Clio + CompanyCam (In Review) Integration

Integrate Clio to CompanyCam (In Review) in one click, or tell Integrately AI how you want each matter handled. Create projects, log notes, upload documents, and sync updates automatically.

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1.
  • Clio
    Contact is created in Clio Instant
  • Clio
    Task is created in Clio Instant
  • Clio
    Matter is created in Clio Instant
  • Clio
    Communication is created in Clio Instant
  • Clio
    Bill state is updated in Clio Instant
  • Clio
    Task status has updated in Clio Instant
  • Clio
    Calendar entry is created in Clio Instant
  • Clio
    Matter status has updated in Clio Instant
  • Clio
    Matter note is created in Clio
  • Clio
    Activity is created in Clio Instant
  • Clio
    New bill is created in Clio Instant
  • Clio
    Document is created in Clio
  • CompanyCam (In Review)
    Project is created in CompanyCam (In Review) Instant
  • CompanyCam (In Review)
    Project is updated in CompanyCam (In Review) Instant
  • CompanyCam (In Review)
    Photo is created in CompanyCam (In Review) Instant
  • CompanyCam (In Review)
    Photo is updated in CompanyCam (In Review) Instant
  • CompanyCam (In Review)
    Tag is added to photo in CompanyCam (In Review) Instant
  • CompanyCam (In Review)
    Label is added to project in CompanyCam (In Review) Instant
  • CompanyCam (In Review)
    Document is created in CompanyCam (In Review) Instant
  • CompanyCam (In Review)
    Comment is created in CompanyCam (In Review) Instant
Arrow Right
2.
  • Clio
    Search task by name in Clio
  • Clio
    Assign task template list to matter in Clio
  • Clio
    Upload document in Clio
  • Clio
    Update task in Clio
  • Clio
    Create communication in Clio
  • Clio
    Create task in Clio
  • Clio
    Create person contact in Clio
  • Clio
    Update person contact in Clio
  • Clio
    Search person contact in Clio
  • Clio
    Search contact by custom field in Clio
  • Clio
    Create time entry (Activity) in Clio
  • Clio
    Update matter in Clio
  • Clio
    Create matter in Clio
  • Clio
    Create matter note in Clio
  • Clio
    Create matter folder in Clio
  • Clio
    Create calendar entry in Clio
  • Clio
    Search matter in Clio
  • Clio
    Create expense entry (Activity) in Clio
  • Clio
    Search matter by custom field in Clio
  • Clio
    Create company contact in Clio
  • Clio
    Update company contact in Clio
  • Clio
    Search company contact in Clio
  • Clio
    Search user in Clio
  • Clio
    Search bill in Clio
  • CompanyCam (In Review)
    Add project in CompanyCam (In Review)
  • CompanyCam (In Review)
    Search project in CompanyCam (In Review)
  • CompanyCam (In Review)
    Add tag to photo in CompanyCam (In Review)
  • CompanyCam (In Review)
    Create tag in CompanyCam (In Review)

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Ready WorkflowsReady Workflows   for Clio + CompanyCam (In Review) Integration

Create a CompanyCam project from a new Clio matter, add tags, update project details, and log notes, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Clio + CompanyCam (In Review) flow

Extend your legal workflows by connecting document storage, team chat, accounting, and scheduling tools. Pick a combination and activate it in one click.

Clio
CompanyCam (In Review)
+
Google DriveGoogle Drive (5)
+
SlackSlack (4)
+
QuickBooks OnlineQuickBooks Online (3)
+
GmailGmail (3)
+
DocuSignDocuSign (3)
+
CalendlyCalendly (3)
C
G
C
Create a Google Drive folder for every new Clio matter, and add a project in CompanyCam (In Review)
New Clio matters instantly get a matching Google Drive folder and CompanyCam project, keeping documents and photos organised from day one.
C
G
C
Upload every new CompanyCam (In Review) photo to Google Drive, and log a matter note in Clio
Every photo captured in CompanyCam automatically backs up to Google Drive while adding a confirmation note to your Clio matter.
G
C
C
When a document is created in Google Drive, upload it to Clio and add a tag in CompanyCam (In Review)
New documents in Google Drive attach straight to your Clio matter and update project tags in CompanyCam.
C
G
C
Create a Google Drive folder when a CompanyCam (In Review) project is created, and update the matter in Clio
New CompanyCam projects automatically generate Google Drive folders and update your Clio matter records.
G
C
C
Use Claude to summarise new Google Drive documents, save the summary in Clio, and add a project in CompanyCam (In Review)
Use Claude to process Google Drive documents, store the summary in Clio, and open a new project in CompanyCam.

Supported triggers and actions for Clio and CompanyCam (In Review)

