Exact Online + Clio Integration

Q: Can I automatically sync client contacts from Clio to Exact Online?

Yes, you can automatically sync client contacts from Clio to Exact Online the moment they are created. This eliminates manual data entry and keeps your client databases updated across platforms.

Q: Can I connect Clio, Exact Online, and Slack?

Yes, you can connect Clio, Exact Online, and Slack in a multi-step automation. When a contact is created in Clio, Exact Online updates the account and Slack sends an instant alert to your team, alongside 1,500+ other apps.

Q: What is a good Zapier alternative for Clio and Exact Online?

Most alternatives charge high fees for multi-step flows, but Integrately offers the Clio and Exact Online integration with 20 million+ templates, AI workflow creation, and 24/5 live support at a lower cost.

Q: How do matter updates in Clio affect Exact Online?

When a matter is created or updated in Clio, you can automatically create projects or update account records in Exact Online. Use ready automation templates to configure your exact workflow.

Q: Can bill state updates in Clio trigger changes in Exact Online?

Yes, when a bill state is updated in Clio, you can trigger corresponding account updates in Exact Online. This ensures your financial records stay perfectly synchronized with your legal billing.

Q: Do I need coding skills to automate Clio and Exact Online?

No coding skills are required to connect Clio and Exact Online. You can choose from ready-made templates or use Integrately AI to build your workflow in plain English.

Q: Is the Clio and Exact Online integration free?

Yes, the Clio and Exact Online integration is available on Integrately with a free forever plan included. You can start automating basic workflows instantly without a credit card.

Integrate Clio to Exact Online in one click, or tell Integrately AI how you want each contact handled. Sync your client details, create accounts, update contacts, and log information automatically.

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Free forever.

Use premium features free for 14 days.

Contact is created or updated in Exact Online Instant
Account is created or updated in Exact Online Instant
Item is created or updated in Exact Online 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

Search account by name in Exact Online
Create contact in Exact Online
Create account in Exact Online
Create address in Exact Online
Create bank account in Exact Online
Create cost centre in Exact Online
Create cost unit in Exact Online
Create project in Exact Online
Create item in Exact Online
Search address by contact name in Exact Online
Search bank account by account name in Exact Online
Search contact by first name in Exact Online
Search cost centre by code in Exact Online
Search cost unit by code in Exact Online
Search item by code in Exact Online
Create document in Exact Online
Delete account in Exact Online
Delete contact in Exact Online
Update account in Exact Online
Update contact in Exact Online
Update address in Exact Online
Update cost center in Exact Online
Update cost unit in Exact Online
Search document by accountName in Exact Online
Update task in Clio
Upload document in Clio
Assign task template list to matter in Clio
Search task by name in Clio
Create communication in Clio
Create 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

Trusted by experts at...

Ready Workflows for Clio + Exact Online Integration

Create contacts, generate accounts, sync client records, and update details, all in just one click.

Create Clio contact for new Exact Online contact

If you are using Exact Online, then you may want to also use Clio to manage your customer relationships. With the help of this automation, whenever you create a contact in Exact Online, a corresponding contact will be created in Clio.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?

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1of1

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Clio + Exact Online flow

Sync your legal data to finance, notify your team about new matters, and generate client documents instantly. Pick a combination and activate it in one click.

PandaDoc (6)

Slack (6)

Xero (4)

Gmail (4)

Google Drive (4)

Calendly (4)

Create a PandaDoc document when a contact is created in Clio, and add it to Exact Online

Every new Clio contact generates a PandaDoc document and creates a contact in Exact Online instantly without manual entry.

Generate a PandaDoc proposal when a matter is created in Clio, and create an Exact Online project

New matters in Clio automatically trigger proposal creation in PandaDoc and project setup in Exact Online.

Update Exact Online accounts when a bill state is updated in Clio, and log the document in PandaDoc

Bill state updates in Clio automatically update Exact Online accounts and archive records in PandaDoc.

Create a PandaDoc document when a task is created in Clio, and search contacts in Exact Online

New tasks in Clio create corresponding PandaDoc documents and verify Exact Online contacts automatically.

Use Claude to review Clio matter notes, create a PandaDoc agreement, and update Exact Online

Claude analyses Clio matter notes to draft custom PandaDoc agreements and update Exact Online accounts.

When a matter is created in Clio, generate a PandaDoc agreement, update Exact Online, and alert Slack

New matters trigger PandaDoc agreements, Exact Online account updates, and Slack team notifications.

Add every new Clio contact to Exact Online, and notify your legal team instantly on Slack

New Clio contacts sync to Exact Online immediately while Slack notifies your team, preventing missed communications.

Post an alert in Slack when a matter is created in Clio, and create an Exact Online project

Matter creation in Clio triggers Exact Online project setup and an instant notification in Slack.

When a bill state is updated in Clio, update Exact Online accounts and post the update in Slack

Billing updates in Clio refresh Exact Online accounts and alert your finance channel in Slack.

