Clio + Close Integration

Q: Can I automatically create a Close lead when a new matter is created in Clio?

Yes, you can automatically create a Close lead when a new matter is created in Clio using a ready automation in one click.

Q: Can I connect Clio, Close, and Gmail?

Yes, Clio, Close, and Gmail work together to manage inbound communications and track correspondence across 1,500+ other apps.

Q: What is a good Zapier alternative for Clio and Close?

Integrately is a leading alternative for connecting Clio and Close, featuring 20 million+ ready templates, 24/5 live chat, and lower cost.

Q: How does Clio handle new matter triggers in automations?

When a matter is created in Clio, it instantly triggers connected actions in your CRM and billing tools using ready-made automations.

Q: How do opportunity updates in Close affect connected records?

Opportunity updates in Close can instantly update matter statuses and task records in your practice management tool automatically.

Q: Do I need coding skills to automate Clio and Close?

No coding skills are required to connect Clio and Close. You can use ready templates or ask Integrately AI to build your workflow.

Q: Is the Clio and Close integration free?

Yes, the Clio and Close integration is available on the free forever plan with access to ready-made templates and automation tools.

Integrate Clio to Close in one click, or tell Integrately AI how you want each lead handled. Capture new matters, sync contacts to your CRM, update lead statuses, and alert your team automatically.

Integrate For Free

Free forever.

Use premium features free for 14 days.

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
Opportunity status change activity is updated in Close Instant
Custom activity is created or updated in Close Instant
Lead Status change is created in Close Instant
Export is created in Close Instant
Membership is activated in Close Instant
Email Sequence Subscription created or updated in Close Instant
Lead is created using search query in Close
Lead is created in Close Instant
Contact is created in Close Instant
Contact is updated in Close Instant
Opportunity status change activity is created in Close Instant
Opportunity is created in Close Instant
Email is created in Close Instant
Call record is updated in Close Instant
Call record is created in Close Instant
Task is created in lead in Close Instant
SMS is created in Close Instant
Meeting is created in Close Instant
Note is created in Close

Assign task template list to matter in Clio
Search task by name in Clio
Create task in Clio
Upload document in Clio
Create communication in Clio
Update task 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
Search contact in Close
Update lead in Close
Search lead in Close
Create lead in Close
Update task in Close
Create task in Close
Search task in Close
Search opportunity in Close
Update opportunity in Close
Create opportunity in Close
Create contact in Close
Update contact in Close
Create note in Close
Update note in Close
Search note in Close
Create email in Close
Search user in Close
Create SMS in Close
Create custom activity in Close
Run activity overview report in Close
Delete logged call in Close
Create export in Close
Run sent email report in Close
Subscribe Contact to Email Sequence in Close
Search custom activity in Close
Add address to lead in Close
Delete email in Close
Merge two leads in Close
Create bulk email in Close
Run opportunity report in Close
Create smart view in Close
Run status change report in Close
Toggle Forwarding on Phone Number in Close
Update custom activity in Close
Update smart view in Close
Update email sequence subscription in Close
Delete email address from contact in Close
Create bulk sequence subscription action in Close
Search email sequence subscription in Close
Search number of Leads in Query in Close
Search connected account in Close
Get activity by id in Close
Create call in Close
Update call in Close
Search call in Close

Trusted by experts at...

Ready Workflows for Clio + Close Integration

Capture new matters, sync contact details, update lead pipeline stages, and trigger follow-up tasks, all in just one click.

Create Close Opportunity from new Clio Contact

Activate

When Contact is created in Clio, create Contact in Close

Activate

When Contact is created in Clio, create Task in Close

Activate

Create Clio contact for new Close contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Close - Clio integration, anytime a new Close contact is created, an Clio contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.

