Clio Integrations

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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.

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Create Your Own Clio Integration In Clicks

Create Custom Workflow

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

Search task by name in Clio
Create task in Clio
Create communication in Clio
Update task in Clio
Upload document in Clio
Assign task template list to matter 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

Activate Clio Integration

When Contact is created in Clio, create Contact in ActiveDEMAND

Activate

Create Clio contact for new ActiveDEMAND contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Clio contact and ActiveDEMAND contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.

Activate

When Contact is created in Clio, create Contact in Autopilot

Activate

Create Clio contact for new Autopilot contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Clio contact and Autopilot contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.

Activate

When Contact is created in Clio, create Task in Chatwork

Activate

Create Axonaut Opportunity from new Clio Contact

Activate

When Contact is created in Clio, create Contact in Axonaut

Activate

When Contact is created in Clio, create Contact in Convertu

Activate

Update Convertu Contact from new Clio Contact

Activate

Create Clio contact from new Convertu order

As an online store owner, you're likely using Convertu to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Convertu with Clio? This integration will allow you to automatically create a contact for each new order in Clio.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.

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Here are some popular ways to integrate Clio:

Automatically capture leads from website forms or landing pages and add them to Clio for nurturing.
Sync contacts from other platforms to your CRM.
Trigger notifications to sales reps for qualified leads and automate task creation within Clio.
Generate reports on sales pipeline, conversion rates, and other key performance indicators (KPIs).