Box + Clio

Upload new Box files as documents to matter in Clio

This workflow, initiated with a new file in Box, uploads your document into the Clio app under Matter. It streamlines document management, ensuring all recent files are instantly available for your cases. You no longer need to manually transfer files between platforms, saving you time and ending the risk of overlooking important documents. This automation enhances organization across your services and institutes an efficient document handling process.

This workflow, initiated with a new file in Box, uploads your document into the Clio app under Matter. It streamlines document management, ensuring all recent files are instantly available for your cases. You no longer need to manually transfer files between platforms, saving you time and ending the risk of overlooking important documents. This automation enhances organization across your services and institutes an efficient document handling process.

  1. When this happens...
    BoxBox
    New File

    Triggers when you add a new file to a folder.

    TriggerPolling
  2. automatically do this!
    ClioClio
    Upload Document to Matter

    Upload document to matter.

    ActionWrite
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Supported triggers and actions

  • Box triggers, actions, and search

    Event

    Triggers when a new event is performed (this is the activity stream).

    Trigger
    Polling
    Try It
    • EmailRequired

    • FolderRequired

    • RoleRequired

    Action
    Write
    • FolderRequired

    • FileRequired

    • Name

    • Share this file?

    Action
    Write
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box logo

About Box

Box lets you keep all your businesses files in one place for simple online collaboration.
Learn more

Related categories

  • File Management & Storage

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clio logo
clio logo

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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