Activate

When Contact is created in Close > Check condition > Create person contact in Clio

Close + Clio Integration

Activate

When Contact is updated in Close > Check condition > Create person contact in Clio

Close + Clio Integration

Activate

When Lead is created in Close > Check condition > Create person contact in Clio

Close + Clio Integration

Activate

1of1

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Clio + Close flow

Extend your workflow by syncing communications, scheduling meetings, and logging invoices. Pick a combination and activate it in one click.

Gmail (8)

QuickBooks Online (8)

Calendly (8)

DocuSign (8)

Stripe (8)

RingCentral (8)

Add every new Close contact to Clio as a person contact, and send a welcome email in Gmail

New Close contacts appear in Clio instantly as person contacts while Gmail sends a welcome email, removing manual copy-pasting.

When a matter is created in Clio, create a lead in Close, and send an email notification in Gmail

New Clio matters instantly create leads in Close and notify your team via Gmail, keeping sales and legal aligned.

When a Close opportunity status changes, update the matter in Clio, and send a status update email in Gmail

Opportunity updates in Close automatically update Clio matters and email stakeholders via Gmail.

Create a task in Close for every Clio communication, and draft a follow-up email in Gmail

Clio communications trigger follow-up tasks in Close and draft emails in Gmail automatically.

If a new Close lead has a custom field value, create a company contact in Clio and send a notification email in Gmail

Qualified Close leads automatically generate company contacts in Clio and notify teams through Gmail.

When a Close call record is updated, update the Clio task, and send a summary email in Gmail

Updated Close call records trigger task updates in Clio and send summary emails via Gmail.

Use Claude to summarize every incoming Gmail message, create a note in Close, and log a communication in Clio

Claude summarizes inbound Gmail emails, logs notes in Close, and records communications in Clio.

When a Clio bill state is updated, update the lead in Close, and send an invoice notification in Gmail

Updated Clio bill states update Close leads and trigger invoice notifications in Gmail.

Create a QuickBooks invoice when a matter is created in Clio, and update the opportunity in Close

New Clio matters generate QuickBooks invoices and update Close opportunities automatically.

When a Close deal is won, create a matter in Clio, and generate a QuickBooks invoice

Won deals in Close automatically spawn Clio matters and generate QuickBooks invoices.

When a QuickBooks invoice is paid, update the bill state in Clio, and update the lead in Close

Paid QuickBooks invoices update bill statuses in Clio and update lead records in Close.

Create a QuickBooks customer when a Close contact is created, and create a person contact in Clio

New Close contacts instantly create QuickBooks customers and person contacts in Clio.

If a Close opportunity is created with high value, create a QuickBooks estimate and update the Clio matter

High-value Close opportunities generate QuickBooks estimates and update Clio matters.

When a QuickBooks invoice becomes overdue, update the Close lead status and add a task in Clio

Overdue invoices in QuickBooks update Close lead statuses and create Clio follow-up tasks.

Use ChatGPT to extract line items from incoming QuickBooks receipts, create a QuickBooks expense entry, and log a note in Close

ChatGPT parses QuickBooks receipts to create expense entries and log notes in Close.

When a new bill is created in Clio, create an expense in QuickBooks Online, and update the Close lead

New Clio bills create QuickBooks expenses and update Close leads automatically.

When a Calendly event is created, create a lead in Close, and create a calendar entry in Clio

Calendly bookings instantly generate Close leads and Clio calendar entries.

Schedule a Calendly consultation when a matter is created in Clio, and update the Close lead

New Clio matters trigger Calendly consultation links and update Close leads.

When a Calendly meeting is rescheduled, update the calendar entry in Clio and update the Close task

Rescheduled Calendly meetings update Clio calendar entries and Close tasks automatically.

Create a Calendly scheduling link for every Close contact, and assign a task template in Clio

Close contacts generate Calendly booking links and assign Clio task templates.

If a Calendly invitee selects VIP, create a high-priority lead in Close and add a matter note in Clio

VIP Calendly bookings create high-priority Close leads and Clio matter notes.

When a Calendly meeting is completed, update the Close opportunity status and log an activity in Clio

Completed Calendly meetings update Close opportunity statuses and log Clio activities.

