Clio + Eledo Integration

Integrate Clio to Eledo in one click, or tell Integrately AI how you want each matter handled. Generate document records, update your files, alert your team, and track every client matter automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Clio
    Contact is created in Clio Instant
  • Clio
    Task is created in Clio Instant
  • Clio
    Matter is created in Clio Instant
  • Clio
    Communication is created in Clio Instant
  • Clio
    Bill state is updated in Clio Instant
  • Clio
    Task status has updated in Clio Instant
  • Clio
    Calendar entry is created in Clio Instant
  • Clio
    Matter status has updated in Clio Instant
  • Clio
    Matter note is created in Clio
  • Clio
    Activity is created in Clio Instant
  • Clio
    New bill is created in Clio Instant
  • Clio
    Document is created in Clio
Arrow Right
2.
  • Clio
    Create task in Clio
  • Clio
    Create communication in Clio
  • Clio
    Update task in Clio
  • Clio
    Search task by name in Clio
  • Clio
    Upload document in Clio
  • Clio
    Assign task template list to matter in Clio
  • Clio
    Create person contact in Clio
  • Clio
    Update person contact in Clio
  • Clio
    Search person contact in Clio
  • Clio
    Search contact by custom field in Clio
  • Clio
    Create time entry (Activity) in Clio
  • Clio
    Update matter in Clio
  • Clio
    Create matter in Clio
  • Clio
    Create matter note in Clio
  • Clio
    Create matter folder in Clio
  • Clio
    Create calendar entry in Clio
  • Clio
    Search matter in Clio
  • Clio
    Create expense entry (Activity) in Clio
  • Clio
    Search matter by custom field in Clio
  • Clio
    Create company contact in Clio
  • Clio
    Update company contact in Clio
  • Clio
    Search company contact in Clio
  • Clio
    Search user in Clio
  • Clio
    Search bill in Clio
  • Eledo
    Create PDF document in Eledo

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Ready WorkflowsReady Workflows   for Clio + Eledo Integration

Generate documents, update client files, notify your team, and track matter progress, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

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 + Eledo flow

Send document alerts to your team, sync files to cloud storage, and manage client communications instantly. Pick a combination and activate it in one click.

Clio
Eledo
+
QuickBooks OnlineQuickBooks Online (4)
+
ClioClio (4)
+
GmailGmail (4)
+
Google DriveGoogle Drive (4)
+
DocuSignDocuSign (3)
+
SlackSlack (4)
C
E
Q
When a matter is created in Clio, generate a PDF document in Eledo and create a new customer in QuickBooks Online.
New Clio matters automatically generate documents in Eledo and create corresponding customers in QuickBooks Online, eliminating manual data entry.
C
E
Q
When a bill state is updated in Clio, generate a PDF document in Eledo and update the invoice in QuickBooks Online.
Bill state updates in Clio trigger Eledo document generation and update corresponding financial records in QuickBooks Online.
C
E
Q
When a task is created in Clio, generate a PDF document in Eledo and record an expense in QuickBooks Online.
New tasks in Clio create document records in Eledo and log expenses in QuickBooks Online instantly.
C
E
Q
Use Claude to evaluate Clio bill details, generate an Eledo PDF, and create a QuickBooks Online invoice.
Claude reviews Clio bill data to drive Eledo document creation and QuickBooks Online invoicing.

Supported triggers and actions for Clio and Eledo

Mix and match to build the exact automation you need

Clio
Clio Triggers & Actions
Instant
Contact is created in Clio
Triggers the automation when a new contact is created
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Instant
Task is created in Clio
Triggers the automation when a new task is created
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Instant
Matter is created in Clio
Triggers the automation when a new matter is created
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Instant
Communication is created in Clio
Triggers the automation when a new communication is created
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Instant
Bill state is updated in Clio
Triggers the automation when a bill state has been updated
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Instant
Task status has updated in Clio
Triggers the automation when a Task status has been updated
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Instant
Calendar entry is created in Clio
Triggers the automation when a new calendar entry is created
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Instant
Matter status has updated in Clio
Triggers the automation when the status of a particular matter is updated
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Matter note is created in Clio
Triggers the automation when a new note is added to any matter
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Instant
Activity is created in Clio
Triggers the automation when a new activity is created
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Instant
New bill is created in Clio
Triggers the automation when a new bill is raised
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Document is created in Clio
Triggers the automation when a new document is created
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Create task in Clio
Generates a new task
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Create communication in Clio
Generates a new communication
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Update task in Clio
Modifies an existing task
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Search task by name in Clio
Finds a task by its name
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Upload document in Clio
Adds a document
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Assign task template list to matter in Clio
Generates a new communication
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Create person contact in Clio
Adds a new contact to the person database
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Update person contact in Clio
Updates contact information for a person
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Search person contact in Clio
Searches for a person contact
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Search contact by custom field in Clio
Locates and retrieves contacts using a custom field
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Create time entry (Activity) in Clio
Record and track time spent on a activity
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Update matter in Clio
Updates matter details with the latest information
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Create matter in Clio
Generates new matter
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Create matter note in Clio
Generates a note for new matters
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Create matter folder in Clio
Generates a folder for organizing matter
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Create calendar entry in Clio
Adds a new event to the calendar
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Search matter in Clio
Searches for a matter
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Create expense entry (Activity) in Clio
Record a new expense entry
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Search matter by custom field in Clio
Searches for a matter using a custom field
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Create company contact in Clio
Adds a new contact for a company into the company's contact list
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Update company contact in Clio
Updates contact information for company records
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Search company contact in Clio
Retrieves contact information for a company
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Search user in Clio
Searches for a user
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Search bill in Clio
Searches for a bill
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Eledo
Eledo Triggers & Actions
No trigger is available
Create PDF document in Eledo
Generates a pdf document from input data
Try it →

