App Integrations
5  min read

The Top 19 Clio Integrations

Abhishek Agrawal
By Abhishek A Agrawal
January 17, 2023
Table of Contents

    The Top 19 Clio Integrations

    “See you in the court”, is a phrase enough to cook an opponent’s goose. But are you really prepared for the court trial? It is tough for a law firm to focus on the real matter while dealing with multiple clients, heaps of documentation, and hours of daily communication. Thankfully, Clio manages all aspects of your legal business and takes this burden off your shoulders.

    What is Clio?

    Clio is a cloud-based legal technology platform that helps manage all aspects of running a law firm. It is designed to help lawyers stay organized and productive while providing the highest level of client service.

    It enables law firms to quickly and easily track time, create invoices, communicate with clients, store documents, generate reports, and more.

    How Does Clio Work?

    Once you sign in for Clio, the ‘Personal Dashboard‘ provides you with an overview of your daily tasks and billing history. The ‘Firm Dashboard‘ gives you analytics of important parameters for your firm.

    You can manage all aspects of your law firm using the left-side navigation bar that consists of the following sections

    • Tasks
    • Calendar
    • Matters
    • Contacts
    • Activities
    • Billing
    • Accounts
    • Documents
    • Communications
    • Reports

    Optimize Your Workflow with Clio Integrations

    Clio is a platform that focuses on the needs of a law firm. However, your business needs don’t stop there. You may find yourself wanting to streamline processes even further or add features that Clio doesn’t offer on its own. That’s where Clio integrations come in.

    There are 2 ways you to build Clio integrations:

    1) Use Clio native integrations

    2) Connect via Integrately

    We recommend the second option because Clio caps its limit to 200+ native integrations. However, Integrately extends the functionality with 1000+ integrations that will help optimize your workflow and enhance productivity.

    The Top 19 Clio Integrations

    Without any further ado, we present before you the list of the top 19 Clio integrations:

    Clio + Marketing platforms:

    You might have an amazing track record, but poor marketing can hamper your law firm’s visibility in the market. This is why you need a Clio & marketing tool integration.

    Some popular marketing apps that easily integrate with Clio include

    Popular automations for Clio & ActiveDEMAND integration.
    Popular automations for Clio & Autopilot integration.
    Popular automations for Clio & ConvertKit integration.
    Popular automations for Clio & Mailgun integration.
    Popular automations for Clio & SendGrid integration.
    Popular automations for Clio & Wistia integration.

    Clio + Business communication platforms:

    You never want a client to miss a court trial because he was informed at the eleventh hour. Thus, it becomes essential for law firms to have a robust communication system in place.

    To efficiently keep clients in the loop or confirm their availability for meetings, you can easily integrate Clio with popular business communication apps like

    Popular automations for Clio & Chatwork integration.
    Popular automations for Clio & ClickSend SMS integration.
    Popular automations for Clio & MessageBird integration.
    Popular automations for Clio & Pushover integration.
    Popular automations for Clio & Ryver integration.

    Clio + Customer support platforms:

    The concerns & queries of clients, if not resolved timely, can become a ticking bomb in a trial room. Apart from that, your clients might also need support related to billing, documents, and other stuff.

    To offer prompt services and increase customer satisfaction levels, integrate Clio with one of the following customer support tools:

    Popular automations for Clio & Freshdesk integration.
    Popular automations for Clio & LiveAgent integration.
    Popular automations for Clio & MailerLite integration.

    Clio + CRM platforms:

    Client relations are critical to convert prospects and increase the revenue for your firm. And, what can be better than a CRM integration to maintain good relationships with existing & potential clients?

    To manage your contacts & deals effectively, integrate Clio with the following CRM apps:

    Popular automations for Clio & Ontraport integration.
    Popular automations for Clio & Pipedrive integration.
    Popular automations for Clio & Wealthbox CRM integration.

    Clio + Clockify

    People take second opinions when it comes to court cases. And, law firms make a pretty penny through consulting. They usually charge consultation fees on the basis of time spent.

    That explains why every legal consultant is in the dire need of Clio & Clockify integration. Some popular automations for the Clio & Clockify integration include

    Popular automations for Clio & Clockify integration.

    Clio + Wufoo

    Say Goodbye to manual documentation. Ask your clients to fill out forms to gather data about clients & their ongoing matters. Then use Clio & Wufoo integration to transfer data between the apps to have a centralized database. Some popular automations for the Clio & Wufoo integration include

    Popular automations for Clio & Wufoo integration.

    8 Million+ Ready Automations
    For 750+ Apps

    How to Connect Clio to Your Apps

    Integrately lets you connect Clio with over 1000+ apps in just a single click. In case you don’t find your app in our list, you can easily set up a webhook connection using these simple steps:

    Step 1: Signup for Integrately (

    Step 2: Select Clio as your first app and Webhook as the second one

    Clio  App connection

    Step 3: Next, simply select your trigger and action. Read API documentation carefully to understand which trigger/action will be used for the desired result while setting up the webhook connection.

    Choose the desired webhook trigger/action

    Step 4: Follow the prompts to set up your webhook URL 

    Steps to setup webhook URL to establish a Webhook/API connection in Integrately

    Step 5: Securely connect your Clio account with Integrately. 

    Securely connect your Clio account with Integrately

    Step 6: Once connected, map the required fields for your connection

    Field mapping in Integrately

    Step 7: Finally, test your automation and make it live.

    FAQs about Top Clio Integrations

    What programs does Clio integrate with?

    Clio integrates with several programs including marketing, business communication, customer support, and CRM platforms.

    What integrations does Clio have?

    Popular apps that easily connect with Clio include Gmail, Box, LegalBoards, Microsoft Teams, Milestones, and more.

    How many Clio integrations are there?

    Clio has 200+ native integrations.

    What is Clio best used for?

    Clio is best used to manage legal practice and clients by law firms.

    Does Clio have an open API?

    Yes, you can find the details in Clio Developer Hub.

    What other companies offer Clio Integrations?

    Zapier, Integrately, (Integromat), & are some popular companies that offer Clio integrations. Compare the top 3 integration platforms to choose which one suits your needs the best.

    Does Clio integrate with Salesforce?

    Yes, you can find all the popular automations for Clio + Salesforce integrations here.

    Does Clio integrate with QuickBooks online?

    Yes, you can find all the popular automations for Clio + QuickBooks Online integrations here.
    Abhishek Agrawal
    Author - Abhishek A Agrawal
    Abhishek is the founder of Integrately, CompanyHub, and Dreamwares. He is passionate about technology and entrepreneurship. He is always looking to leverage technology for the growth of the business. He has a deep understanding of how businesses work and uses this knowledge to build products that help entrepreneurs grow their businesses.
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