Clio + Harvest Integration

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Popular Clio + Harvest Workflows

Create Clio company from new Harvest project

If you're using the time tracking app Harvest to manage your project, you'll want to create a company in Clio to keep all your project data in one place.

That way, you can easily see how each of your project is contributing to your overall business goals. This integration will create a company in Clio whenever you create a project in Harvest.

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Create Custom Workflow

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
Expense is added in Harvest
Invoice is paid in Harvest
Timesheet entry is created in Harvest
Task is added in Harvest
Project is added in Harvest
Person is assigned to project in Harvest
Invoice (with line items) is added in Harvest
Invoice is added in Harvest
Client is added in Harvest
Contact is added in Harvest
Person is added in Harvest

Search task by name in Clio
Create task in Clio
Create communication in Clio
Assign task template list to matter in Clio
Upload document in Clio
Update 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
Find task by ID in Harvest
Find project by ID in Harvest
Find client by ID in Harvest
Create time entry with start and end time in Harvest
Create project in Harvest
Create timesheet entry in Harvest
Create task in Harvest
Create client in Harvest
Create and start timer in Harvest
Create contact in Harvest

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You Can Also Connect Clio or Harvest With 1200+ Other Apps

Clio is the leading practice management platform for lawyers. With Clio, you can manage your client matters and other legal tasks more efficiently, so you can do what's most important to you: practice law.

See Clio Integrations

Harvest is online timesheet software for small businesses and freelancers. Easily track your billable hours, generate detailed invoices, and analyze your time data to make more profitable decisions.

See Harvest Integrations