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.
ERP Next + Clio Integration
Integrate Clio to ERP Next in one click, or tell Integrately AI how you want each contact handled. Create ERP Next customers, generate leads, add tasks, and sync your legal practice data automatically.
Free forever.Use premium features free for 14 days.1.
Document is cancelled in ERP Next Instant- Document is changed in ERP Next Instant
- Document is inserted in ERP Next Instant
- Document is submitted in ERP Next Instant
- Document is trashed in ERP Next Instant
- Document is updated in ERP Next Instant
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.
- Create lead in ERP Next
- Search lead in ERP Next
- Update lead in ERP Next
- Add Issue in ERP Next
- Create customer in ERP Next
- Create communication in Clio
- Create task in Clio
- Update task in Clio
- Upload document in Clio
- Assign task template list to matter in Clio
- Search task by name 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
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Ready Workflows for ERP Next + Clio Integration
Capture new contacts, create customers, update records, and sync your legal and financial workflows, 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 + ERP Next flow
Connect team messaging, document storage, and accounting tools to extend your legal practice automation. Pick a combination and activate it in one click.
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Google Drive (4)
Google Drive (4) +
Gmail (4)
Gmail (4) +
Slack (4)
Slack (4) +
HubSpot (4)
HubSpot (4) +
QuickBooks Online (4)
QuickBooks Online (4) +
Calendly (4)
Calendly (4) C
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Upload every new Clio document to Google Drive, and create a related document record in ERP Next
Every Clio document lands in Google Drive instantly while ERP Next logs the file record, eliminating manual uploads and file tracking gaps.
C
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When a Clio matter is created, save the folder structure in Google Drive and update the customer in ERP Next
Matter creation triggers automated folder generation in Google Drive and updates your ERP Next customer records without manual effort.
C
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When a Clio bill is created, store the PDF in Google Drive and log the invoice details in ERP Next
New Clio bills are automatically archived in Google Drive and registered in ERP Next for financial tracking.
C
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Use Gemini to summarise every new Clio document, save the summary in Google Drive, and create a lead in ERP Next
Gemini analyses new Clio documents, saves the summary in Google Drive, and registers a lead in ERP Next.
Supported triggers and actions for ERP Next and Clio
Mix and match to build the exact automation you need
ERP Next Triggers & Actions
Instant
Document is cancelled in ERP Next
Triggers the automation when a document is cancelled
Try it → Instant
Document is inserted in ERP Next
Triggers the automation when a document is inserted
Try it → Instant
Document is submitted in ERP Next
Triggers the automation when a document is submitted
Try it → 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 → What can you automate with Clio + ERP Next?
Streamline your legal practice and enterprise operations with automated data flow between Clio and ERP Next.
🔄
Sync new Clio contacts into ERP Next customers automatically
Whenever a contact is created in Clio, ERP Next instantly generates a matching customer profile. Eliminate duplicate entry and keep client directories unified across platforms.
📋
Capture every submitted matter detail without manual copying
Map custom matter fields, notes, and task lists from Clio directly into your ERP Next documents. Your enterprise database retains complete context for every legal case.
🔔
Alert your team the moment a legal bill or task updates
Notify staff instantly in Slack or via email when bill states change or new communications are logged in Clio. Keep your entire team informed of critical casework milestones.
🔀
Route records differently based on submitted contact fields
Apply conditional rules to sort incoming Clio contacts into specific ERP Next customer tiers or company accounts depending on their practice area or industry.
⏱️
Keep enterprise records updated as legal statuses change
When matter statuses or bill states are updated in Clio, automatically modify the corresponding lead or customer document in ERP Next to reflect current progress.
🔍
Search and update existing records to prevent duplicates
Automatically check if a customer or lead already exists in ERP Next before creating a new entry from Clio data, keeping your databases clean and organized.
💳
Manage billing states and payment updates seamlessly
When new bills are created or bill states update in Clio, sync the financial status directly into your ERP Next invoicing and document workflows.
📂
Extend your workflow with powerful third-party app connections
Connect Google Drive, Gmail, or Slack to your core Clio and ERP Next automation to trigger document storage, client emails, and team alerts in one fluid pipeline.
And much more...
Who is Clio + ERP Next integration for?
Connect Clio to ERP Next to eliminate manual data entry, streamline client onboarding, and keep legal and enterprise systems perfectly synchronized.
Practice accountants
Practice managers
Client intake coordinators
Legal operations leads
Managing partners
Compliance officers
📈
Practice accountants
You're reconciling billing records between your legal software and ERP by hand, but manual exports leave financial reports outdated — this integration means every new bill and payment syncs instantly and your revenue data stays current.
⚡
Practice managers
You need to act fast when new clients onboard, but finding out about new matters days later slows down your team — with this integration, every Clio matter triggers immediate customer setup in ERP Next so operations start without delay.
🤝
Client intake coordinators
You answer to partners who want to see intake progress immediately, but transferring contact details manually creates bottlenecks — automating both apps means every new contact flows into your ERP right away.
📊
Legal operations leads
The volume of new matters and documents is too high for anyone to keep up by hand, leading to missed follow-ups — integrating these apps means every document and task syncs automatically across your entire stack.
⚖️
Managing partners
You depend on staff to hand over client data from case management to enterprise systems, but manual handoffs cause costly errors — connecting these apps means client records transition seamlessly without human intervention.
🗂️
Compliance officers
You need a reliable audit history and keep finding gaps between legal logs and enterprise records — with this integration, every communication and document change updates your systems reliably.
Did you know?
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Why choose Integrately to automate ERP Next + Clio
Build and manage your ERP Next + Clio automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect ERP Next + Clio with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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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.
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Frequently Asked Questions
How do I connect Clio to ERP Next?
You can connect Clio to ERP Next in 1 click using ready workflows or by asking Integrately AI to build your automation. It integrates smoothly with tools like Google Drive, Gmail, Slack, and QuickBooks Online.
Can I automatically create ERP Next customers from new Clio contacts?
Can I connect Clio, ERP Next, and Slack?
What is a good Zapier alternative for Clio and ERP Next?
How does Clio handle contact and matter syncing here?
Can ERP Next trigger actions in Clio automatically?
Do I need coding skills to automate Clio and ERP Next?
Is the Clio and ERP Next integration free?
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