Beamer + Clio Integration

Integrate Beamer to Clio in one click, or tell Integrately AI how you want each matter handled. Publish updates, create matters, log communications, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Beamer
    Post is created in Beamer Instant
  • Beamer
    NPS response is received in Beamer Instant
  • Beamer
    Comment is created in Beamer Instant
  • Beamer
    Reaction is received in Beamer Instant
  • Clio
    Contact is created in Clio Instant
  • Clio
    Task is created in Clio Instant
  • Clio
    Matter is created in Clio Instant
  • Clio
    Communication is created in Clio Instant
  • Clio
    Bill state is updated in Clio Instant
  • Clio
    Task status has updated in Clio Instant
  • Clio
    Calendar entry is created in Clio Instant
  • Clio
    Matter status has updated in Clio Instant
  • Clio
    Matter note is created in Clio
  • Clio
    Activity is created in Clio Instant
  • Clio
    New bill is created in Clio Instant
  • Clio
    Document is created in Clio
Arrow Right
2.
  • Beamer
    Create post in Beamer
  • Clio
    Search task by name in Clio
  • Clio
    Assign task template list to matter in Clio
  • Clio
    Upload document in Clio
  • Clio
    Update task in Clio
  • Clio
    Create communication in Clio
  • Clio
    Create task in Clio
  • Clio
    Create person contact in Clio
  • Clio
    Update person contact in Clio
  • Clio
    Search person contact in Clio
  • Clio
    Search contact by custom field in Clio
  • Clio
    Create time entry (Activity) in Clio
  • Clio
    Update matter in Clio
  • Clio
    Create matter in Clio
  • Clio
    Create matter note in Clio
  • Clio
    Create matter folder in Clio
  • Clio
    Create calendar entry in Clio
  • Clio
    Search matter in Clio
  • Clio
    Create expense entry (Activity) in Clio
  • Clio
    Search matter by custom field in Clio
  • Clio
    Create company contact in Clio
  • Clio
    Update company contact in Clio
  • Clio
    Search company contact in Clio
  • Clio
    Search user in Clio
  • Clio
    Search bill in Clio

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Ready Workflows Ready Workflows for Beamer + Clio Integration

Capture updates, create matters, log communications, keep files updated, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Beamer + Clio Integration

Create Clio contact for new Beamer nps response

When someone completes your Beamer, a new contact is automatically created in your Clio. This way, you can quickly follow up with the nps response and turn them into a customer!

Plus, all of the information from the Beamer is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Beamer - Clio integration set up makes it easy to manage your customer relationships and grow your business.
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Beamer + Clio Integration

Create Clio task for new Beamer nps response

It's important to stay on top of your customer relationships, and one way to do that is to create Clio tasks for new Beamer nps responses received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Clio task for new Beamer nps response received today - your customers will thank you for it!
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Beamer + Clio Integration

Create Clio task for new Beamer post

Clio and Beamer are both incredibly powerful tools on their own, but when you put them together, they're a force to be reckoned with.

When you create a post in Beamer, this integration will automatically create a task in Clio so you can keep track of what you need to do.

This can help ensure that your post are properly prioritized and that you don't forget any important steps.
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Clio + Beamer Integration

Create Beamer post for new Clio event

Creating an event in Clio is a great way to keep track of what's going on, but wouldn't it be even better if that event automatically created a post in Beamer?

That's where this handy little integration comes in. In just a few quick steps, you can have your event and post working together like a well-oiled machine.

No more wasting time copying and pasting information between two different programs. Instead, you'll be able to complete the mundane task of updating your blog with information that you already have saved in Clio without any efforts.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Beamer + Clio flow

Extend your legal workflows with calendars, messaging, drive storage, and billing tools. Pick a combination and activate it in one click.

