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 + Ecologi Integration
Integrate Clio to Ecologi in one click, or tell Integrately AI how you want each matter handled. Plant trees for every new case, track your firm's environmental impact, log climate contributions, and celebrate sustainability milestones 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
2.
- Search task by name in Clio
- Assign task template list to matter in Clio
- Upload document in Clio
- Create task in Clio
- Create communication in Clio
- Update 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
Plant trees in Ecologi
Trusted by experts at...
Ready Workflows for Clio + Ecologi Integration
Plant trees for new matters, celebrate completed tasks, offset firm emissions, and reward client onboarding, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
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 + Ecologi flow
Bring client communication, document signing, team alerts, and financial tracking into your automated sustainability workflow. Pick a combination and activate it in one click.
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Google Drive (3)
Google Drive (3) +
Slack (3)
Slack (3) +
QuickBooks Online (3)
QuickBooks Online (3) +
Gmail (3)
Gmail (3) +
DocuSign (3)
DocuSign (3) +
Calendly (3)
Calendly (3) C
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Create a Google Drive folder for every new Clio matter, and plant trees in Ecologi
Every new Clio matter gets a dedicated Google Drive folder instantly while Ecologi plants trees for the client, eliminating manual file setup.
C
G
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Upload every new Clio document to Google Drive, and plant trees in Ecologi
New Clio documents sync directly to Google Drive while Ecologi logs your environmental contribution, keeping files accessible everywhere.
C
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When a Clio matter status updates, update Google Drive folders and plant trees in Ecologi
Matter status changes in Clio trigger Google Drive folder reorganisations and prompt Ecologi to plant trees for successful milestones.
Supported triggers and actions for Clio and Ecologi
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 → Ecologi Triggers & Actions
What can you automate with Clio + Ecologi?
Connect your legal practice management to environmental action with powerful automated workflows.
🌲
Plant trees for every new legal matter
Automatically trigger tree planting in Ecologi the moment a new matter is created in Clio, turning client intake into measurable environmental impact.
📋
Capture every submitted matter and contact field
Map detailed contact and matter properties from Clio directly into your Ecologi impact notes instead of just basic identifiers.
🔔
Tell the right person as soon as it happens
Send instant notifications to team channels whenever client milestones trigger new tree-planting events in Ecologi.
⚡
Route actions based on submitted case criteria
Execute different planting volumes or notification paths depending on custom fields and matter types submitted in Clio.
🔄
Keep environmental logs updated as matters change
Update impact records automatically when matter statuses and task completions evolve in Clio.
🛡️
Add or update records without creating duplicates
Ensure clean tracking by updating existing client contribution records rather than creating redundant entries.
💳
Handle later billing and payment status changes
Trigger environmental rewards when bill states are updated or invoices are marked as paid in Clio.
📂
Extend workflows to Slack, Google Drive and more
Connect your Clio and Ecologi core workflow to supporting apps like Slack or Google Drive for complete multi-step automation.
And much more...
Who is Clio + Ecologi integration for?
Legal practices and sustainable firms connecting client casework directly to automated environmental impact.
Law firm administrators
Legal intake coordinators
Client relations managers
Managing partners
Billing specialists
Compliance officers
📈
Law firm administrators
You review firm sustainability reports and client onboarding metrics, but your impact numbers are always outdated because tracking tree planting requires manual tallying — this integration means every new matter triggers automatic tree planting in Ecologi and keeps your metrics current.
⚡
Legal intake coordinators
You need to act fast when new clients sign up, and you find out about retainer milestones too late to log sustainability contributions — this integration means every new Clio contact instantly triggers tree planting in Ecologi so your green pledges match your client growth.
🤝
Client relations managers
You answer to clients who expect transparent reporting on firm ESG commitments, but manual updates lead to gaps in your sustainability records — this integration means every completed case milestone automatically updates your Ecologi impact log.
📊
Managing partners
The volume of new legal matters is too high for anyone to keep up with manual sustainability tracking and carbon offsetting by hand — this integration means every new matter created in Clio automatically funds tree planting in Ecologi without staff overhead.
📋
Billing specialists
You own the invoicing process and depend on lawyers to hand over billing data before you can process payments and log associated green rewards — this integration means every new bill created in Clio automatically triggers Ecologi tree planting.
🗂️
Compliance officers
You need a reliable history of firm activities and keep finding gaps between case creation logs and environmental offset records — this integration means every Clio action perfectly pairs with an automated Ecologi tree planting event.
Did you know?
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate Clio + Ecologi
Build and manage your Clio + Ecologi automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Clio + Ecologi 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 + Ecologi Now 
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Frequently Asked Questions
How do I connect Clio to Ecologi?
You can connect Clio to Ecologi in 1 click using ready workflows on Integrately, or use Integrately AI to build custom multi-step automations involving apps like Slack, Google Drive, and Gmail.
Can I automatically plant trees in Ecologi when a new matter is created in Clio?
Can I connect Clio, Ecologi, and Slack?
What is a good Zapier alternative for Clio and Ecologi?
How are matter details from Clio synced to Ecologi?
Can I offset emissions for paid Clio bills in Ecologi?
Do I need coding skills to automate Clio and Ecologi?
Is the Clio and Ecologi integration free?
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