Clio + Klenty Integration

Connect Clio to Klenty in 1 click

Integrate Clio + Klenty For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Clio + Klenty Workflows

When Contact is created in Clio, create Contact in Klenty

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Update Klenty Contact from new Clio Contact

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Create Your Own Clio & Klenty Integration Without Any Code

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
Link is clicked in Klenty Instant
Email is opened in Klenty Instant
Email is bounced in Klenty Instant
Reply is received in cadence in Klenty Instant
Prospect is sent to webhook in Klenty Instant
Cadence is completed in Klenty Instant
First reply is received in cadence in Klenty Instant
Cadence is started in Klenty Instant
Prospect has unsubscribed in Klenty Instant

Search task by name in Clio
Assign task template list to matter in Clio
Upload document in Clio
Update task in Clio
Create communication in Clio
Create 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
Create prospect in Klenty
Update prospect in Klenty
Search prospect in Klenty
Change prospect status to 'do-not-contact' in Klenty
Unsubscribe prospect in Klenty
Start cadence in Klenty
Stop cadence in Klenty
Resume cadence in Klenty
Revert prospect status from 'do-not-contact' in Klenty
Stop mails to prospect in Klenty

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You Can Also Connect Clio or Klenty 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

Klenty is an AI-powered sales engagement and lead generation tool that helps you send personalized emails and automated followups at scale. It gives you more time for sales calls, networking, closing deals and your actual work.

See Klenty Integrations