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.

Clio

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Filter by Zapier

Lucas Duhon

Anytime a new document is created in Clio, filter my data in Filter by Zapier, find matter in Clio, etc.

All Defendants Serve Custom Field

“Anytime a new document is created in Clio, filter my data in Filter by Zapier, find matter in Clio, etc.”

Trusted at companies large and small

This Zap works in 5 steps …

Anytime a new document is created in Clio

Filter my data in Filter by Zapier

Find matter in Clio

Filter my data in Filter by Zapier

Update matter in Clio

This Zap uses the following 2 apps

Clio

Filter by Zapier

Clio + Filter by Zapier