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.
Clio + Copilot(Under review) Integration
Connect Clio to Copilot(Under review) in 1 click
Free forever.Use premium features free for 14 days.1.
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
Payment is succeed in Copilot(Under review) Instant- Client is created in Copilot(Under review) Instant
- Client is updated in Copilot(Under review) Instant
- Client is deleted in Copilot(Under review) Instant
- Client is activated in Copilot(Under review) Instant
- Client custom Field is updated in Copilot(Under review) Instant
- Company is created in Copilot(Under review) Instant
- Company is updated in Copilot(Under review) Instant
- Company is deleted in Copilot(Under review) Instant
- Contract is requested in Copilot(Under review) Instant
- Contract is signed in Copilot(Under review) Instant
- File is created in Copilot(Under review) Instant
- File is updated in Copilot(Under review) Instant
- File is deleted in Copilot(Under review) Instant
- Folder is created in Copilot(Under review) Instant
- Folder is updated in Copilot(Under review) Instant
- Folder is deleted in Copilot(Under review) Instant
- Form response is completed in Copilot(Under review) Instant
- Internal user is created in Copilot(Under review) Instant
- Internal user is deleted in Copilot(Under review) Instant
- Invoice is created in Copilot(Under review) Instant
- Invoice is updated in Copilot(Under review) Instant
- Invoice is deleted in Copilot(Under review) Instant
- Invoice is sent in Copilot(Under review) Instant
- Invoice is paid in Copilot(Under review) Instant
- Invoice is voided in Copilot(Under review) Instant
- Message channel is created in Copilot(Under review) Instant
- Message is sent in Copilot(Under review) Instant
- Note is created in Copilot(Under review) Instant
- Note is updated in Copilot(Under review) Instant
- Note is deleted in Copilot(Under review) Instant
- Notification is created in Copilot(Under review) Instant
- Price is created in Copilot(Under review) Instant
- Product is created in Copilot(Under review) Instant
- Product is updated in Copilot(Under review) Instant
- Task is created in Copilot(Under review) Instant
- Task is updated in Copilot(Under review) Instant
- Task is archived in Copilot(Under review) Instant
- Task is deleted in Copilot(Under review) Instant
- Task is completed in Copilot(Under review) Instant
- Payment is failed in Copilot(Under review) Instant
- Link is created in Copilot(Under review) Instant
- Link is updated in Copilot(Under review) Instant
- Link is deleted in Copilot(Under review) Instant
- Subscription is created in Copilot(Under review) Instant
- Subscription is canceled in Copilot(Under review) Instant
2.
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Top 10 Most Popular Clio Automations from
Integrately Community
Just click on the workflow you want to automate
Create Clio contact for new Microsoft Excel row
Create Clio contact for new Eventbrite order
Create Clio contact for new MemberPress member
Create Clio contact for new Google Sheets row
Create Clio contact for new CompanyHub record
Create Clio contact for new Microsoft Excel row
Create Clio contact for new Eventbrite order
Create Clio contact for new MemberPress member
Create Clio contact for new Google Sheets row
Create Clio contact for new CompanyHub record
Create Clio contact for new Zoho Creator record
Create Clio contact for new EasyCSV data
Create Clio contact for new Bubble data thing
Create Clio contact for new PostgreSQL row
Create Clio contact for new MySQL row
Create Clio contact for new Zoho Creator record
Create Clio contact for new EasyCSV data
Create Clio contact for new Bubble data thing
Create Clio contact for new PostgreSQL row
Create Clio contact for new MySQL row
Top 10 Most Popular Copilot(Under review) Automations from
Integrately Community
Most popular
01
Create Copilot(Under review) task for new Workbooks CRM contact
02
Create Copilot(Under review) task for new Workbooks CRM task
03
Create Copilot(Under review) task for new Sharetribe contact
04
Create Copilot(Under review) task for new Smart Emailing contact
05
Create Copilot(Under review) task for updated Smart Emailing contact
06
Create Copilot(Under review) task for new growform form submission
07
Create Copilot(Under review) task for new MachForm form submission
08
Create Copilot(Under review) task for new Formester form submission
09
Create Copilot(Under review) task for new GoZenForms form submission
10
Create Copilot(Under review) task for new bugs.work task
Most popular
01
Create Copilot(Under review) task for new Workbooks CRM contact
02
Create Copilot(Under review) task for new Workbooks CRM task
03
Create Copilot(Under review) task for new Sharetribe contact
04
Create Copilot(Under review) task for new Smart Emailing contact
05
Create Copilot(Under review) task for updated Smart Emailing contact
06
Create Copilot(Under review) task for new growform form submission
07
Create Copilot(Under review) task for new MachForm form submission
08
Create Copilot(Under review) task for new Formester form submission
09
Create Copilot(Under review) task for new GoZenForms form submission
10
Create Copilot(Under review) task for new bugs.work task
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You Can Also Connect Clio or Copilot(Under review) With 1400+ Other Apps
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.
Copilot(Under review)
Copilot is a client portal platform for service businesses, offering tools for messaging, billing, e-signatures, file sharing, and custom apps—streamlining client management and collaboration.
