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 + Guru Integration
Integrate Clio to Guru in one click, or tell Integrately AI how you want each matter handled. Create matching cards, archive outdated knowledge, update your records, and keep your legal team informed automatically.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
Card is Created in Guru Instant- Card is Updated in Guru Instant
- Card is Archived in Guru Instant
- Card is Unfavorited in Guru Instant
- Card is Viewed in Guru Instant
- Card is Verified in Guru Instant
- Card Comment is Created in Guru Instant
- Card Content is Copied in Guru Instant
- Card is Favorited in Guru Instant
- Collection is Created in Guru Instant
- User Added to Group in Guru Instant
- Group is Created in Guru Instant
- Board is Created in Guru Instant
- Tag is Created in Guru Instant
- Card Link is Copied in Guru Instant
2.
- Create task in Clio
- Create communication in Clio
- Update task in Clio
- Upload document in Clio
- Search task by name in Clio
- Assign task template list to matter 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
- Create Card in Guru
- Search Card in Guru
- Archive Card in Guru
- Create PDF From Guru Card ID in Guru
- Create Group in Guru
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Ready Workflows for Clio + Guru Integration
Capture legal matters, create matching knowledge cards, archive outdated records, alert your team, and sync updates, 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 + Guru flow
Keep your team updated, schedule client meetings, and send documents the moment a legal matter or card is created. Pick a combination and activate it in one click.
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Slack (3)
Slack (3) +
Calendly (2)
Calendly (2) +
Gmail (2)
Gmail (2) +
QuickBooks Online (2)
QuickBooks Online (2) +
DocuSign (2)
DocuSign (2) +
Asana (2)
Asana (2) C
G
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Create a Guru card for every new Clio matter, and notify your legal channel in Slack
New Clio matters instantly generate a Guru knowledge card and alert your legal channel on Slack, removing manual notification steps.
C
G
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When a Clio task is created, create a Guru card and post an update in Slack
Every new Clio task creates a corresponding Guru card and notifies your team on Slack for rapid execution.
C
G
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When a Clio contact is created, create a Guru reference card and notify your team in Slack
New client contacts in Clio generate reference cards in Guru and notify your team instantly on Slack.
Supported triggers and actions for Clio and Guru
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 → Guru Triggers & Actions
Instant
Card is Unfavorited in Guru
Triggers the automation when a card is removed from favorites
Try it → Instant
Card Comment is Created in Guru
Triggers the automation when a new comment is added to a card
Try it → Instant
Collection is Created in Guru
Triggers the automation when a new event or workout session is scheduled
Try it → Instant
Card Link is Copied in Guru
Triggers the automation when the link of a card is copied
Try it → What can you automate with Clio + Guru?
Streamline your legal workflows by connecting Clio practice management events directly to Guru knowledge cards.
📄
Create Guru cards from new Clio matters
Turn every new client matter in Clio into a searchable Guru knowledge card instantly. Eliminate manual data transfer between your practice management software and team documentation.
📝
Capture all matter notes and communications
Sync communication logs and matter notes from Clio into detailed Guru cards. Keep your entire organization informed with up-to-date client interaction histories.
⚡
Notify teams when tasks are created
Alert your staff immediately when a new task or deadline is added in Clio by triggering instant knowledge updates and notifications.
🔀
Route cards based on matter status
Direct your knowledge management updates to specific Guru boards and collections depending on the current status of your Clio matters.
🔄
Keep knowledge cards updated in real time
Reflect changes in Clio tasks, bills, and calendars directly within your Guru cards to ensure your team always accesses accurate information.
🔍
Search and update existing cards
Look up existing Guru cards by title or custom field before making updates, preventing duplicate records across your workspace.
📦
Archive cards when matters close
Automatically archive or update Guru cards when Clio bill states update or matter statuses shift to closed, keeping your repository clean.
🔗
Extend your workflow to Slack
Trigger team communications in Slack alongside your Clio and Guru automations to keep everyone informed on case progress.
And much more...
Who is Clio + Guru integration for?
Legal professionals, practice managers, and support teams who need to synchronize client matters with knowledge bases without manual data entry.
Practice managers
Managing partners
Paralegals
Billing administrators
Case coordinators
Compliance officers
📈
Practice managers
You're tracking client matters in Clio, but your team knowledge base never reflects the latest updates — this integration means every new matter instantly generates a structured card in Guru so your staff stays aligned.
⚖️
Managing partners
You need to act fast on new client briefs, and your team finds out about new legal matters too late — automating both apps means every case file creates an instant knowledge card so everyone reviews priorities immediately.
📋
Paralegals
You answer to senior attorneys who want to see document progress, but files get lost between systems — connecting these apps means every uploaded document updates your knowledge base right away.
💼
Billing administrators
The volume of new matters is too high for anyone to keep up by hand, leading to missing client records — with this integration, every bill update syncs straight to your workspace records.
📂
Case coordinators
You own the next step and depend on lawyers upstream to hand over matter notes, but handoffs break — this integration means every new note automatically populates your knowledge hub for seamless handoffs.
🗂️
Compliance officers
You need a reliable history of all client communications, but keep finding gaps in your internal repository — automating both apps means every communication log is preserved securely as a searchable card.
Did you know?
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate Clio + Guru
Build and manage your Clio + Guru automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Clio + Guru 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 + Guru Now 
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Price Comparison with Popular Alternatives
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Frequently Asked Questions
How do I connect Clio to Guru?
You can connect Clio to Guru in 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows linking Clio, Guru, Slack, Gmail, and 1,500+ other apps.
Can I automatically create Guru cards when new Clio matters are added?
Can I connect Clio, Guru, and Slack?
What is a good Zapier alternative for Clio and Guru?
How does Clio update Guru cards when tasks change?
Can Guru archive cards when Clio matters are closed?
Do I need coding skills to automate Clio and Guru?
Is the Clio and Guru integration free?
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