Create a task in Clio when a contact is created in Exact Online, and alert your team in Slack

Exact Online contact updates generate Clio follow-up tasks and notify your team in Slack.

If a Clio matter note contains urgent flags, update Exact Online and alert management in Slack

Urgent Clio notes trigger Exact Online record updates and priority Slack alerts for management.

Use ChatGPT to summarise Clio communication notes, update Exact Online, and notify Slack

ChatGPT processes Clio communication logs, updates Exact Online records, and posts summaries to Slack.

Create an Exact Online contact when a new contact is created in Clio, and update records in Xero

Clio contacts synchronise with Exact Online and update financial records in Xero automatically.

When a matter is created in Clio, create an Exact Online project and update Xero tracking

New matters in Clio establish Exact Online projects and synchronize financial tracking in Xero.

When a bill state is updated in Clio, update Exact Online accounts and sync invoices in Xero

Clio billing updates refresh Exact Online accounts and reconcile invoice statuses in Xero.

Use Gemini to categorise Clio expenses, create Exact Online cost centres, and update Xero

Gemini categorises Clio expense entries, creates Exact Online cost centres, and records them in Xero.

Create an Exact Online contact when a contact is created in Clio, and send a welcome email in Gmail

New Clio contacts are added to Exact Online and greeted with an automated welcome email via Gmail.

Send a notification email in Gmail when a matter is created in Clio, and update Exact Online

Matter creation in Clio triggers Exact Online account updates and notification emails via Gmail.

When a bill state is updated in Clio, update Exact Online and email client statements via Gmail

Clio billing updates refresh Exact Online accounts and dispatch client statement emails via Gmail.

Use OpenAI to draft client emails from Clio communications, update Exact Online, and send via Gmail

OpenAI drafts follow-up emails from Clio communications, Exact Online updates records, and Gmail sends them.

Upload a document to Google Drive when a document is created in Clio, and update Exact Online

Clio document creation triggers backups in Google Drive and updates records in Exact Online.

Create a Google Drive folder when a matter is created in Clio, and create an Exact Online project

New matters in Clio automatically generate Google Drive folders and Exact Online projects.

When a contact is created in Clio, create an Exact Online record and backup client files in Google Drive

New Clio contacts populate Exact Online and trigger secure client folder creation in Google Drive.

Use Perplexity to research Clio matter subjects, save briefs in Google Drive, and update Exact Online

Perplexity researches Clio matter subjects, saves briefs in Google Drive, and updates Exact Online.

Create a calendar entry in Clio when a contact is created in Exact Online, and log activity

Exact Online contact updates generate Clio calendar entries and activity logs automatically.

Create a Clio task when an account is updated in Exact Online, and schedule a calendar entry

Exact Online account updates trigger Clio tasks and schedule consultation calendar entries.

When a calendar entry is created in Clio, update Exact Online accounts and record time entries

Clio calendar entries update Exact Online account statuses and log billable time entries.

Use Claude to prepare meeting summaries from Clio calendar entries, update Exact Online, and log notes

Claude generates meeting summaries from Clio calendar entries, updates Exact Online, and logs matter notes.

Supported triggers and actions for Exact Online and Clio

Mix and match to build the exact automation you need

Exact Online Triggers & Actions

Instant

Contact is created or updated in Exact Online

Triggers the automation when a contact is created or updated

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Instant

Account is created or updated in Exact Online

Triggers the automation when an account is created or updated

Try it →

Instant

Item is created or updated in Exact Online

Triggers the automation when an item is created or updated

Try it →

Clio Triggers & Actions

Instant

Contact is created in Clio

Triggers the automation when a new contact is created

Try it →

Instant

Task is created in Clio

Triggers the automation when a new task is created

Try it →

Instant

Matter is created in Clio

Triggers the automation when a new matter is created

Try it →

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 →

Instant

Activity is created in Clio

Triggers the automation when a new activity is created

Try it →

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

Try it →

What can you automate with Clio + Exact Online?

Streamline your legal practice and accounting operations by connecting client matters, contacts, and billing data effortlessly.

Get Started For Free

🔄

Sync client contacts and accounts automatically

Create Exact Online contacts and accounts instantly whenever a new contact is created in Clio. Eliminate manual double-entry and keep your client databases perfectly aligned.

📋

Capture every submitted matter detail

Map all custom fields from Clio matters directly into Exact Online projects and cost centres. Ensure comprehensive data transfer for every client file.

🔔

Notify your team as soon as bills update

Alert your finance and legal teams instantly in Slack or via email whenever a bill state or matter status changes in Clio.

🔀

Route records based on custom fields

Apply conditional rules to send specific contacts or matters to designated accounts in Exact Online based on submitted field values.

📊

Keep financial records up to date

Automatically update Exact Online cost centres and account details whenever matter statuses or contact profiles are modified in Clio.

🔍

Match existing records to prevent duplicates

Search existing contacts and accounts in Exact Online before creating new entries, ensuring your ledger remains clean and organized.

