 Use your inbox as your client management hub. Whenever you label an email in Gmail, Zapier will create a communication in Clio. 

 Easily prioritize your daily tasks by having Zapier create a card in a Trello board whenever a new matter is created in Clio. 

 Be sure all members of your firm are on the same schedule. Zapier will create calendar entries in Clio whenever you add new events to your Google Calendar.

Filter by Zapier

Clio

Filter by Zapier

Clio

Filter by Zapier + Clio Integrations

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Popular Ways to Connect Filter by Zapier and Clio

Get notified when contacts upload new documents to Clio

Pull resume data using CandidateZip from new files in OneDrive to create new persons in Clio

Create person contacts in Clio with details extracted by CandidateZip from new attached files in Gmail

Add Clio person contacts by parsing resume data with CandidateZip from new files in Box

Extract resume data with CandidateZip from new Dropbox files and create contacts in Daylite

Create person contacts in Clio from new CandidateZip-parsed resume files in Google Docs

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How Filter by Zapier + Clio Integrations Work

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