Clio + Socie
Create new Socie memberships for every new Clio contact
Automate your membership management by seamlessly connecting your Clio and Socie accounts. With this workflow, every time you add a new contact in Clio, a membership will be created for them in Socie, streamlining the process and saving you time. Make the most of both platforms while maintaining an organized membership database.
Automate your membership management by seamlessly connecting your Clio and Socie accounts. With this workflow, every time you add a new contact in Clio, a membership will be created for them in Socie, streamlining the process and saving you time. Make the most of both platforms while maintaining an organized membership database.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create a Membership
Creates a new membership.
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- 14 day trial for premium features & apps
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 Socie
Socie is the top down communication app for societies, companies and associations. We serve a large variety of communities, such as sports clubs, churches, businesses and many others.