Create Clio company for new Copper company
Copper + Clio Integration
Clio + Copper Integration
Integrate Clio to Copper in one click, or tell Integrately AI how you want each contact handled. Capture leads, create Copper opportunities, update client records, and trigger follow-ups automatically.
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
Lead is created in Copper Instant- Lead is changed in Copper Instant
- Person is created in Copper Instant
- Person is updated in Copper Instant
- Opportunity is updated in Copper Instant
- Opportunity is created in Copper Instant
- Activity is created in Copper Instant
- Company is updated in Copper Instant
- Company is created in Copper Instant
- Task is created in Copper Instant
- Task is updated in Copper Instant
- Project is created in Copper Instant
- Project is updated in Copper Instant
2.
- 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
- Get task by id in Copper
- Update task in Copper
- Create lead in Copper
- Update lead in Copper
- Search lead in Copper
- Create person in Copper
- Update person in Copper
- Search person in Copper
- Create activity in Copper
- Create task in Copper
- Search opportunity in Copper
- Create opportunity in Copper
- Update opportunity in Copper
- Search company in Copper
- Create company in Copper
- Update company in Copper
- Create project in Copper
- Update project in Copper
- Search project in Copper
- Search task in Copper
Trusted by experts at...
Ready Workflows for Clio + Copper Integration
Capture client matters, create Copper leads, update contact records, log communications, and trigger follow-ups, all in just one click.
Most popular automations
When Contact is created in Clio, create Person in Copper
When Contact is created in Clio, create Person in Copper
When Contact is created in Clio, create Task in Copper
When Contact is created in Clio, create Task in Copper
Create Clio contact for new Copper person
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 Copper - Clio integration, anytime a new Copper person 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.
See moreHowever, 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 Copper - Clio integration, anytime a new Copper person 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.
When Person is created in Copper > Check condition > Create person contact in Clio
Copper + Clio Integration
When Lead is created in Copper > Check condition > Create person contact in Clio
Copper + Clio Integration
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Clio + Copper flow
Connect supporting tools to sync calendars, notify teams, and manage client documents after your core workflow runs. Pick a combination and activate it in one click.
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Google Calendar (4)
Google Calendar (4) +
Gmail (4)
Gmail (4) +
Slack (4)
Slack (4) +
Asana (4)
Asana (4) +
DocuSign (4)
DocuSign (4) +
Xero (4)
Xero (4) C
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Add every new Clio contact to Copper, and schedule a follow-up meeting in Google Calendar.
New Clio contacts appear in Copper instantly while a follow-up meeting is scheduled in Google Calendar, eliminating manual entry.
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When a task is created in Clio, update the task in Copper and schedule a reminder in Google Calendar.
Keep Copper updated and Google Calendar synchronized whenever a new task is created in Clio.
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When a matter is created in Clio, create a project in Copper and add a calendar event in Google Calendar.
New Clio matters instantly create Copper projects and log important milestones in Google Calendar.
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When a calendar entry is created in Clio, create a lead in Copper and block time in Google Calendar.
Sync Clio calendar entries to Copper leads while booking dedicated time in Google Calendar.
Supported triggers and actions for Clio and Copper
Mix and match to build the exact automation you need
Clio Triggers & Actions
Instant
Communication is created in Clio
Triggers the automation when a new communication is created
Try it → Instant
Bill state is updated in Clio
Triggers the automation when a bill state has been updated
Try it → Instant
Task status has updated in Clio
Triggers the automation when a Task status has been updated
Try it → Instant
Calendar entry is created in Clio
Triggers the automation when a new calendar entry is created
Try it → Instant
Matter status has updated in Clio
Triggers the automation when the status of a particular matter is updated
Try it → Matter note is created in Clio
Triggers the automation when a new note is added to any matter
Try it → Copper Triggers & Actions
Instant
Person is updated in Copper
Triggers the automation when a person's details are changed
Try it → Instant
Opportunity is updated in Copper
Triggers the automation when any opportunity is updated
Try it → Instant
Opportunity is created in Copper
Triggers the automation when any opportunity is updated
Try it → Instant
Activity is created in Copper
Triggers the automation when a new activity is created
Try it → Instant
Company is updated in Copper
Triggers the automation when the company's profile is updated
Try it → What can you automate with Clio + Copper?
