Create ClickUp Checklist for new Clio Contact
Create ClickUp Checklist for new Clio Contact
ClickUp + Clio Integration
Connect ClickUp to Clio in 1 click
Free forever.Use premium features free for 14 days.1.
Goal is created in ClickUp Instant- Goal is updated in ClickUp Instant
- Goal is deleted in ClickUp Instant
- Target is created in ClickUp Instant
- Target is updated in ClickUp Instant
- Target is deleted in ClickUp Instant
- Task is created in ClickUp
- New message is posted on channel in ClickUp
- Task status is updated in ClickUp Instant
- Task comment is posted in ClickUp Instant
- Task is moved in ClickUp Instant
- Task priority is updated in ClickUp Instant
- Task assignee is updated in ClickUp Instant
- Task due date is updated in ClickUp Instant
- Task is deleted in ClickUp Instant
- Subtask is created in ClickUp Instant
- Task time tracked is Updated in ClickUp Instant
- Task tag is updated in ClickUp Instant
- Task comment is updated in ClickUp Instant
- Folder is created in ClickUp Instant
- Folder is updated in ClickUp Instant
- Folder is deleted in ClickUp Instant
- List is created in ClickUp Instant
- List is updated in ClickUp Instant
- List is deleted in ClickUp Instant
- Space is created in ClickUp Instant
- Space is updated in ClickUp Instant
- Space is deleted in ClickUp Instant
- Task is updated in ClickUp
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
2.
Trusted by experts at...
Ready Workflows for ClickUp + Clio Integration
Just click on the workflow you want to automate
Most popular automations
When Contact is created in Clio, create Task in ClickUp
When Contact is created in Clio, create Task in ClickUp
When Task is created in Clio, create Task in ClickUp
When Task is created in Clio, create Task in ClickUp
- 1of1
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Who Is This Integration For?
Legal Professionals
Project Managers
Administrative Assistants
Finance Teams
Marketing Teams in Legal Firms
Legal Professionals
Legal professionals often struggle with keeping track of task assignments related to client cases. They need to ensure that every task is documented and monitored to meet deadlines.
Project Managers
Project managers in law firms find it challenging to maintain visibility over case progress when tasks are siloed in different tools. They need a centralized view of all actions related to a client in one place.
Administrative Assistants
Administrative assistants at legal firms must constantly update records and documentation based on case developments, which can be cumbersome and prone to errors when switching between applications.
Finance Teams
Finance teams at law firms need to ensure that billing and invoicing are updated based on task completion and client case progress, which requires accurate tracking of work done.
Marketing Teams in Legal Firms
Marketing teams need to efficiently collaborate on client cases and campaigns, ensuring that any task updates or developments are reflected in their project management tools to align their efforts with legal case priorities.
What Can You Automate With ClickUp + Clio
Create ClickUp tasks from new Clio matters
When you add a new matter in Clio, a corresponding task can automatically be created in ClickUp. This helps you keep your projects organized by ensuring every client matter is tracked and actionable in your ClickUp workspace.
Sync Clio task updates to ClickUp
Whenever a task’s status is updated in Clio, mirror these updates in ClickUp. This ensures you have real-time visibility in ClickUp and don’t miss any critical progress markers for your legal projects.
Capture Clio time entries into ClickUp
Record your time entries in Clio and have them automatically logged into ClickUp. This allows for effortless time management and billing tracking across both apps, giving you detailed insight into workload and profitability.
Log client information from Clio to ClickUp lists
Add new clients in Clio and automatically log their details into ClickUp lists. Keep your client database synchronized, reducing manual data entry and improving client management in both platforms.
Generate ClickUp notifications for Clio billables
When a new billable item is added in Clio, receive an automatic notification in ClickUp. This ensures your team is informed of all billing updates and can handle financial tasks promptly and efficiently.
And much more...
Top 10 Most Popular ClickUp Automations from
Integrately Community
Just click on the workflow you want to automate
Create ClickUp task for new Elementor Forms form submission
Create ClickUp task for new Notion database item
Create ClickUp task for new Todoist task
Create ClickUp task for new Google Sheets row
Create ClickUp task for new Microsoft To-Do task
Create ClickUp task for new Elementor Forms form submission
Create ClickUp task for new Notion database item
Create ClickUp task for new Todoist task
Create ClickUp task for new Google Sheets row
Create ClickUp task for new Microsoft To-Do task
Create ClickUp task for new Trello card
Create ClickUp task for new Insightly task
Create ClickUp task for new CompanyHub contact
Create ClickUp checklist for new CompanyHub deal
Create ClickUp task for new Clockify task
Create ClickUp task for new Trello card
Create ClickUp task for new Insightly task
Create ClickUp task for new CompanyHub contact
Create ClickUp checklist for new CompanyHub deal
Create ClickUp task for new Clockify task
Top 10 Most Popular Clio Automations from
Integrately Community
Most popular
01
Create Clio contact for new Microsoft Excel row
02
Create Clio contact for new Eventbrite order
03
Create Clio contact for new MemberPress member
04
Create Clio contact for new Google Sheets row
05
Create Clio contact for new CompanyHub record
Most popular
01
Create Clio contact for new Microsoft Excel row
02
Create Clio contact for new Eventbrite order
03
Create Clio contact for new MemberPress member
04
Create Clio contact for new Google Sheets row
05
Create Clio contact for new CompanyHub record
06
Create Clio contact for new Zoho Creator record
07
Create Clio contact for new EasyCSV data
08
Create Clio contact for new Bubble data thing
09
Create Clio contact for new PostgreSQL row
10
Create Clio contact for new MySQL row
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect ClickUp + Clio Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
Trusted by 42,000+ Customers
Highest Rated Integration Platform on G2
P
ProductHunt
Most upvoted product of the month
Connect ClickUp + Clio Now
In Just 1 Click!
Related Posts
How to connect Clio with third-party apps : 19 must-have integrations
Optimize client and matter management with the top 19 Clio integrations. Improve your legal business operations and enhance productivity effectively.
How to integrate Clickup easily: 19 tested integrations that boost productivity
Streamline business operations and enhance productivity with ClickUp integrations. Improve your workflows effectively.
What is ClickUp and Why Should You Use it in 2025?
Wondering what is ClickUp? This comprehensive guide covers its features, benefits, and pricing, helping you decide if it's the right project management tool for you.
Want to automate something else in your workflow?
You Can Also Connect ClickUp or Clio With 1400+ Other Apps
ClickUp
ClickUp is a simple but powerful way to manage your projects and tasks. It allows you to create task lists, collaborate with teammates, set due dates, and comment on tasks from anywhere you go.
Clio
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.