Use Gemini to analyze Calendly meeting notes, create a note in Close, and create a time entry in Clio

Gemini analyzes Calendly meeting notes to create Close notes and Clio time entries.

When a Clio task status updates, trigger a Calendly follow-up booking, and update the Close lead

Updated Clio task statuses trigger Calendly follow-up bookings and update Close leads.

When a DocuSign envelope is completed, create a matter in Clio, and create an opportunity in Close

Completed DocuSign agreements automatically generate Clio matters and Close opportunities.

Send a DocuSign agreement when a Close opportunity is created, and upload the document in Clio

New Close opportunities trigger DocuSign agreements and upload documents into Clio.

When a DocuSign document is signed, update the Clio matter status and update the Close lead

Signed DocuSign documents update Clio matter statuses and Close lead records.

Create a DocuSign envelope for every Clio document, and create a note in Close

Clio documents trigger DocuSign envelope generation and log notes in Close.

If a Close lead signs a DocuSign contract, update the Clio matter and update the Close opportunity

Signed contracts from Close leads update Clio matters and Close opportunities.

When a DocuSign envelope is declined, update the Close lead status and update the Clio task

Declined DocuSign envelopes update Close lead statuses and modify Clio tasks.

Use Perplexity to review DocuSign agreement terms, log a note in Close, and create a matter note in Clio

Perplexity reviews DocuSign agreements, logs notes in Close, and creates Clio matter notes.

When a Clio matter is created, send a DocuSign engagement letter, and create a task in Close

New Clio matters trigger DocuSign engagement letters and create Close tasks.

When a Stripe charge is succeeded, update the bill state in Clio, and create a note in Close

Successful Stripe charges update Clio bill states and create notes in Close.

Create a Stripe customer when a Close contact is created, and create a person contact in Clio

New Close contacts generate Stripe customers and Clio person contacts.

When a Stripe subscription is updated, update the Clio matter status and update the Close opportunity

Stripe subscription updates modify Clio matter statuses and Close opportunities.

Create a Stripe payment link for every Clio bill, and create a task in Close

Clio bills generate Stripe payment links and create tasks in Close.

If a Stripe payment fails, update the bill state in Clio and update the Close lead status

Failed Stripe payments update Clio bill states and Close lead statuses.

When a Stripe refund is issued, update the Clio matter and update the Close lead

Stripe refunds update Clio matters and Close lead records automatically.

Use Claude to categorize Stripe transaction notes, create an expense entry in Clio, and update the Close lead

Claude categorizes Stripe transaction notes to create Clio expense entries and update Close leads.

When a Close deal is won, create a Stripe invoice, and create a matter in Clio

Won Close deals generate Stripe invoices and create Clio matters.

When a RingCentral call is logged, create a communication in Clio, and create a note in Close

Logged RingCentral calls generate Clio communications and Close notes.

Place a RingCentral call when a Clio task is created, and update the Close lead

New Clio tasks trigger RingCentral outbound calls and update Close leads.

When a RingCentral meeting ends, update the Clio calendar entry and update the Close task

Completed RingCentral meetings update Clio calendar entries and Close tasks.

Create a RingCentral contact for every Close lead, and create a person contact in Clio

New Close contacts generate RingCentral contacts and Clio person contacts.

If a RingCentral call is missed, create a task in Clio and update the Close lead status

Missed RingCentral calls create Clio follow-up tasks and update Close lead statuses.

When a RingCentral recording is available, upload the document in Clio and create a note in Close

RingCentral recordings upload documents to Clio and create notes in Close.

Use Gemini to transcribe RingCentral call recordings, log a communication in Clio, and update the Close lead

Gemini transcribes RingCentral recordings, logs Clio communications, and updates Close leads.

When a Clio matter note is created, send a RingCentral SMS, and create a note in Close

Clio matter notes trigger RingCentral SMS messages and create Close notes.

