NetHunt CRM + Clio Integration

Integrate Clio to NetHunt CRM in one click, or tell Integrately AI how you want each matter handled. Create records, update client details, alert your team, and track your legal pipeline automatically.

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1.
  • NetHunt CRM
    Record is created in NetHunt CRM
  • NetHunt CRM
    Comment is created in NetHunt CRM
  • NetHunt CRM
    Record is created or modified with specified filter in NetHunt CRM
  • NetHunt CRM
    Record is updated in NetHunt CRM
  • 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.
  • NetHunt CRM
    Create record in NetHunt CRM
  • NetHunt CRM
    Search record in NetHunt CRM
  • NetHunt CRM
    Update record in NetHunt CRM
  • NetHunt CRM
    Create comment in NetHunt CRM
  • 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 + NetHunt CRM Integration

Capture new client matters, sync contact records, update pipeline stages, log communications, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
NetHunt CRM + Clio Integration

Create Clio contact for new NetHunt CRM record

Automatically creating Clio contact records for new NetHunt CRM record entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
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Activate
  • 1of1
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 + NetHunt CRM flow

Keep your spreadsheets, team chat, email, scheduling, billing, and document parsing tools updated as your legal matters and CRM records move forward. Pick a combination and activate it in one click.

NetHunt CRM
Clio
+
Google SheetsGoogle Sheets (4)
+
SlackSlack (3)
+
GmailGmail (3)
+
CalendlyCalendly (3)
+
StripeStripe (3)
+
DocparserDocparser (3)
C
N
G
When a matter is created in Clio, create a record in NetHunt CRM and add a row in Google Sheets
Every new Clio matter instantly creates a NetHunt CRM record and logs a row in Google Sheets, eliminating manual tracking.
N
C
G
When a NetHunt CRM record is updated, update the matching matter in Clio and log the change in Google Sheets
Keep Clio matters updated and record every change in Google Sheets whenever a NetHunt CRM record is modified.
C
N
G
When a bill state is updated in Clio, update the NetHunt CRM record and log the payment status in Google Sheets
Track billing updates across NetHunt CRM and Google Sheets automatically the moment a bill state changes in Clio.
C
N
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Use ChatGPT to analyse every new Clio communication, update the NetHunt CRM record, and log the summary in Google Sheets
AI summarizes client communications from Clio, updates NetHunt CRM, and logs the brief in Google Sheets.

Supported triggers and actions for NetHunt CRM and Clio

Mix and match to build the exact automation you need

NetHunt CRM
NetHunt CRM Triggers & Actions
Record is created in NetHunt CRM
Triggers the automation when a new record is created
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Comment is created in NetHunt CRM
Triggers the automation when a new comment is created
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Record is created or modified with specified filter in NetHunt CRM
Triggers the automation when a record is created or modified based on a particular filter
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Record is updated in NetHunt CRM
Triggers the automation when any record is updated
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Create record in NetHunt CRM
Generates a new record
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Search record in NetHunt CRM
Searches for a record within a given database
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Update record in NetHunt CRM
Updates a record with new information
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Create comment in NetHunt CRM
Generates a new comment
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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 + NetHunt CRM?

Connect your legal practice management platform and CRM to eliminate manual copy-pasting across your entire client lifecycle.

What you can automate?
🔄
Sync new matters and records instantly
Automatically create a NetHunt CRM record whenever a new matter is created in Clio. Eliminate duplicate data entry and keep your sales and legal platforms perfectly aligned.
📋
Capture every submitted client field
Map all available contact details, custom fields, and consultation notes directly into NetHunt CRM and Clio records. Your databases remain comprehensive and accurate.
🔔
Alert your legal team immediately
Send instant notifications to Slack or Gmail the moment a new Clio matter or NetHunt CRM record is updated. Ensure your team never misses an important client update.
🔀
Route records based on custom criteria
Apply conditional rules to direct high-priority matters or specific practice areas to designated team members in NetHunt CRM and Clio automatically.
⏱️
Keep records updated in real time
Update Clio matters automatically whenever client details or pipeline stages change in NetHunt CRM. Keep your entire team working from the exact same information.
🔍
Search and update instead of duplicating
Check existing databases before creating new records. Automatically update matching contacts or matters in Clio and NetHunt CRM to prevent duplicate entries.
💳
Manage billing and payment milestones
Track bill state updates, successful charges, and payment statuses across Clio and NetHunt CRM. Keep your financial and client records synchronized at all times.
🔌
Extend flows with popular tools
Connect your Clio and NetHunt CRM workflow to Google Sheets, Slack, Gmail, or Calendly to add reporting, team notifications, and scheduling to your pipeline.
And much more...

Who is Clio + NetHunt CRM integration for?

Legal professionals, practice managers, and sales teams rely on this integration to keep client matters, CRM records, and pipeline updates perfectly synchronized without manual data entry.

Practice managers and partners
Practice managers and partners
Legal intake coordinators
Legal intake coordinators
Client relations leads
Client relations leads
High-volume legal clinics
High-volume legal clinics
Assigned case attorneys
Assigned case attorneys
Compliance officers
Compliance officers
📈
Practice managers and partners
You review weekly pipeline and billing numbers from Clio, but your reports are always out of date because staff manually copy records into NetHunt CRM — this integration means every new matter and contact syncs instantly and your dashboards stay current.
⚡
Legal intake coordinators
You need to act fast when prospective clients submit inquiries, but consultation details sit unassigned in Clio while leads wait in NetHunt CRM — automating both apps means every lead creates a matter instantly and your team responds without delay.
🤝
Client relations leads
You answer to external stakeholders who request regular updates on case progression, but assembling manual status summaries takes hours across platforms — with this integration, record changes reflect immediately and your progress updates are always ready.
📊
High-volume legal clinics
Your practice handles dozens of new client files daily, and manual data entry between Clio and NetHunt CRM creates severe bottlenecks — connecting these apps means intake volume flows effortlessly into both systems without human error.
⚖️
Assigned case attorneys
You own the next legal step in a matter, but you depend on administrative staff to hand over CRM notes and intake records manually — automating both apps means every task and matter detail lands in your workspace the moment it is logged.
🗂️
Compliance officers
You need a reliable, gap-free history of client communications and billing milestones, but fragmented data entry leaves missing audit trails — this integration means every record update, communication, and bill state is captured permanently.
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Why choose Integrately to automate NetHunt CRM + Clio

Build and manage your NetHunt CRM + 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 NetHunt CRM + 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
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Clio to NetHunt CRM?
Frequently Asked Questions
You can connect Clio to NetHunt CRM in 1 click using ready templates on Integrately, or use Integrately AI to build custom multi-step workflows with Google Sheets, Slack, Gmail, and 1,500+ other apps.
Can I automatically create a NetHunt CRM record when a new Clio matter is created?
Frequently Asked Questions
Can I connect Clio, NetHunt CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Clio and NetHunt CRM?
Frequently Asked Questions
How does Clio handle contact and matter synchronization here?
Frequently Asked Questions
How are NetHunt CRM records updated from Clio updates?
Frequently Asked Questions
Can I automate Clio and NetHunt CRM without coding?
Frequently Asked Questions
Is the Clio and NetHunt CRM integration free?
Frequently Asked Questions
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You Can Also Connect Clio or NetHunt CRM With 1500+ Other Apps

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