Clio Grow + ERP Next Integration
Connect Clio Grow to ERP Next in 1 click
Free forever.Use premium features free for 14 days.1.
Matter note is created in Clio Grow- Matter is created in Clio Grow
- Contact is created in Clio Grow
Document is submitted in ERP Next Instant- Document is updated in ERP Next Instant
- Document is trashed in ERP Next Instant
- Document is inserted in ERP Next Instant
- Document is changed in ERP Next Instant
- Document is cancelled in ERP Next Instant
2.
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Clio Grow
Clio Grow is a client intake and legal CRM that helps law firms capture leads, automate intake forms, schedule consultations, send e-signatures, and manage prospects efficiently from first contact to conversion.
ERP Next
ERP Next is a comprehensive open‑source ERP system covering accounting, inventory, sales, CRM, HR, manufacturing and more—customizable via no/low‑code tools with API‑first approach to suit any industry.
