Clio + Notion Integration

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Popular Clio + Notion Workflows

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Notion + Clio Integration

Create Clio contact for new Notion database item

Automatically creating Clio contact records for new Notion database item 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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Clio + Notion Integration
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
  • Notion
    Item is created in Notion
  • Notion
    Item is updated in Notion
  • Notion
    Checklist item is completed in Notion
2.
  • Clio
    Create task in Clio
  • Clio
    Create communication in Clio
  • Clio
    Search task by name in Clio
  • Clio
    Update task in Clio
  • Clio
    Upload document in Clio
  • Clio
    Assign task template list to matter 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
  • Notion
    Get database item by ID in Notion
  • Notion
    Create page in Notion
  • Notion
    Get page by ID in Notion
  • Notion
    Create database item in Notion
  • Notion
    Update database item in Notion
  • Notion
    Search item by property in Notion
  • Notion
    Search member in Notion
  • Notion
    Archive item in Notion
  • Notion
    Create comment in Notion
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You Can Also Connect Clio or Notion With 1200+ Other Apps

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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.

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Notion brings together all the team communication, project management & planning apps you use to get work done and makes them instantly accessible from a single workspace.

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