When Contact is created in Clio, create Contact in JustCall
When Contact is created in Clio, create Contact in JustCall
Clio + JustCall Integration
Integrate Clio to JustCall in one click, or tell Integrately AI how you want each contact handled. Add new contacts, update details, send text messages, and trigger follow-ups 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
Contact is created in JustCall- Text is sent or received in JustCall Instant
- Call details are updated in JustCall Instant
- Call is completed in JustCall Instant
- Appointment is created in JustCall Instant
- Voicemail is created in JustCall Instant
2.
Trusted by experts at...
Ready Workflows for Clio + JustCall Integration
Capture contacts, send text messages, update records, manage communications, and schedule follow-ups, all in just one click.
Most popular automations
Create Clio contact for new JustCall contact
CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this JustCall - Clio integration, anytime a new JustCall contact is created, an Clio contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
See moreHowever, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this JustCall - Clio integration, anytime a new JustCall contact is created, an Clio contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
Update Clio contact from new JustCall event
JustCall + Clio Integration
When Appointment is created in JustCall > Check any condition > Create person contact in Clio
JustCall + Clio Integration
When Contact is created in JustCall > Check condition > Create person contact in Clio
JustCall + Clio Integration
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Clio + JustCall flow
Sync your legal practice data with customer support, scheduling, billing, and team collaboration tools. Pick a combination and activate it in one click.
+
Salesforce (3)
Salesforce (3) +
Google Calendar (3)
Google Calendar (3) +
Clio (3)
Clio (3) +
Google Drive (3)
Google Drive (3) +
Asana (3)
Asana (3) +
QuickBooks Online (3)
QuickBooks Online (3) C
J
S
Create a Salesforce contact whenever a new Clio contact is created, and send a welcome text message in JustCall
New Clio contacts instantly appear in Salesforce while JustCall dispatches an introductory text message.
J
C
S
When a JustCall call is completed, create a task in Clio and log the activity record in Salesforce
Completed calls in JustCall trigger follow-up tasks in Clio and update Salesforce records automatically.
C
J
S
When a Clio matter status is updated, send an update text message in JustCall and update the record in Salesforce
Matter status updates in Clio automatically text clients via JustCall and update pipeline stages in Salesforce.
Supported triggers and actions for Clio and JustCall
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 → JustCall Triggers & Actions
Instant
Text is sent or received in JustCall
Triggers the automation when a text is sent or received
Try it → Instant
Call details are updated in JustCall
Triggers the automation when call details are updated
Try it → Instant
Appointment is created in JustCall
Triggers the automation when a new appointment is created
Try it → Instant
Voicemail is created in JustCall
Triggers the automation when a voicemail is created
Try it → What can you automate with Clio + JustCall?
Connect your legal practice management and communication channels to streamline client intake and matter tracking.
📞
Sync Clio contacts with JustCall automatically
Create a JustCall contact the moment a new contact is added in Clio, ensuring your calling platform always has up-to-date client details without manual exporting.
📝
Log every call detail and SMS conversation
Capture completed phone calls, voicemails, and text messages from JustCall directly as communication logs or matter notes inside Clio.
⚡
Trigger instant client text messages on matter updates
Send automated SMS notifications via JustCall whenever a matter status changes, a task updates, or a new document is added in Clio.
🎯
Manage SalesDialer campaigns from practice records
Add or remove contacts from JustCall SalesDialer campaigns automatically based on custom fields or tags assigned in Clio.
📅
Schedule calendar entries and appointments seamlessly
Turn JustCall appointments into Clio calendar entries and schedule reminders across your practice management platform effortlessly.
🔍
Search and update records without duplicates
Search existing contacts and matters in Clio before creating entries, keeping your database clean and free of duplicate records.
💳
Automate billing updates and payment notices
Update bill states in Clio and trigger automated payment reminder text messages through JustCall as invoices move through your financial workflow.
🔗
Extend your legal workflow to Asana or Google Drive
Connect your core Clio and JustCall workflow with Asana project boards or Google Drive document storage to keep your entire firm aligned.
And much more...
Who is Clio + JustCall integration for?
Legal professionals, practice managers, and client intake coordinators eliminate manual data entry and streamline client communications across Clio and JustCall.
Practice managers
Client intake coordinators
Managing attorneys
Legal billing specialists
Paralegals and legal assistants
Firm administrators
📈
Practice managers
You're reviewing billing reports and matter metrics in Clio but client communication logs remain scattered across phone and SMS records, so your operational summaries are always incomplete — with this integration, every call and text syncs instantly and your practice data stays accurate.
⚡
Client intake coordinators
You're fielding inbound inquiries and manually creating contacts in Clio while racing to reply via JustCall, so hot leads slip through the cracks during busy hours — connecting these apps means every new contact triggers instant engagement and zero missed opportunities.
⚖️
Managing attorneys
You're answering client questions about matter status and searching through separate phone logs for past discussions, so court prep slows down while you hunt for communication history — this integration means all client calls and text histories attach directly to client matters.
🔄
Legal billing specialists
You're processing high volumes of bill updates in Clio and manually texting payment reminders in JustCall, so hours are wasted on repetitive administrative outreach — automating both apps means payment notices and billing updates happen the moment records change.
👥
Paralegals and legal assistants
You're depending on attorneys to hand over call notes before you can create tasks or update matter files in Clio, so administrative handoffs create frustrating bottlenecks — with this integration, completed calls automatically generate tasks and communication logs.
📁
Firm administrators
You're auditing client communication records and finding gaps between phone conversations and official matter notes in Clio, so compliance reviews become stressful exercises — automating both apps guarantees a complete, verifiable history for every client matter.
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 + JustCall
Build and manage your Clio + JustCall automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Clio + JustCall 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 + JustCall Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
Trusted by 42,000+ Customers
Highest Rated Integration Platform on G2
P
ProductHunt
Most upvoted product of the month
Connect Clio + JustCall Now
In Just 1 Click!
Frequently Asked Questions
How do I connect Clio to JustCall?
You can connect Clio to JustCall in one click using ready-made templates on Integrately. Select your triggers and actions, or ask Integrately AI to build the workflow and map your fields across Clio, JustCall, and other practice tools.
Can I automatically sync Clio contacts to JustCall?
Can I connect Clio, JustCall, and Salesforce?
What is a good Zapier alternative for Clio and JustCall?
How are Clio matter updates handled in JustCall?
Can JustCall call recordings and voicemails sync back to Clio?
Do I need coding skills to automate Clio and JustCall?
Is the Clio and JustCall integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
You Can Also Connect Clio or JustCall With 1500+ Other Apps
Popular Clio Integrations
Connect Clio with billing, document management, and practice tools to streamline your legal workflows.
See All
Clio Integrations
Clio Integrations
No popular apps found
Popular JustCall Integrations
Sync JustCall with CRM, email, and support platforms to keep customer communications centralised.
See All
JustCall Integrations
JustCall Integrations
No popular apps found
