Clio + EasyPractice Integration

Connect Clio to EasyPractice - Automate your workflows in 1-click

Make use of Clio automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Make use of EasyPractice automations to automate event registrations, send reminder emails, and manage attendee communication efficiently. Skip the manual back and forth! Easily automate the flow of data between Clio & EasyPractice using Integrately.

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Ready Workflows For Clio + EasyPractice Integration

Just click on the workflow you want to automate

Create Clio contact for new EasyPractice order

If you're using EasyPractice to manage your events, you'll want to make sure that your Clio contact are updated with the latest information. When a order is added to an event in EasyPractice, a new contact will be created in Clio automatically. This makes it easy to keep track of your sales pipeline and track event success.

Activate

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Create Your Own Clio & EasyPractice Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

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
New appointment in EasyPractice
New invoice in EasyPractice
Client deactivated in EasyPractice
New client in EasyPractice

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

3x-10x Less Expensive Than Zapier

Zapier

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750 Tasks

in $19.⁹⁹

Integrately

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2,000 Tasks

in $19.⁹⁹

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Integrate Clio & EasyPractice In 1 Click
And Save Time & Money Both

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

Want to automate something else in your workflow?

You Can Also Connect Clio or EasyPractice 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

EasyPractice is a revolutionary platform for therapists and clinicians. It aims to create a simplified therapy practice management solution which works across all devices - desktop web app, mobile web app and native iOS/Android apps.

See EasyPractice Integrations