Clio + EasyPractice Integration

Connect Clio to EasyPractice in 1 click

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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

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Ready Workflows for Clio + EasyPractice Integration

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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.

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Top 10 Most Popular Clio Automations from
Integrately Community

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Create Clio contact for new Microsoft Excel row

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Create Clio contact for new Eventbrite order

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Create Clio contact for new MemberPress member

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Create Clio contact for new Google Sheets row

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Create Clio contact for new CompanyHub record

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Create Clio contact for new Microsoft Excel row

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Create Clio contact for new Eventbrite order

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Create Clio contact for new MemberPress member

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Create Clio contact for new Google Sheets row

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Create Clio contact for new CompanyHub record

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Create Clio contact for new Zoho Creator record

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Create Clio contact for new EasyCSV data

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Create Clio contact for new Bubble data thing

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Create Clio contact for new PostgreSQL row

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Create Clio contact for new MySQL row

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Create Clio contact for new Zoho Creator record

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Create Clio contact for new EasyCSV data

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Create Clio contact for new Bubble data thing

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Create Clio contact for new PostgreSQL row

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Create Clio contact for new MySQL row

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Top 10 Most Popular EasyPractice Automations from
Integrately Community

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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.

Want to automate something else in your workflow?

You Can Also Connect Clio or EasyPractice 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.

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EasyPractice

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.

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