Clio + Hive Integration

Integrate Clio to Hive in one click, or tell Integrately AI how you want each matter handled. Create actions, assign tasks, update projects, and notify your team 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
  • Hive
    Action is created in Hive
  • Hive
    Action is updated in Hive
Arrow Right
2.
  • Clio
    Search task by name in Clio
  • Clio
    Assign task template list to matter in Clio
  • Clio
    Upload document in Clio
  • Clio
    Update task in Clio
  • Clio
    Create communication in Clio
  • Clio
    Create task 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
  • Hive
    Create action in workspace in Hive
  • Hive
    Create action in project in Hive
  • Hive
    Send message in Hive
  • Hive
    Create project in Hive
  • Hive
    Add comment to action in Hive

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Ready Workflows Ready Workflows for Clio + Hive Integration

Create Hive actions from new Clio matters, assign projects, update team spaces, and track progress, all in just one click.

Most popular automationsmost-popular-automations
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Got a different task in mind? Describe it

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

Connect more apps to your Clio + Hive flow

Keep accounting books updated, notify your team on messaging apps, and schedule calendar follow-ups after your legal workflows run. Pick a combination and activate it in one click.

Clio
Hive
+
QuickBooks OnlineQuickBooks Online (4)
+
ClioClio (3)
+
SlackSlack (4)
+
Google CalendarGoogle Calendar (3)
+
DocuSignDocuSign (3)
+
ZoomZoom (3)
C
H
Q
Create a Hive action for every new Clio matter, and create an invoice in QuickBooks Online
New Clio matters instantly generate a Hive action and a QuickBooks Online invoice, eliminating manual data entry across your practice.
C
H
Q
When a new bill is created in Clio, create a Hive action and add a customer in QuickBooks Online
Clio billing updates automatically sync to Hive and QuickBooks Online so your team and accounts stay aligned.
C
H
Q
When a Clio bill state is updated, create a Hive action and update the invoice in QuickBooks Online
Bill state changes in Clio trigger Hive actions and update QuickBooks Online invoices instantly.
C
H
Q
Use Claude to evaluate Clio bill updates, create a Hive action, and update QuickBooks Online
Claude analyses Clio bill updates to determine next steps, creating tailored Hive actions and updating QuickBooks Online records.

Supported triggers and actions for Clio and Hive

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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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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Update task in Clio
Modifies an existing task
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Create communication in Clio
Generates a new communication
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Create task in Clio
Generates a new task
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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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Hive
Hive Triggers & Actions
Action is created in Hive
Triggers the automation when a new action is created
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Action is updated in Hive
Triggers the automation when action is updated
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Create action in workspace in Hive
Creates a new action within the workspace
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Create action in project in Hive
Creates a new action for a particular project
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Send message in Hive
Sends a new message
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Create project in Hive
Creates a new project
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Add comment to action in Hive
Adds a comment to a action in the workflow
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What can you automate with Clio + Hive?

Streamline your legal operations by connecting client matters, tasks, and project updates into a single collaborative workspace.

What you can automate?
⚖️
Sync every new Clio matter to Hive
Automatically create a Hive action the moment a new matter is opened in Clio. Eliminate manual copying and ensure your team workspace stays updated.
📋
Capture all submitted task details
Transfer comprehensive task descriptions, assignees, and deadlines from Clio into Hive actions instead of just basic titles. Your team gets full context instantly.
🔔
Alert your team instantly on new events
Trigger instant notifications in your collaboration spaces or messaging apps whenever a critical Clio calendar entry or communication is logged.
🔀
Route actions based on matter status
Automatically send urgent matters to high-priority Hive project boards while standard matters go to routine queues based on criteria you define.
🔄
Keep project records continuously updated
Reflect changes in Clio task statuses and bill updates directly inside Hive actions so project boards always display current progress.
🔍
Search and update existing records
Look up existing contacts and matters in Clio before creating new Hive items to prevent duplicate entries and keep your database clean.
📅
Manage later status changes and deadlines
Automatically update project timelines in Hive when Clio bill states are updated or calendar entries are rescheduled.
💬
Extend your legal workflow to Slack
Combine Clio and Hive with Slack to notify team channels automatically whenever new legal documents or client matters are processed.
And much more...

Who is Clio + Hive integration for?

Legal professionals and project managers tracking client matters, deadlines, and team tasks benefit from automated workflows that keep everything synchronized across platforms.

Practice managers
Practice managers
Case managers
Case managers
Client account leads
Client account leads
Billing coordinators
Billing coordinators
Associate attorneys
Associate attorneys
Compliance officers
Compliance officers
📈
Practice managers
You're reviewing active matter updates in Clio but your management board only shows progress when someone manually logs it, so the team metrics you're reporting against are always a few hours behind — with this integration, every new matter and task flows into Hive instantly and your tracking stays current.
Case managers
You need to act fast when new client documents or tasks arrive in Clio, but manual handoffs mean you find out hours later when deadlines are already pressing — connecting these apps means every new task or document creates an action in Hive immediately so you can start work without delay.
🤝
Client account leads
You answer to clients who expect real-time updates on their legal matters, but piecing together status reports from Clio takes hours of manual digging — automating both apps means your Hive workspace always reflects current progress so you can update clients with confidence.
📊
Billing coordinators
The volume of new matters and bill updates in Clio is too high for anyone to keep up by hand, leading to missed billing entries and untracked hours — automating both apps means every bill state change and new matter generates actions in Hive instantly.
👥
Associate attorneys
You own the next step in a legal case and depend on partners to hand over tasks from Clio, but communication gaps leave you waiting blindly for work — integrating these apps means every new task created in Clio opens a Hive action automatically for seamless handoffs.
📁
Compliance officers
You need a reliable audit history of every client matter and communication, but manual logging leaves frustrating gaps in your compliance records — automating both apps means every contact, matter, and note is tracked consistently across your systems.
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 + Hive

Build and manage your Clio + Hive 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 + Hive 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
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3
Automation is ready
Setup an action from Trello
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in $19.99

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Frequently Asked Questions

How do I connect Clio to Hive?
Frequently Asked Questions
You can connect Clio to Hive in 1 click using ready-made templates on Integrately or ask Integrately AI to build your automation. It takes seconds to link your accounts and start syncing your legal matters.
Can I automatically create a Hive action when a new Clio matter is created?
Frequently Asked Questions
Can I connect Clio, Hive, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Clio and Hive?
Frequently Asked Questions
How are task updates handled between Clio and Hive?
Frequently Asked Questions
Can I sync billing and bill state updates from Clio to Hive?
Frequently Asked Questions
Do I need coding skills to automate Clio and Hive?
Frequently Asked Questions
Is the Clio and Hive 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?

You Can Also Connect Clio or Hive With 1500+ Other Apps

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