Streamline your legal practice and sales pipeline by connecting Clio and Copper for automated data synchronization.
🔄
Sync client contacts from Clio to Copper automatically
Every time a new contact is created in Clio, a corresponding person contact or lead is instantly generated in Copper. Eliminate double-entry and keep your CRM fully up to date.
📋
Capture every submitted field across both platforms
Map all available contact details, matter notes, and custom fields from Clio straight into Copper. Ensure your sales team has complete context for every prospective client.
🔔
Alert your team the moment a new matter opens
Notify your staff via Slack or email the second a new matter or billing event occurs in Clio. Keep every department informed without manual status meetings.
🔀
Route records based on custom fields and matter types
Evaluate incoming Clio contact data and assign them to specific Copper pipelines or sales reps based on practice area or matter value.
🔄
Keep deal statuses and client records synchronized
Automatically update Copper opportunities whenever matter statuses or bill states change in Clio. Maintain absolute accuracy across your entire tech stack.
🛡️
Prevent duplicates with smart search and update rules
Search existing Copper records before creating new entries, updating existing contacts and companies instead of generating duplicate entries.
📊
Handle later status changes and billing updates
Trigger automated CRM actions whenever invoices are paid, tasks are completed, or matter statuses move to closed in Clio.
🔌
Extend your workflow to Slack, Gmail, and Asana
Connect your Clio and Copper core workflow with supporting tools like Slack, Google Calendar, or Asana to trigger cross-functional team actions.
And much more...
Who is Clio + Copper integration for?
Legal practitioners, sales teams, and operations managers eliminate manual data entry between practice management and CRM platforms.
Legal operations directors
Sales representatives
Account managers
Intake specialists
Managing partners
Practice administrators
📈
Legal operations directors
You're reviewing revenue metrics across your practice but your CRM records only update when someone manually exports client files, so the pipeline counts you're reporting against are always a few hours behind — with this integration, every new contact lands in Copper instantly and your metrics stay current.
⚡
Sales representatives
You need to follow up with prospective clients immediately after consultation booking, but client details remain trapped in Clio until an admin manually transfers them — automating both apps means every lead lands in Copper the second it is created so you can reach out first.
🤝
Account managers
You answer to clients who want immediate updates on their active matters and deal stages, but tracking progress requires cross-referencing separate databases by hand — connecting these apps means client records and project statuses update simultaneously across platforms.
📥
Intake specialists
The volume of new consultation requests is too high for anyone to keep up by hand, leading to missed entries between your practice management software and CRM — this integration means every form submission and contact record flows effortlessly into both systems without duplicate typing.
⚖️
Managing partners
You own the handoff between initial client acquisition and active legal casework, depending on staff to manually pass details along the pipeline — with this integration, new matters automatically create CRM projects and kickoff tasks the moment client files are opened.
🗂️
Practice administrators
You need a reliable history of client communications and billing milestones, but manual record-keeping keeps leaving audit gaps between your billing tools and CRM — automating both apps means every communication and task update syncs accurately into your complete audit trail.
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 + Copper
Build and manage your Clio + Copper automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Clio + Copper 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.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Clio + Copper Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Clio to Copper?
You can connect Clio to Copper in 1 click using ready templates on Integrately or by asking Integrately AI to build the workflow. You can also integrate apps like Slack, Gmail, and Google Calendar into your automation.
Can I automatically create a Copper lead when a new Clio contact is created?
Can I connect Clio, Copper, and Slack?
What is a good Zapier alternative for Clio and Copper?
How are custom fields handled between Clio and Copper?
Can I sync matter updates from Clio into Copper opportunities?
Do I need coding skills to automate Clio and Copper?
Is the Clio and Copper integration free?
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