What can you automate with Clio + Eledo?

Streamline your legal practice management and document creation workflows with automated triggers and actions.

What you can automate?
📄
Generate PDF documents from new Clio matters automatically
Create professional PDF documents in Eledo the moment a new client matter is registered in Clio. Eliminate manual typing and start your document workflow instantly.
📋
Capture every submitted field into your Eledo documents
Map custom matter details, client names, and billing specifics from Clio directly into your Eledo document templates without missing vital details.
🔔
Notify your legal team as soon as documents are generated
Send instant notifications to your staff in Slack or via email whenever Eledo produces a new PDF document from your Clio records.
🔀
Route workflows based on Clio bill state updates
Trigger different document actions or client messages in Eledo depending on whether a Clio bill is marked paid, pending, or overdue.
🔄
Keep your Clio records and Eledo documents synchronized
Update existing records and documents across both platforms whenever matter details or task statuses change in Clio.
🔍
Search contacts before generating PDF documents
Look up existing person and company contacts in Clio before creating Eledo documents to prevent duplicate records.
💳
Handle billing status changes and invoice updates
Automate document generation and record updates in response to new bills and payment state changes in Clio.
☁️
Extend your workflow by syncing files to Google Drive
Automatically upload generated Eledo PDFs to Google Drive folders for secure cloud storage and client file organization.
And much more...

Who is Clio + Eledo integration for?

Law firms and small business teams eliminate manual document creation and keep practice management records synchronized with automated workflows.

Managing Partners
Managing Partners
Legal Assistants
Legal Assistants
Client Relations Managers
Client Relations Managers
Billing Specialists
Billing Specialists
Associate Lawyers
Associate Lawyers
Compliance Officers
Compliance Officers
📈
Managing Partners
You review financial and matter metrics across your firm, but your document logs only update when staff members manually export records, so the totals you're reviewing are always hours behind — with this integration, every new Clio matter generates an Eledo PDF instantly and your reporting stays current.
Legal Assistants
You need to prepare paperwork the moment a client matter opens, but you find out about new assignments too late to keep up with intake volume — automating both apps means every new Clio matter generates an Eledo document immediately and your paperwork is ready on time.
🤝
Client Relations Managers
You answer to clients who want to see immediate progress on their legal matters and billing statements, but administrative delays leave them waiting for documents — integrating these apps means every Clio update generates professional Eledo PDFs instantly and client communications go out without delay.
📊
Billing Specialists
The volume of new matters and bill state changes is too high for anyone to keep up by hand, leading to invoicing bottlenecks — this integration means every billing update in Clio triggers an Eledo PDF document automatically and your invoicing pipeline stays clear.
⚖️
Associate Lawyers
You own the legal work and depend on intake staff to hand over client details before you can draft documents — with this integration, every Clio matter creation generates your Eledo paperwork instantly and you can begin casework without waiting for manual handovers.
🗂️
Compliance Officers
You need a reliable audit history of all client matters and generated paperwork, but manual logging creates persistent gaps in your records — automating both apps means every Clio event generates a matching Eledo document record and your audit trail remains complete.
Our team

Ready Workflows 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 + Eledo

Build and manage your Clio + Eledo automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Clio + Eledo with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
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
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
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?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Clio to Eledo?
Frequently Asked Questions
You can connect Clio to Eledo in one click using ready-made templates on Integrately, or use Integrately AI to set up custom workflows with apps like QuickBooks Online, Gmail, and Slack.
Can I automatically generate PDF documents when a new matter is created in Clio?
Frequently Asked Questions
Can I connect Clio, Eledo, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Clio and Eledo?
Frequently Asked Questions
How does Clio trigger document creation in Eledo?
Frequently Asked Questions
Can Eledo trigger actions in Clio?
Frequently Asked Questions
Do I need coding skills to set up this integration?
Frequently Asked Questions
Is the Clio and Eledo integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Clio or Eledo With 1500+ Other Apps

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