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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Activity" from Clio.

Add your action

An action happens after the trigger—such as "Blog Article" in Klevere.

You’re connected!

Zapier seamlessly connects Clio and Klevere, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
Bill State Updated
Triggers when the state of a bill has changed.
Trigger
Instant
Try It
New Communication
Triggers when a new communication is created.
Trigger
Instant
Try It
New Document
Triggers when a new document is created.
Trigger
Polling
Try It
- Event
  Required
Trigger
Instant
Try It

New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- Matter ID
  Required
- Task Template List
  Required
- Notify Assignees
  Required
- Due At
Action
Write

- Summary
  Required
- Description
- Location
- Starts at:
  Required
- Ends at:
  Required
- All Day Event
- Send Email Notification
- Calendar
  Required
- Contact Attendee
- Matter
Action
Write
- Company Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- Name
  Required
- Matter
  Required
Action
Write
- Note Subject
  Required
- Note Detail
  Required
- Matter
  Required
- Date
Action
Write
- Name
  Required
- Description
  Required
- Type of Assignee
  Required
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Assignee
- Notify Completion
- Statute of Limitations
Action
Write
- Clio Contact ID #
  Required
- Prefix
- First name
- Middle name
- Last name
- Title
- Date of Birth
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
- Company
Action
Write
- Task ID
  Required
- Name
- Description
- Type of Assignee
  Required
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Completion
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search Type
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
Action
Search
Find Matter by Custom Field
Find newest matter by custom field.
Action
Search
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
- Client
  Required
- Group
- Client Reference
- Matter Description
  Required
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
Action
Search or write
- CV/Resume PDF File (URL)
  Required
- Job Description
  Required
- Output language
  Required
Trigger
Polling
Try It
- What were the employee’s key contributions and/or achievements?
  Required
- What are the areas for improvement or development?
  Required
- Output language
  Required
Trigger
Polling
Try It
- What topic is this policy intended to address or resolve?
  Required
- Output language
  Required
Trigger
Polling
Try It
- Objective of comparison
  Required
- Enter website A
  Required
- Enter website B
  Required
- Output Language
  Required
Action
Write
- Company name
  Required
- Lead name
  Required
- Company summary
  Required
- Context about your company & product/service *
  Required
- Your company
  Required
- Output Language
  Required
Action
Write
- Company url
  Required
- Product context
  Required
- Output Language
  Required
Action
Write
- What does your company do?
  Required
- What are your unique selling points?
  Required
- Tone
  Required
- Output Language
  Required
- Who is your target audience?
- What action should your audience take?
Action
Write
- What are the main points to cover?
  Required
- Output language
  Required
Action
Write
- LinkedIn URL
  Required
- Job Description
  Required
- Output language
  Required
Action
Write
- First name
  Required
- Company name
  Required
- Pain point
  Required
- Recipient's LinkedIn URL
  Required
- Your Company
  Required
- Solution to Pain Points
  Required
- Output Language
  Required
Action
Write
- What is the topic of your post?
  Required
- What is the goal of your social media post?
  Required
- Media selector
  Required
- Tone
  Required
- Who is your target audience?
  Required
- Output language
  Required
Action
Write
- Linkedin url
  Required
- First name
  Required
- Your company
  Required
- Product context
  Required
- Output Language
  Required
Action
Write
- LinkedIn profile URL
  Required
- First Name
  Required
- Output language
  Required
Action
Write
- What is the job title?
  Required
- Output language
  Required
Action
Write
- What were the employee’s key contributions and/or achievements?
  Required
- What are the areas for improvement or development?
  Required
- Output language
  Required
Action
Write
- What topic is this policy intended to address or resolve?
  Required
- Output language
  Required
Action
Write
- What does your company do?
  Required
- What are your unique selling points?
  Required
- Tone
  Required
- Output Language
  Required
- Who is your target audience?
  Required
Action
Write
- What does your company do?
  Required
- What are your unique selling points?
  Required
- Tone
  Required
- Output Language
  Required
- Who is your target audience?
  Required
Action
Write
- What does your company do?
  Required
- What are your unique selling points?
  Required
- Tone
  Required
- Output Language
  Required
- Who is your target audience?
Action
Write

