Clio + Microsoft SharePoint

Create folders in Microsoft SharePoint for new matters in Clio

When a new matter comes up in Clio, it's essential to keep your files organized. This workflow ensures that a corresponding folder is created in Microsoft SharePoint immediately. Simplify your case handling by ensuring all related documents are in the appropriate folders, helping you stay organized and focused on the legal work. Save time and improve efficiency with this streamlined automation.

When a new matter comes up in Clio, it's essential to keep your files organized. This workflow ensures that a corresponding folder is created in Microsoft SharePoint immediately. Simplify your case handling by ensuring all related documents are in the appropriate folders, helping you stay organized and focused on the legal work. Save time and improve efficiency with this streamlined automation.

  1. When this happens...
    ClioClio
    New Matter

    Triggers when a new matter is created.

    TriggerInstant
  2. automatically do this!
    Microsoft SharePointMicrosoft SharePoint
    Create Folder

    List all folders on a site

    ActionWrite
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Supported triggers and actions

  • Clio triggers, actions, and search

    New Calendar Entry

    Triggers when a new calendar entry is created.

    Trigger
    Instant
    Try It
    • Contact Type

    Trigger
    Instant
    Try It
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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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

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sharepoint logo

About Microsoft SharePoint

Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.

Related categories

  • Microsoft
  • Team Collaboration