Beamer
Clio
+
Google CalendarGoogle Calendar (4)
+
SlackSlack (4)
+
ClioClio (4)
+
GmailGmail (4)
+
Google DriveGoogle Drive (4)
+
QuickBooks OnlineQuickBooks Online (4)
B
C
G
Create a Google Calendar entry when a post is created in Beamer, and add the matter in Clio
New Beamer posts immediately generate a scheduled event in Google Calendar and create a corresponding matter in Clio without manual scheduling.
B
C
G
Create a Clio calendar entry when an NPS response is received in Beamer, and update Google Calendar
Client NPS feedback in Beamer automatically schedules a follow-up calendar entry in Clio and syncs it to Google Calendar.
C
B
G
Schedule a Google Calendar reminder when a task status is updated in Clio, and create a Beamer post
Clio task milestones automatically trigger Google Calendar reminders and log update posts in Beamer.
C
B
G
Create a Google Calendar entry for every new bill created in Clio, and post a notice in Beamer
New Clio bills automatically schedule payment reminder events in Google Calendar and notify users via Beamer.

Supported triggers and actions for Beamer and Clio

Mix and match to build the exact automation you need

Beamer
Beamer Triggers & Actions
Instant
Post is created in Beamer
Triggers the automation when a new post is created
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Instant
NPS response is received in Beamer
Triggers the automation when a new NPS (Net Promoter Score) response is received
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Instant
Comment is created in Beamer
Triggers the automation when a new comment is added
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Instant
Reaction is received in Beamer
Triggers the automation when a new reaction is received
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Create post in Beamer
Creates and publish a new post
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Clio
Clio Triggers & Actions
Instant
Contact is created in Clio
Triggers the automation when a new contact is created
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Instant
Task is created in Clio
Triggers the automation when a new task is created
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Instant
Matter is created in Clio
Triggers the automation when a new matter is created
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Instant
Communication is created in Clio
Triggers the automation when a new communication is created
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Instant
Bill state is updated in Clio
Triggers the automation when a bill state has been updated
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Instant
Task status has updated in Clio
Triggers the automation when a Task status has been updated
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Instant
Calendar entry is created in Clio
Triggers the automation when a new calendar entry is created
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Instant
Matter status has updated in Clio
Triggers the automation when the status of a particular matter is updated
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Matter note is created in Clio
Triggers the automation when a new note is added to any matter
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Instant
Activity is created in Clio
Triggers the automation when a new activity is created
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Instant
New bill is created in Clio
Triggers the automation when a new bill is raised
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Document is created in Clio
Triggers the automation when a new document is created
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Search task by name in Clio
Finds a task by its name
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Assign task template list to matter in Clio
Generates a new communication
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Upload document in Clio
Adds a document
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Update task in Clio
Modifies an existing task
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Create communication in Clio
Generates a new communication
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Create task in Clio
Generates a new task
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Create person contact in Clio
Adds a new contact to the person database
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Update person contact in Clio
Updates contact information for a person
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Search person contact in Clio
Searches for a person contact
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Search contact by custom field in Clio
Locates and retrieves contacts using a custom field
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Create time entry (Activity) in Clio
Record and track time spent on a activity
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Update matter in Clio
Updates matter details with the latest information
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Create matter in Clio
Generates new matter
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Create matter note in Clio
Generates a note for new matters
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Create matter folder in Clio
Generates a folder for organizing matter
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Create calendar entry in Clio
Adds a new event to the calendar
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Search matter in Clio
Searches for a matter
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Create expense entry (Activity) in Clio
Record a new expense entry
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Search matter by custom field in Clio
Searches for a matter using a custom field
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Create company contact in Clio
Adds a new contact for a company into the company's contact list
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Update company contact in Clio
Updates contact information for company records
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Search company contact in Clio
Retrieves contact information for a company
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Search user in Clio
Searches for a user
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Search bill in Clio
Searches for a bill
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What can you automate with Beamer + Clio?

Streamline your legal practice management by connecting user engagement updates directly to your client matters and tasks in Clio.