Supported triggers and actions for Clio and Close

Mix and match to build the exact automation you need

Clio Triggers & Actions

Instant

Contact is created in Clio

Triggers the automation when a new contact is created

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Instant

Task is created in Clio

Triggers the automation when a new task is created

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Instant

Matter is created in Clio

Triggers the automation when a new matter is created

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Instant

Communication is created in Clio

Triggers the automation when a new communication is created

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Instant

Bill state is updated in Clio

Triggers the automation when a bill state has been updated

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Instant

Task status has updated in Clio

Triggers the automation when a Task status has been updated

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Instant

Calendar entry is created in Clio

Triggers the automation when a new calendar entry is created

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Instant

Matter status has updated in Clio

Triggers the automation when the status of a particular matter is updated

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Matter note is created in Clio

Triggers the automation when a new note is added to any matter

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Instant

Activity is created in Clio

Triggers the automation when a new activity is created

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Instant

New bill is created in Clio

Triggers the automation when a new bill is raised

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Document is created in Clio

Triggers the automation when a new document is created

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Close Triggers & Actions

Instant

Opportunity status change activity is updated in Close

Triggers the automation when the status of any opportunity changes

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Instant

Custom activity is created or updated in Close

Triggers the automation when a custom activity is created or updated

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Instant

Lead Status change is created in Close

Triggers the automation when the status of a lead changes

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Instant

Export is created in Close

Triggers the automation when a new export occurs

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Instant

Membership is activated in Close

Triggers the automation when a membership is activated

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Instant

Email Sequence Subscription created or updated in Close

Triggers the automation when a subscriber is added or updated

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Lead is created using search query in Close

Triggers the automation when a new lead has been added based on search criteria

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Instant

Lead is created in Close

Triggers the automation when a new lead is created

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Instant

Contact is created in Close

Triggers the automation when a new contact is created

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Instant

Contact is updated in Close

Triggers the automation when a contact is updated

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Instant

Opportunity status change activity is created in Close

Triggers the automation when the status of any opportunity changes

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Instant

Opportunity is created in Close

Triggers the automation when any opportunity is updated

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Instant

Email is created in Close

Triggers the automation when a new email is created

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Instant

Call record is updated in Close

Triggers the automation when call details are modified

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Instant

Call record is created in Close

Triggers the automation when a new call record is created

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Instant

Task is created in lead in Close

Triggers the automation when a new task is created for any lead

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Instant

SMS is created in Close

Triggers the automation when a SMS is created

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Instant

Meeting is created in Close

Triggers the automation when a new meeting is scheduled

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Note is created in Close

Triggers the automation when a new note is created

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Search contact in Close

Finds and retrieves contact information

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Update lead in Close

Updates the lead information

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Search lead in Close

Retrieves information for a particular lead

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Create lead in Close

Generates new leads for potential customers

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Update task in Close

Updates the task

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Create task in Close

Creates a new task

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Search task in Close

Searches for a task

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Search opportunity in Close

Searches for a opportunity

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Update opportunity in Close

Updates the opportunity

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Create opportunity in Close

Creates a new instance of the support system

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Create contact in Close

Adds a new contact to the database

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Update contact in Close

Updates contact information

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Create note in Close

Creates a new note in the particular format

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Update note in Close

Updates a note

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Search note in Close

Searches for a note

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Create email in Close

Adds a new contact to the contact list

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Search user in Close

Searches for a user

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Create SMS in Close

Creates a new sms

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Create custom activity in Close

Logs a new custom activity

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Run activity overview report in Close

Runs an activity overview report

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Delete logged call in Close

Removes a recorded phone conversation

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Create export in Close

Generates a new data export

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Run sent email report in Close

Runs a sent email report

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Subscribe Contact to Email Sequence in Close

Subscribes a contact to an email sequence

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Search custom activity in Close

Searches for a custom activity

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Add address to lead in Close

Updates lead information with address details

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Delete email in Close

Deletes particular emails from inbox

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Merge two leads in Close

Merges two leads

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Create bulk email in Close

Sends multiple emails to a list of recipients using a pre-set template

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Run opportunity report in Close