💳

Handle later billing and payment status changes

Sync billing updates, invoice milestones, and expense entries automatically from Clio to Exact Online as matters progress.

🔌

Extend workflows to popular productivity tools

Connect Clio and Exact Online to Slack, PandaDoc, or Google Drive to automate document generation and team alerts across your entire tech stack.

And much more...

Who is Clio + Exact Online integration for?

Law firms, legal professionals, and practice managers depend on accurate client and billing records, making automated workflows essential for operational efficiency.

Firm accountants

Law firm partners

Client relations managers

Practice administrators

Legal billing specialists

Compliance officers

📈

Firm accountants

You're tracking billable hours and invoices in Clio, but your financial software only updates when someone manually exports records, so your revenue numbers are always lagging — this integration means every new bill lands in Exact Online instantly and your financial data stays current.

⚖️

Law firm partners

You need to review matter progress and client accounts fast, and you find out about billing discrepancies too late — automating both apps means every new matter instantly updates your accounts so you can make informed decisions.

👥

Client relations managers

You answer to clients who want to see their financial status, but tracking updates across platforms causes delays — connecting these apps means every updated contact instantly syncs, ensuring your clients always receive accurate information.

🗂️

Practice administrators

The volume of new client matters is too high for anyone to keep up by hand, leading to missing entries — with this integration, every new contact and matter creates corresponding accounts automatically, keeping your database complete.

💼

Legal billing specialists

You own the financial handoff and depend on attorneys to update matter details upstream, but records often slip through — integrating these apps means bill states and contacts sync seamlessly, letting you process invoices without chasing team members.

🗃️

Compliance officers

You need a reliable history of all client matters and billing details, but you keep finding gaps between your management system and ledger — this integration means every record matches perfectly across platforms, securing a reliable audit trail.

Try This Integration – No Code Needed

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Exact Online + Clio

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

1,500+ apps connected

Connect Exact Online + Clio 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.

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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.

Frequently Asked Questions

How do I connect Clio to Exact Online?

You can connect Clio to Exact Online in 1 click using ready-made templates on Integrately. Select your trigger and action, authenticate your accounts, and let Integrately AI handle the setup.

Can I automatically sync client contacts from Clio to Exact Online?

Can I connect Clio, Exact Online, and Slack?

What is a good Zapier alternative for Clio and Exact Online?

How do matter updates in Clio affect Exact Online?

Can bill state updates in Clio trigger changes in Exact Online?

Do I need coding skills to automate Clio and Exact Online?

Is the Clio and Exact Online integration free?

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 Exact Online With 1500+ Other Apps

Popular Clio Integrations

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Popular Exact Online Integrations

Sync Exact Online with CRM, payment, and reporting tools to keep your business financial data working across your stack.

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Exact Online + Clio Integration

Integrate Clio to Exact Online in one click, or tell Integrately AI how you want each contact handled. Sync your client details, create accounts, update contacts, and log information automatically.

Trusted by experts at...

Ready Workflows for Clio + Exact Online Integration

Create contacts, generate accounts, sync client records, and update details, all in just one click.

Create Clio contact for new Exact Online contact

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Clio + Exact Online flow

Sync your legal data to finance, notify your team about new matters, and generate client documents instantly. Pick a combination and activate it in one click.

Supported triggers and actions for Exact Online and Clio

Mix and match to build the exact automation you need

What can you automate with Clio + Exact Online?

Streamline your legal practice and accounting operations by connecting client matters, contacts, and billing data effortlessly.

Who is Clio + Exact Online integration for?

Law firms, legal professionals, and practice managers depend on accurate client and billing records, making automated workflows essential for operational efficiency.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Exact Online + Clio

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

How Integrately Works?

Trusted by 42,000+ Customers

Related Posts

How to connect Clio with third-party apps : 19 must-have integrations

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Clio or Exact Online With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Exact Online + Clio Integration

Integrate Clio to Exact Online in one click, or tell Integrately AI how you want each contact handled. Sync your client details, create accounts, update contacts, and log information automatically.

Trusted by experts at...

Ready Workflows for Clio + Exact Online Integration

Create contacts, generate accounts, sync client records, and update details, all in just one click.

Create Clio contact for new Exact Online contact

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Clio + Exact Online flow

Sync your legal data to finance, notify your team about new matters, and generate client documents instantly. Pick a combination and activate it in one click.

Supported triggers and actions for Exact Online and Clio

Mix and match to build the exact automation you need

What can you automate with Clio + Exact Online?

Streamline your legal practice and accounting operations by connecting client matters, contacts, and billing data effortlessly.

Who is Clio + Exact Online integration for?

Law firms, legal professionals, and practice managers depend on accurate client and billing records, making automated workflows essential for operational efficiency.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Exact Online + Clio

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

How Integrately Works?

Trusted by 42,000+ Customers

Related Posts

How to connect Clio with third-party apps : 19 must-have integrations

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Clio or Exact Online With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click