What you can automate?
⚖️
Create Clio matters from Beamer posts
Automatically generate a new Clio matter or task whenever a new post or engagement update is published in Beamer.
📝
Capture every submitted comment and NPS response
Map detailed user feedback, NPS scores, and comments from Beamer directly into Clio communications or notes.
🔔
Alert your legal team instantly
Notify your team members in Slack or email the moment a critical client interaction or reaction is received in Beamer.
🔀
Route tasks based on feedback criteria
Assign different Clio task templates or priorities depending on the specific NPS rating or comment submitted in Beamer.
🔄
Keep Clio matters updated in real time
Automatically update matter statuses, notes, and task lists in Clio as new activities or engagement milestones occur in Beamer.
🔍
Search and update existing contacts
Look up existing person or company contacts in Clio by custom fields before creating new records, preventing duplicates.
💰
Handle bill states and financial updates
Track bill state updates, new bills, and expense entries in Clio whenever related client tasks or communications are completed.
📅
Extend your workflow to Google Calendar
Automatically schedule calendar entries or deadlines in Google Calendar and Clio based on new project milestones and updates.
And much more...

Who is Beamer + Clio integration for?

Connecting Beamer and Clio helps law firms, legal operations teams, and client managers eliminate manual data entry, keep matters updated, and streamline communications.

Legal practice managers
Legal practice managers
Client intake specialists
Client intake specialists
Managing partners
Managing partners
Legal operations analysts
Legal operations analysts
Case coordinators
Case coordinators
Compliance officers
Compliance officers
📈
Legal practice managers
You're reviewing firm performance metrics and matter statuses, but your reports are always outdated because updates require manual data entry — with this integration, every Beamer update flows straight into Clio and your practice data stays current.
🚨
Client intake specialists
You need to act fast when new user reactions or comments arrive, but you find out too late because notifications stay trapped in Beamer — with this integration, every Beamer interaction instantly triggers Clio tasks so you never miss a client opportunity.
⚖️
Managing partners
You answer to clients who want to see continuous progress on their legal matters, but piecing together updates takes hours — with this integration, sharing Beamer news and logging Clio activities happens automatically to keep stakeholders fully informed.
📊
Legal operations analysts
The volume of user feedback, support comments, and client matters is too high for anyone to keep up by hand, leading to missed records and tracking gaps — with this integration, every interaction is logged instantly across both platforms.
🤝
Case coordinators
You own the client follow-up stage and depend on upstream notifications to hand over new tasks, but delays leave you waiting — with this integration, every Beamer trigger immediately creates the necessary Clio records for seamless handoffs.
🗂️
Compliance officers
You need a reliable history of all client communications and firm announcements, but keep finding gaps between your engagement tools and practice management system — with this integration, every event is recorded accurately without manual intervention.
Our team

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Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Beamer + Clio

Build and manage your Beamer + Clio automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Beamer + Clio with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Beamer to Clio?
Frequently Asked Questions
You can connect Beamer to Clio in 1 click using ready templates or ask Integrately AI to build the automation for you. It also integrates smoothly with Slack, Google Calendar, and 1,500+ other apps.
Can I automatically create Clio matters when a new post is created in Beamer?
Frequently Asked Questions
Can I connect Beamer, Clio, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Beamer and Clio?
Frequently Asked Questions
How are NPS responses from Beamer handled in Clio?
Frequently Asked Questions
Can I sync Clio contact updates with Beamer user engagement?
Frequently Asked Questions
Do I need coding skills to set up the Beamer and Clio integration?
Frequently Asked Questions
Is the Beamer and Clio integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Beamer or Clio With 1500+ Other Apps

Beamer
Popular Beamer Integrations
Connect Beamer to marketing, customer feedback, and analytics tools to share updates and track user engagement.
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Clio
Popular Clio Integrations
Sync Clio with accounting, document management, and communication platforms to streamline your legal practice.
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Clio Integrations arrow right
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