New Bill
Triggers when a new bill is created.
Trigger
Instant
Try It
New Calendar Entry
Triggers when a new calendar entry is created.
Trigger
Instant
Try It
- Contact Type
Trigger
Instant
Try It
New Matter
Triggers when a new matter is created.
Trigger
Instant
Try It
New Matter Note
Triggers when a new matter note is created.
Trigger
Polling
Try It
Task Status Updated
Triggers when the status of a task has changed.
Trigger
Instant
Try It
- Clio Contact ID #
  Required
- Company Name
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- Matter
- Date of Communication
- Subject
  Required
- Body
  Required
- Type of Communication
  Required
- Type of Recipient
- Type of Sender
Action
Write
- Expense Category
- Description
- Date
  Required
- Price
- Matter
- Matter Note
- User
Action
Write
- Client
  Required
- Group
- Client Reference
- Matter Description
  Required
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
Action
Write
- Prefix
- First name
  Required
- Middle name
- Last name
  Required
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Write
- Activity Category
- Description
- Date
  Required
- Time
- Price
- Matter
- Matter Note
- User
Action
Write
- Matter
  Required
- Client
- Client Reference
- Matter Description
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
Action
Write
- Document
  Required
- Matter
  Required
Action
Write
- Invoice_number
- Matter_id
- Client_id
Action
Search
Find Contact by Custom Field
Find newest contact by custom field.
Action
Search
- Client Email
  Required
Action
Search
- Search Type
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
- Company Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Search or write
- Search Type
- Search Value
  Required
- Prefix
- First name
  Required
- Middle name
- Last name
  Required
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Search or write
- LinkedIn URL
  Required
- Job Description
  Required
- Output language
  Required
Trigger
Polling
Try It
- What are the specific talent needs of your company?
  Required
- Output language
  Required
Trigger
Polling
Try It
- What is the topic of your blog?
  Required
- Keywords
  Required
- Tone
  Required
- Output Language
  Required
Action
Write
- YouTube Url
  Required
- keywords
  Required
- Tone
  Required
- Output language
  Required
Action
Write
- Company linkedin url
  Required
- Product context
  Required
- Output language
  Required
Action
Write
- CV/Resume PDF File (URL)
  Required
- Job Description
  Required
- Output language
  Required
Action
Write
- What is the job title?
  Required
- Output language
  Required
Action
Write
- Industry name
  Required
- Context about your product and service
  Required
- Output Language
  Required
Action
Write
- What is the topic of your newsletter?
  Required
- Primary keywords
  Required
- Tone
  Required
- Output Language
  Required
Action
Write
- What are the specific talent needs of your company?
  Required
- Output language
  Required
Action
Write
- What is the job title?
  Required
- Output language
  Required
Action
Write
- Paste a Image Url
  Required
- Output Language
  Required
Action
Write
- Paste your URL
  Required
- Output Language
  Required
Action
Write
- Company name
  Required
- Company website
  Required
- Role
  Required
- Output language
  Required
Action
Write
- Linkedin url
  Required
- First name
  Required
- Output Language
  Required
Action
Write
- What is the topic of your press release?
  Required
- Primary keywords
  Required
- Tone
  Required
- Output language
  Required
Action
Write
- What are the customers' pain points/objectives?
  Required
- What are your unique selling points?
  Required
- Who are the key decision makers?
  Required
- Output language
  Required
Action
Write
- Output Language
  Required
- Website URL
  Required
- Area of focus
  Required
Action
Write

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Connect Clio and Klevere to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Clio to Klevere integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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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CRM (Customer Relationship Management)

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About Klevere

Klevere is a rapid AI workforce for scalable operations, executing multi-step workflows seamlessly to enhance team efficiency

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