Clio + Steady
Record new Clio activities and log them in Steady
Effortlessly track your team's progress by connecting Clio and Steady with this workflow. When a new activity occurs in Clio, it will create a record activity in Steady, ensuring all updates are organized and easy to access. Stay on top of all your tasks and enhance collaboration with this seamless automation.
Effortlessly track your team's progress by connecting Clio and Steady with this workflow. When a new activity occurs in Clio, it will create a record activity in Steady, ensuring all updates are organized and easy to access. Stay on top of all your tasks and enhance collaboration with this seamless automation.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Record Activity
Records an activity and adds it to the next check-in for a specific team member.
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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.
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About Steady
Steady is a team coordination app that distills human insight and hard data into tailored summaries that keep teams aligned & informed automatically.