Clio + LEX Reception

Create new matters in Clio for every new message in LEX Reception

Turn your new messages in the LEX Reception app into cases in the Clio app with this streamlined workflow. As soon as a new message pops up in LEX Reception, this automation swiftly creates a new case in Clio with the message details. Keep your legal matters organized and never miss an important information by using this efficient process.

Turn your new messages in the LEX Reception app into cases in the Clio app with this streamlined workflow. As soon as a new message pops up in LEX Reception, this automation swiftly creates a new case in Clio with the message details. Keep your legal matters organized and never miss an important information by using this efficient process.

  1. When this happens...
    LEX ReceptionLEX Reception
    New Message

    Triggers when a new message is taken.

    TriggerInstant
  2. automatically do this!
    ClioClio
    Create Matter

    Creates a new matter.

    ActionWrite
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Supported triggers and actions

  • Clio triggers, actions, and search

    Bill State Updated

    Triggers when the state of a bill has changed.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Communication

    Triggers when a new communication is created.

    Trigger
    Instant
    Try It
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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lex-reception logo
lex-reception logo

About LEX Reception

LEX Reception is a 24/7 legal reception dedicated to giving lawyers more time.

Related categories

  • Customer Support