Clio + Cogsworth Integration

Connect Clio to Cogsworth in 1 click

Integrate Clio + Cogsworth For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Clio + Cogsworth Workflows

Update Clio contact from new Cogsworth appointment

Cogsworth + Clio Integration

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When Appointment is booked in Cogsworth > Check any condition > Create person contact in Clio

Cogsworth + Clio Integration

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Create Your Own Clio & Cogsworth Integration Without Any Code

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
Appointment is booked in Cogsworth Instant
Appointment is cancelled in Cogsworth Instant
Appointment is rescheduled in Cogsworth Instant

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

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You Can Also Connect Clio or Cogsworth With 1200+ Other Apps

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.

See Clio Integrations

Cogsworth is a bot which works with your calendar and automatically fills in your availability, if you have it blocked or free. It also gives you a quick overview of how busy you are going to be.

See Cogsworth Integrations