Box + Clio Integration

Integrately lets you integrate Box and Clio instantly - without any learning curve.

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Create Your Own Box & Clio Integration Without Any Code

Create Custom Workflow

New folder item is created in Box
New comment is created in Box
New event is created in Box
Task is assigned in Box
Contact is created in Clio Instant
Task is created in Clio Instant
Matter is created in Clio Instant
Communication is created in Clio Instant
Bill state is updated in Clio Instant
Task status has updated in Clio Instant
Calendar entry is created in Clio Instant
Matter status has updated in Clio Instant
Matter note is created in Clio
Activity is created in Clio Instant
New bill is created in Clio Instant
Document is created in Clio

Upload file in Box
Search file in Box
Add task to file in Box
Add comment to file in Box
Create Folder in Box
Search folder in Box
Move/Copy file in Box
Get file request in Box
Add user as collaborator in Box
Copy file request in Box
Create text file in Box
Search task by name in Clio
Create task in Clio
Assign task template list to matter in Clio
Upload document in Clio
Update task in Clio
Create communication in Clio
Create person contact in Clio
Update person contact in Clio
Search person contact in Clio
Search contact by custom field in Clio
Create time entry (Activity) in Clio
Update matter in Clio
Create matter in Clio
Create matter note in Clio
Create matter folder in Clio
Create calendar entry in Clio
Search matter in Clio
Create expense entry (Activity) in Clio
Search matter by custom field in Clio
Create company contact in Clio
Update company contact in Clio
Search company contact in Clio
Search user in Clio
Search bill in Clio

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You Can Also Connect Box or Clio With 1200+ Other Apps

Box provides cloud storage, file sharing, and document management with access from any device and easy manageability. You can store, sync and share all your files securely with team members and clients.

See Box Integrations

Clio is the leading practice management platform for lawyers. With Clio, you can manage your client matters and other legal tasks more efficiently, so you can do what's most important to you: practice law.

See Clio Integrations