Clio + Quotient Integration

Integrate Clio to Quotient in one click, or tell Integrately AI how you want each quote handled. Automatically set up matching matters, update client contacts, create corresponding tasks, and keep your practice management platform current.

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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
  • Quotient
    Quote is accepted in Quotient Instant
  • Quotient
    Quote is declined in Quotient Instant
  • Quotient
    New quote is sent in Quotient Instant
  • Quotient
    Customer asks a new question in Quotient Instant
  • Quotient
    Customer views a quote in Quotient Instant
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2.
  • 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 + Quotient Integration

Create matters from accepted quotes, update client contacts, assign tasks, and log activity details, all in just one click.

Most popular automationmost-popular-automations
Quotient + Clio Integration

Create Clio contact for new Quotient quote

If your business uses Quotient to create quote, you'll want to make sure that your Clio account is up-to-date with the latest contact information. This will ensure that you can track and measure each proposal's success rate and ultimately close more sales.

But what if you could automatically create a contact in Clio each time you created a quote? With this integration, you can! When you create a new quote in Quotient, Integrately will automatically create a new contact in Clio.
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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 + Quotient flow

Send quote updates to your team, log transactions in finance tools, and track client schedules. Pick a combination and activate it in one click.

Clio
Quotient
+
Google CalendarGoogle Calendar (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
HubSpotHubSpot (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
StripeStripe (3)
Q
C
G
When a quote is accepted in Quotient, create a matter in Clio and schedule a calendar entry in Google Calendar.
Accepted Quotient quotes instantly generate a new Clio matter and add a scheduled calendar entry in Google Calendar without manual scheduling.
Q
C
G
When a new quote is sent in Quotient, create a task in Clio and add a follow-up reminder in Google Calendar.
New Quotient quotes automatically generate a Clio task and set a calendar reminder in Google Calendar to ensure prompt follow-up.
Q
C
G
When a customer views a quote in Quotient, create a calendar entry in Google Calendar and update the matter in Clio.
Customer quote views in Quotient trigger a Google Calendar entry and update the matter in Clio for immediate tracking.

Supported triggers and actions for Clio and Quotient

Mix and match to build the exact automation you need

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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Quotient
Quotient Triggers & Actions
Instant
Quote is accepted in Quotient
Triggers the automation when any quote is accepted
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Instant
Quote is declined in Quotient
Triggers the automation when a quote is rejected or not accepted
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Instant
New quote is sent in Quotient
Triggers the automation when a new quote is sent
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Instant
Customer asks a new question in Quotient
Triggers the automation when a customer asks a new question
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Instant
Customer views a quote in Quotient
Triggers the automation when a customer views a quote
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No action is available

What can you automate with Clio + Quotient?

Streamline legal intake, matter creation, task assignment, and client communication between Quotient and Clio.

What you can automate?
⚖️
Create Clio matters from accepted quotes
Automatically generate a new matter in Clio the moment a client accepts a proposal in Quotient. Eliminate manual copy-pasting and start casework instantly.
📝
Capture every submitted quote detail
Map available Quotient quote line items and customer questions into Clio matter notes. Your practice records become a comprehensive source for review.
🔔
Alert team members instantly
Send notifications to staff via Gmail or Slack whenever a quote is declined, sent, or viewed by a prospective client in Quotient.
🔀
Route tasks based on quote values
Assign different Clio task templates or priority levels depending on the specific service package or amount selected in the Quotient quote.
🔄
Keep matter records up to date
Update Clio matter status automatically as clients view proposals, ask questions, or progress through quotation stages in Quotient.
👥
Search and update client contacts
Match Quotient customer details against existing Clio person and company contacts to update records rather than creating unwanted duplicates.
⏱️
Log initial time and expense entries
Create initial activity entries or time tracking records in Clio immediately upon quote acceptance to support accurate client billing.
🌐
Extend workflows to external tools
Connect your Clio and Quotient setup with HubSpot, QuickBooks Online, Stripe, or Google Calendar to manage client operations across your entire stack.
And much more...

Who is Clio + Quotient integration for?

Lawyers, legal practice managers, and client intake teams benefit by instantly turning accepted quotes into active matters without manual data entry.

Practice directors
Practice directors
Legal intake specialists
Legal intake specialists
Client relations coordinators
Client relations coordinators
High-volume legal administrators
High-volume legal administrators
Case managers
Case managers
Billing and compliance officers
Billing and compliance officers
📊
Practice directors
You're reviewing matter intake reports in Clio but revenue figures only update when someone manually checks accepted quotes, so the pipeline metrics you're presenting are always a day behind — this integration means every accepted quote instantly generates a tracked matter and your dashboard stays current.
⚡
Legal intake specialists
You need to act fast when clients approve agreements, but pending quote notifications sit in Quotient until someone copies them over, so onboarding stalls — automating both apps means every signed proposal immediately triggers client contact creation in Clio so follow-up starts right away.
🤝
Client relations coordinators
You answer to partners and clients who want immediate confirmation when estimates are signed, but tracking status across separate tools leaves gaps — connecting these apps means every quote acceptance automatically populates matter records so progress is transparent.
📈
High-volume legal administrators
The volume of outgoing proposals is too high for anyone to keep up by hand, leading to missed matter entries and unassigned tasks — integrating these apps means thousands of quote events flow straight into Clio tasks and client profiles without manual effort.
📋
Case managers
You own the next legal step and depend on someone upstream to hand over signed agreements, but information silos cause delays — with this integration, accepted proposals immediately create active matters and task templates so casework begins instantly.
🗂️
Billing and compliance officers
You need a reliable history of client engagements and keep finding gaps between signed proposals and legal records — this integration means every quotation milestone writes directly to Clio communications and billing logs for complete auditing.
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Why choose Integrately to automate Clio + Quotient

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

1,500+ apps connected
1,500+ apps connected
Connect Clio + Quotient 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
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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Clio to Quotient?
Frequently Asked Questions
You can connect Clio to Quotient instantly using 1-click ready workflows or ask Integrately AI to build your automation. Combine both apps with tools like Slack, Gmail, or QuickBooks Online easily.
Can I automatically create a Clio matter when a quote is accepted in Quotient?
Frequently Asked Questions
Can I connect Clio, Quotient, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Clio and Quotient?
Frequently Asked Questions
How do client contacts sync between Clio and Quotient?
Frequently Asked Questions
Can I track quote views and questions from Quotient in Clio?
Frequently Asked Questions
How do I automate legal quoting workflows without coding?
Frequently Asked Questions
Is the Clio and Quotient integration free?
Frequently Asked Questions
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