Mix and match to build the exact automation you need

Clio
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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Search task by name in Clio
Finds a task by its name
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Assign task template list to matter in Clio
Generates a new communication
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Upload document in Clio
Adds a document
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Update task in Clio
Modifies an existing task
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Create communication in Clio
Generates a new communication
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Create task in Clio
Generates a new task
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Create person contact in Clio
Adds a new contact to the person database
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Update person contact in Clio
Updates contact information for a person
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Search person contact in Clio
Searches for a person contact
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Search contact by custom field in Clio
Locates and retrieves contacts using a custom field
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Create time entry (Activity) in Clio
Record and track time spent on a activity
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Update matter in Clio
Updates matter details with the latest information
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Create matter in Clio
Generates new matter
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Create matter note in Clio
Generates a note for new matters
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Create matter folder in Clio
Generates a folder for organizing matter
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Create calendar entry in Clio
Adds a new event to the calendar
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Search matter in Clio
Searches for a matter
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Create expense entry (Activity) in Clio
Record a new expense entry
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Search matter by custom field in Clio
Searches for a matter using a custom field
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Create company contact in Clio
Adds a new contact for a company into the company's contact list
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Update company contact in Clio
Updates contact information for company records
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Search company contact in Clio
Retrieves contact information for a company
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Search user in Clio
Searches for a user
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Search bill in Clio
Searches for a bill
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CompanyCam (In Review)
CompanyCam (In Review) Triggers & Actions
Instant
Project is created in CompanyCam (In Review)
Triggers the automation when a new project is created
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Instant
Project is updated in CompanyCam (In Review)
Triggers the automation when a project is updated
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Instant
Photo is created in CompanyCam (In Review)
Triggers the automation when a new photo is created
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Instant
Photo is updated in CompanyCam (In Review)
Triggers the automation when a photo is updated
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Instant
Tag is added to photo in CompanyCam (In Review)
Triggers the automation when a tag is added
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Instant
Label is added to project in CompanyCam (In Review)
Triggers the automation when any project is labelled
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Instant
Document is created in CompanyCam (In Review)
Triggers the automation when a new document is created
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Instant
Comment is created in CompanyCam (In Review)
Triggers the automation when a new comment is created
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Add project in CompanyCam (In Review)
Creates a new project entry
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Search project in CompanyCam (In Review)
Searches for a project
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Add tag to photo in CompanyCam (In Review)
Assigns a tag to a photo based on its content or metadata
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Create tag in CompanyCam (In Review)
Generates a new tag
Try it →

What can you automate with Clio + CompanyCam (In Review)?

Connect your legal practice management with secure photo storage to eliminate manual data entry and streamline case workflows.

What you can automate?
🚀
Create CompanyCam projects from new Clio matters
Automatically initialize a new project in CompanyCam (In Review) the moment a new matter is created in Clio, eliminating manual setup time.
📋
Capture every submitted field and note
Map all available matter details, custom fields, and notes across both apps so your records remain comprehensive and accurate.
🔔
Notify your team the moment events occur
Send instant alerts and task updates to your staff in real time whenever new matters or project photos are created.
🔀
Route actions based on matter criteria
Trigger different follow-up steps or project tags depending on specific matter types, priority levels, or custom field values.
🔄
Keep project records continuously updated
Synchronize status changes, updates, and comments between Clio and CompanyCam without touching a keyboard.
🔍
Search and update existing records safely
Look up existing contacts and matters before creating new entries to prevent duplicate records in your database.
📑
Handle status changes and document uploads
Automatically upload documents and apply status tags when bills are updated or project milestones are reached.
🌐
Extend your workflow to team messaging apps
Connect Slack, Google Drive, or QuickBooks Online to your core Clio and CompanyCam flow for a fully integrated business stack.
And much more...

Who is Clio + CompanyCam (In Review) integration for?

Legal practices and field inspection teams streamline case management, document storage, and site photo archiving.

Legal operations directors
Legal operations directors
Managing partners
Managing partners
Client relationship managers
Client relationship managers
Legal assistants
Legal assistants
Project coordinators
Project coordinators
Compliance officers
Compliance officers
📈
Legal operations directors
You're overseeing case metrics across multiple channels but your reporting sheet only updates when someone manually exports matter data, so the case counts you're reviewing are always hours behind — with this integration, every new matter lands in your system instantly and your data stays current.
Managing partners
You need to act fast on new client sign-ups and site inspections, but you find out about new project updates too late to keep clients happy — automating both apps means every new matter instantly triggers project creation and keeps your entire leadership team informed.
🤝
Client relationship managers
You answer to demanding clients who want to see daily photo progress and up-to-date case documents, but hunting for attachments across devices wastes hours — this integration means every photo and document syncs directly to the client file without manual searching.
📊
Legal assistants
The volume of client intake forms and site photos is too high for anyone to keep up by hand, leading to missing records and administrative backlogs — connecting these apps means every form and image files itself automatically without human intervention.
🔄
Project coordinators
You own the site documentation and depend on attorneys upstream to hand over matter details before you can start work, causing costly delays — with this integration, new matters instantly trigger project setups so you can begin work without waiting.
🛡️
Compliance officers
You need a reliable audit history for every case file and site visit, but manual logging keeps leaving frustrating gaps in your archives — automating both apps means every interaction and photo is logged permanently and accurately.
Our team

Ready Workflows Did you know?

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

Tell us what type of automation you want to make?

Why choose Integrately to automate Clio + CompanyCam (In Review)

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

1,500+ apps connected
1,500+ apps connected
Connect Clio + CompanyCam (In Review) with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
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
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
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.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Clio to CompanyCam (In Review)?
Frequently Asked Questions
You can connect Clio to CompanyCam (In Review) instantly using 1-click ready workflows on Integrately or by asking Integrately AI to build your custom automation. Connect your accounts, select your triggers, and let your practice management and photo storage sync automatically alongside apps like Google Drive and Slack.
Can I automatically create CompanyCam projects from new Clio matters?
Frequently Asked Questions
Can I connect Clio, CompanyCam (In Review), and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Clio and CompanyCam (In Review)?
Frequently Asked Questions
How does Clio handle new matter data during automation?
Frequently Asked Questions
Can CompanyCam (In Review) trigger photo updates in Clio?
Frequently Asked Questions
Do I need coding skills to automate Clio and CompanyCam (In Review)?
Frequently Asked Questions
Is the Clio and CompanyCam (In Review) integration free?
Frequently Asked Questions
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Didn't find the answer you were looking for?
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Want to automate something else in your workflow?

You Can Also Connect Clio or CompanyCam (In Review) With 1500+ Other Apps

Clio
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CompanyCam (In Review)
Popular CompanyCam (In Review) Integrations
Sync CompanyCam with project management, storage, and field service tools to keep site photos organised everywhere.