Clio + GAMMA Integration

Integrate Clio to GAMMA in one click, or tell Integrately AI how you want each matter handled. Generate visual decks, draft client presentations, update your files, and streamline case communication 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
    Assign task template list to matter in Clio
  • Clio
    Upload document 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
  •  GAMMA
    Generate Gamma in GAMMA
  •  GAMMA
    Get Generation in GAMMA

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Ready WorkflowsReady Workflows   for Clio + GAMMA Integration

Capture new matters, generate presentations, update client folders, share briefs, and track billable 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 + GAMMA flow

Sync your legal documents and client presentations with calendar events, team notifications, emails, and financial records. Pick a combination and activate it in one click.

Clio
 GAMMA
+
Google CalendarGoogle Calendar (8)
+
SlackSlack (8)
+
ClioClio (8)
+
GmailGmail (8)
+
DocuSignDocuSign (8)
+
QuickBooks OnlineQuickBooks Online (8)
C
G
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Create a Google Calendar entry for every new Clio matter, and generate a Gamma presentation.
New Clio matters instantly schedule a Google Calendar meeting and generate a Gamma presentation, keeping your timeline and visual deck aligned.
C
G
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Send a Google Calendar reminder when a new Clio task is created and generate a Gamma summary.
Clio tasks automatically create Google Calendar reminders and trigger Gamma summary decks for your team.
C
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When a Clio matter status is updated, update the Google Calendar event and generate a Gamma update.
Matter status changes in Clio update your Google Calendar schedule and generate a Gamma progress deck instantly.
C
G
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Create a Google Calendar meeting for every Clio calendar entry created, and generate a Gamma overview.
New Clio calendar entries automatically sync with Google Calendar and generate a Gamma overview presentation.
C
G
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If a Clio matter priority is high, schedule a Google Calendar review and generate a Gamma priority deck.
High-priority Clio matters schedule a Google Calendar review session and generate a Gamma priority deck automatically.
C
G
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When a Clio bill state is updated, reschedule the Google Calendar follow-up and generate a Gamma financial summary.
Bill state updates in Clio trigger a Google Calendar follow-up and generate a Gamma financial summary presentation.
C
C
G
G
Use Claude to summarize Clio matter notes, schedule a Google Calendar discussion, and generate a Gamma briefing deck.
Claude summarizes Clio matter notes, schedules a Google Calendar discussion, and generates a Gamma briefing deck.
C
G
G
S
Create a Clio calendar entry, generate a Gamma presentation, schedule a Google Calendar meeting, and notify the team in Slack.
Clio calendar entries generate Gamma presentations, update Google Calendar, and notify your team in Slack.

Supported triggers and actions for Clio and GAMMA

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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Assign task template list to matter in Clio
Generates a new communication
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Upload document in Clio
Adds a document
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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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 GAMMA
GAMMA Triggers & Actions
No trigger is available
Generate Gamma in GAMMA
Creates a new generation
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Get Generation in GAMMA
Retrieves generation information
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What can you automate with Clio + GAMMA?

Streamline your practice management and visual storytelling by connecting Clio events directly to automated Gamma presentations.

What you can automate?
📊
Generate presentations from new Clio matters
Automatically trigger Gamma to create professional presentations the moment a new matter is created in Clio. Eliminate manual deck building and start client reviews prepared.
📑
Capture every submitted Clio document detail
Map all available Clio document and note fields into your Gamma presentations instead of just basic titles. Your visual briefs become much more thorough and useful for review.
🔔
Tell the right person as soon as it happens
Send instant notifications to your legal team via Slack or email whenever key matter events occur in Clio, alongside your newly generated Gamma presentations.
🔀
Route presentations based on matter type
Create different Gamma presentations depending on whether a Clio matter is corporate, litigation, or advisory. Tailor your visual storytelling to the exact case category.
🔄
Keep presentation decks up to date
Automatically update your Gamma presentations whenever a Clio matter status changes or task details are modified, ensuring your visual records reflect current case progress.
Add or update records without duplicates
Search existing Clio contacts and matters before creating new records or presentations, keeping your practice database clean and organized.
💰
Handle later billing and payment status updates
Trigger financial presentations in Gamma the moment a Clio bill state is updated or paid, keeping leadership informed of revenue milestones.
🔌
Extend your workflow to Slack or Gmail
Connect your Clio and Gamma core flow with Slack, Gmail, or Google Calendar to notify teams, send client emails, or schedule reviews automatically.
And much more...

Who is Clio + GAMMA integration for?

Legal professionals, managing partners, and practice administrators who need to streamline case management and visual storytelling without manual overhead.

Legal operations managers
Legal operations managers
Managing partners
Managing partners
Client relations managers
Client relations managers
Legal assistants
Legal assistants
Associate attorneys
Associate attorneys
Billing coordinators
Billing coordinators
📈
Legal operations managers
You're tracking matter volumes and firm metrics in Clio, but your reporting decks only update when someone manually exports data, so the presentation numbers you review are always outdated — with this integration, every new matter automatically generates a Gamma presentation and your reports stay current.
Managing partners
You need to act fast on new high-priority cases, but administrative delays in preparing client briefings slow down your response time — with this integration, every new Clio matter triggers an instant Gamma presentation so you can review case details without waiting.
🤝
Client relations managers
You answer to clients who want to see regular progress updates on their legal matters, but compiling status reports by hand takes hours every week — automating both apps means every Clio status change instantly builds a Gamma presentation deck for your client check-ins.
📑
Legal assistants
The volume of new matters and documents in Clio is too high for anyone to keep up by hand, leaving onboarding tasks half-finished at the end of the day — connecting these apps means every document created in Clio instantly triggers structured Gamma presentations and follow-up tasks.
⚖️
Associate attorneys
You own the next step in case preparation and depend on firm administrators to hand over client briefs and matter folders before you can begin work — with this integration, every Clio task creation automatically generates your briefing decks and case notes instantly.
💳
Billing coordinators
You need a reliable history of bill states and payments, but find constant gaps between your Clio records and financial presentation files — automating both apps means every bill update instantly syncs your billing summaries and revenue reports.
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 + GAMMA

Build and manage your Clio + GAMMA 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 + GAMMA 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Clio to GAMMA?
Frequently Asked Questions
You can connect Clio to GAMMA in one click using Integrately. Set up ready workflows or ask Integrately AI to build custom multi-step automations connecting Clio, GAMMA, Slack, and Google Calendar.
Can I automatically generate Gamma presentations from Clio matters?
Frequently Asked Questions
Can I connect Clio, GAMMA, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Clio and GAMMA?
Frequently Asked Questions
How do Clio matters trigger Gamma updates?
Frequently Asked Questions
Can I generate Gamma presentations when a Clio bill state changes?
Frequently Asked Questions
Do I need coding skills to automate Clio and GAMMA?
Frequently Asked Questions
Is the Clio and GAMMA integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
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Want to automate something else in your workflow?

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