Jira Service Desk + Clio Integration

Integrate Clio to Jira Service Desk in one click, or tell Integrately AI how you want each matter handled. Create support tickets, update client records, notify your team, and track follow-ups automatically.

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1.
  • Jira Service Desk
    Request is created in Jira Service Desk
  • Jira Service Desk
    Request is updated in Jira Service Desk
  • 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
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2.
  • Jira Service Desk
    Search request in Jira Service Desk
  • Jira Service Desk
    Comment on request in Jira Service Desk
  • Jira Service Desk
    Create request in Jira Service Desk
  • Jira Service Desk
    Get attachment by ID in Jira Service Desk
  • 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

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Ready Workflows Ready Workflows for Clio + Jira Service Desk Integration

Capture client requests, manage legal matters, sync updates across platforms, alert your support team, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
Jira Service Desk + Clio Integration

Create Clio contact from new Jira Service Desk ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in Clio. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - Clio integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Clio.

This makes it easy to keep track of your support tickets and contacts in one place.
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Activate
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Got a different task in mind? Describe it

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Connect more apps to your Clio + Jira Service Desk flow

Sync client data with your cloud storage, notify your team channels, log financial records, and organize follow-up tasks instantly. Pick a combination and activate it in one click.

Jira Service Desk
Clio
+
Google DriveGoogle Drive (3)
+
SlackSlack (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
GmailGmail (3)
+
Google CalendarGoogle Calendar (3)
+
AsanaAsana (3)
C
G
J
Create a Google Drive folder for every new Clio matter, and open a corresponding Jira Service Desk request
New Clio matters instantly get a dedicated Google Drive folder and a Jira Service Desk request without manual setup.
J
G
C
Upload attached documents from Jira Service Desk requests directly into the matching Clio matter folder in Google Drive
Client documents submitted via Jira Service Desk automatically land in your Clio matter folder in Google Drive.
J
G
C
When a Jira Service Desk request is updated, save the latest correspondence document in Google Drive and update the Clio matter
Keep support updates and matter documents synchronized between Google Drive and Clio automatically.

Supported triggers and actions for Jira Service Desk and Clio

Mix and match to build the exact automation you need

Jira Service Desk
Jira Service Desk Triggers & Actions
Request is created in Jira Service Desk
Triggers the automation when a new request is created
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Request is updated in Jira Service Desk
Triggers the automation when a request is updated
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Search request in Jira Service Desk
Searches for a request
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Comment on request in Jira Service Desk
Adds a comment to a request
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Create request in Jira Service Desk
Generates a new request
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Get attachment by ID in Jira Service Desk
Retrieves an attachment by its unique id
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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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What can you automate with Clio + Jira Service Desk?

Streamline legal practice management and customer service workflows with powerful, automated actions across both platforms.

What you can automate?
⚖️
Sync new matters to support requests instantly
Create a Jira Service Desk request automatically whenever a new Clio matter is created, ensuring your support team starts working right away.
📋
Capture every submitted field and detail
Map all available Clio matter fields and client contact details directly into your Jira Service Desk requests instead of copying information by hand.
🔔
Tell the right team member immediately
Trigger instant notifications in Slack or email when new matters or support requests are created, keeping everyone informed of client updates.
🔀
Route requests based on submitted criteria
Perform different actions depending on the priority or practice area submitted in Clio, ensuring urgent matters receive immediate attention.
🔄
Keep destinations updated as status changes
Automatically update existing Jira Service Desk requests whenever a corresponding Clio task status or matter state is modified.
🔍
Search and update instead of creating duplicates
Check for existing contacts or requests before creating new entries, keeping your database clean and organized across both systems.
💳
Manage later milestone changes and billing
Handle bill updates, invoice settlements, and task closures effortlessly by triggering downstream updates when statuses change.
🚀
Extend flows to popular supporting apps
Connect your core Clio and Jira Service Desk workflow to Slack, Google Drive, Asana, or QuickBooks Online to build complete operational pipelines.
And much more...

Who is Clio + Jira Service Desk integration for?

Law firms, legal operations teams, and client support staff streamline client onboarding, matter tracking, and issue resolution by connecting case management with service requests.

Legal practice managers
Legal practice managers
Support agents
Support agents
Client relations leads
Client relations leads
High-volume legal operations
High-volume legal operations
Legal assistants and paralegals
Legal assistants and paralegals
Compliance officers
Compliance officers
📈
Legal practice managers
You're reviewing matter reports across multiple systems but your tracking dashboard only updates when someone manually exports client data, so the metrics you're reporting on are always a few hours behind — with this integration, every new matter lands in your tracking tools instantly and your data stays current.
⚡
Support agents
You need to act fast on client requests, but you find out about new issues too late because legal case notes live in a separate system — this integration means every client request triggers an instant alert and support tickets open automatically.
🤝
Client relations leads
You answer to clients who want to see daily progress on their matters, but compiling status reports requires digging through disconnected apps — connecting these apps means your progress updates synchronize automatically and clients see accurate status notes right away.
📊
High-volume legal operations
The volume of inbound client inquiries and new matters is too high for anyone to keep up by hand, leading to missed follow-ups — automating both apps means every inquiry generates a tracked request without manual data entry.
👥
Legal assistants and paralegals
You own the next step in client onboarding and depend on attorneys to hand over matter details before you can start — this integration means task handoffs happen instantly the moment a matter is created in Clio.
🗂️
Compliance officers
You need a reliable history of all client communications and billing events, but you keep finding gaps in audit trails due to manual record-keeping — automating both apps means every matter update is logged securely and consistently.
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Why choose Integrately to automate Jira Service Desk + Clio

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

1,500+ apps connected
1,500+ apps connected
Connect Jira Service Desk + Clio 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
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Clio to Jira Service Desk?
Frequently Asked Questions
You can connect Clio to Jira Service Desk in 1 click using ready-made templates on Integrately, or use Integrately AI to build custom workflows across your legal and support stack including Slack, Gmail, and Google Drive.
Can I automatically create a Jira Service Desk request when a new Clio matter is created?
Frequently Asked Questions
Can I connect Clio, Jira Service Desk, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Clio and Jira Service Desk?
Frequently Asked Questions
How does the Clio integration handle matter updates and tasks?
Frequently Asked Questions
How does Jira Service Desk handle incoming requests from Clio?
Frequently Asked Questions
Do I need coding skills to automate Clio and Jira Service Desk?
Frequently Asked Questions
Is the Clio and Jira Service Desk integration free?
Frequently Asked Questions
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