Runs an opportunity report

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Create smart view in Close

Creates a new smart view

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Run status change report in Close

Runs a status change report

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Toggle Forwarding on Phone Number in Close

Toggles forwarding on a phone number

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Update custom activity in Close

Updates a particular custom activity with new information

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Update smart view in Close

Updates smart view

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Update email sequence subscription in Close

Updates an email sequence subscription

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Delete email address from contact in Close

Removes an email address from a contact list

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Create bulk sequence subscription action in Close

Subscribes multiple leads to an email sequence in bulk

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Search email sequence subscription in Close

Searches for an email sequence subscription

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Search number of Leads in Query in Close

Searches for the number of leads in a query

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Search connected account in Close

Searches for linked accounts to streamline account management

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Get activity by id in Close

Retrieves a activity details by its id

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Create call in Close

Initiates a call to the recipient

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Update call in Close

Updates call information

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Search call in Close

Searches for a call

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What can you automate with Clio + Close?

Streamline your legal practice and sales pipeline by automating data syncs across Clio and Close.

Get Started For Free

🔄

Sync new matters and deals automatically

Create a lead in Close whenever a new matter is created in Clio, ensuring your sales pipeline reflects active legal work without manual data entry.

📝

Capture every submitted field and custom attribute

Map all custom fields and contact attributes between Clio and Close instead of just basic names and emails, ensuring your records are complete.

🔔

Alert your team instantly when status changes

Notify your legal and sales teams the moment an opportunity status updates or a bill state changes, eliminating communication bottlenecks.

🔀

Route records based on submitted criteria

Trigger different actions in Clio and Close depending on custom field values, ensuring VIP clients and high-value deals receive priority handling.

⏱️

Keep destinations updated as matters evolve

Update existing leads, tasks, and matter statuses dynamically as work progresses through your pipeline, keeping all teams on the same page.

🔍

Prevent duplicates with smart search and update

Search for existing contacts and company records before creating new ones in Clio or Close, maintaining a clean and organized database.

💳

Handle billing and payment status updates

Sync bill states, invoice payments, and transaction records across your practice management software and CRM automatically.

⚡

Extend workflows with powerful third-party tools

Connect Clio, Close, and Gmail to manage client communications, schedule meetings, and generate documents effortlessly in one flow.

And much more...

Who is Clio + Close integration for?

Legal practitioners, sales teams, and practice operations managers who need to connect client case management with deal pipelines to eliminate manual data entry.

Practice Directors

Intake Coordinators

Managing Attorneys

Client Intake Specialists

Sales Representatives

Legal Assistants

📈

Practice Directors

You're reviewing financial metrics across departments but your reporting sheet only updates when someone manually exports leads and matters, so the row counts you're optimising against are always a few hours behind — with this integration, every new matter lands in your system instantly and your data stays current.

⚡

Intake Coordinators

You manage incoming client inquiries that require rapid follow-up, but leads sit untouched in your CRM while you wait for notifications from your practice tool — automating both apps means every new submission creates a lead instantly and your team can act without delay.

⚖️

Managing Attorneys

You answer to firm partners who want to see active matter progress and pipeline conversions, but gathering status reports takes hours of manual cross-referencing — connecting these apps means case milestones and deal stages stay perfectly aligned across your firm.

📋

Client Intake Specialists

The volume of prospective client calls and form submissions is too high for anyone to keep up by hand, resulting in missed follow-ups and unlogged matters — this integration means every contact and task is captured automatically without manual intervention.

🤝

Sales Representatives

You own the deal closing process and depend on intake specialists to hand over qualified prospect details before you can reach out, but manual handoffs cause frustrating delays — with this integration, prospect data flows from Clio to Close the moment a matter is created.

🗂️

Legal Assistants

You need a reliable history of client communications and billing states, but you keep finding gaps between your CRM notes and practice management records — automating both apps means every communication and task update is logged with absolute accuracy.

