Clinked + Clio Integration

Automatically adds a new contact to the contact list

Automatically creates a new folder in the designated location

Automatically creates a new task

Automatically uploads a file to the particular location

Automatically creates a new group based on particular criteria

Automatically adds a new contact to the person database

Automatically updates contact information for a person

Automatically searches for a person contact

Automatically locate and retrieve contacts using a custom field

Automatically record and track time spent on a activity

Automatically updates matter details with the latest information

Automatically generates new matter

Automatically generates a note for new matters

Automatically generates a folder for organizing matter

Automatically adds a new event to the calendar

Automatically searches for a matter

Automatically record a new expense entry

Automatically searches for a matter using a custom field

Automatically adds a new contact for a company into the company's contact list

Automatically updates contact information for company records

Automatically retrieves contact information for a company

Automatically searches for a user

Automatically searches for a bill