Try This Integration – No Code Needed

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Tell us what type of automation you want to make?

Why choose Integrately to automate Clio + Close

Build and manage your Clio + Close automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected

Connect Clio + Close with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

20M+ Ready Automations

Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.

AI that builds your automations

Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.

24x5 Live Chat Support

Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.

Free done-for-you setup

Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.

Secure by design

SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.

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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.

Frequently Asked Questions

How do I connect Clio to Close?

You can connect Clio to Close in 1 click using ready-made workflows on Integrately, or ask Integrately AI to build the automation and map the fields.

Can I automatically create a Close lead when a new matter is created in Clio?

Can I connect Clio, Close, and Gmail?

What is a good Zapier alternative for Clio and Close?

How does Clio handle new matter triggers in automations?

How do opportunity updates in Close affect connected records?

Do I need coding skills to automate Clio and Close?

Is the Clio and Close integration free?

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Want to automate something else in your workflow?

You Can Also Connect Clio or Close With 1500+ Other Apps

Popular Clio Integrations

Connect Clio with practice management, document, and accounting tools to streamline legal operations.

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Clio Integrations

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Popular Close Integrations

Sync Close with email marketing, customer support, and analytics tools to accelerate deal closing.

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Close Integrations

No popular apps found

Clio + Close Integration

Integrate Clio to Close in one click, or tell Integrately AI how you want each lead handled. Capture new matters, sync contacts to your CRM, update lead statuses, and alert your team automatically.

Trusted by experts at...

Ready Workflows for Clio + Close Integration

Capture new matters, sync contact details, update lead pipeline stages, and trigger follow-up tasks, all in just one click.

Create Close Opportunity from new Clio Contact

When Contact is created in Clio, create Contact in Close

When Contact is created in Clio, create Task in Close

Create Clio contact for new Close contact

When Contact is created in Close > Check condition > Create person contact in Clio

When Contact is updated in Close > Check condition > Create person contact in Clio

When Lead is created in Close > Check condition > Create person contact in Clio

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Clio + Close flow

Extend your workflow by syncing communications, scheduling meetings, and logging invoices. Pick a combination and activate it in one click.

Supported triggers and actions for Clio and Close

Mix and match to build the exact automation you need

What can you automate with Clio + Close?

Streamline your legal practice and sales pipeline by automating data syncs across Clio and Close.

Who is Clio + Close integration for?

Legal practitioners, sales teams, and practice operations managers who need to connect client case management with deal pipelines to eliminate manual data entry.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Clio + Close

Build and manage your Clio + Close automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Related Posts

How to connect Clio with third-party apps : 19 must-have integrations

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Clio or Close With 1500+ Other Apps

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Clio + Close Integration

Integrate Clio to Close in one click, or tell Integrately AI how you want each lead handled. Capture new matters, sync contacts to your CRM, update lead statuses, and alert your team automatically.

Trusted by experts at...

Ready Workflows for Clio + Close Integration

Capture new matters, sync contact details, update lead pipeline stages, and trigger follow-up tasks, all in just one click.

Create Close Opportunity from new Clio Contact

When Contact is created in Clio, create Contact in Close

When Contact is created in Clio, create Task in Close

Create Clio contact for new Close contact

When Contact is created in Close > Check condition > Create person contact in Clio

When Contact is updated in Close > Check condition > Create person contact in Clio

When Lead is created in Close > Check condition > Create person contact in Clio

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Clio + Close flow

Extend your workflow by syncing communications, scheduling meetings, and logging invoices. Pick a combination and activate it in one click.

Supported triggers and actions for Clio and Close

Mix and match to build the exact automation you need

What can you automate with Clio + Close?

Streamline your legal practice and sales pipeline by automating data syncs across Clio and Close.

Who is Clio + Close integration for?

Legal practitioners, sales teams, and practice operations managers who need to connect client case management with deal pipelines to eliminate manual data entry.

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