Update Clio company for new Reply contact
Reply + Clio Integration
Clio + Reply Integration
Integrate Clio to Reply in one click, or tell Integrately AI how you want each contact handled. Push new clients into active outreach campaigns, update your lists, and track every legal follow-up 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 Reply- Prospect replies to an email in Reply Instant
- Email is sent in Reply Instant
- Person opens email in Reply Instant
- Reply is marked with new inbox category in Reply Instant
- Prospect finished the sequence in Reply Instant
- Person opts out in Reply Instant
2.
- Search task by name in Clio
- Assign task template list to matter in Clio
- Create task in Clio
- Upload document in Clio
- Create communication in Clio
- Update 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 a person and push to campaign in Reply
- Create or Update Contact in Reply
- Search contact by email in Reply
- Search contact status in campaign in Reply
- Remove a contact from campaign in Reply
- Mark as finished in Reply
- Mark as replied in Reply
Trusted by experts at...
Ready Workflows for Clio + Reply Integration
Capture new Clio contacts, create outreach prospects in Reply, push leads to active campaigns, update client records, and trigger follow-ups, all in just one click.
Most popular automations
When Contact is created in Clio, create Contact in Reply
When Contact is created in Clio, create Contact in Reply
Create Clio contact for new Reply contact
There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.
For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.
Integration of your new Clio contact and Reply contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
See moreFor example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.
Integration of your new Clio contact and Reply contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
Create Clio company for new Reply contact
Reply + 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 + Reply flow
Sync client data with your CRM, alert your sales team on chat, and trigger automated emails the moment a new matter begins. Pick a combination and activate it in one click.
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Hubspot (3)
Hubspot (3) +
Calendly (2)
Calendly (2) +
Gmail (2)
Gmail (2) +
Slack (2)
Slack (2) +
Google Drive (2)
Google Drive (2) +
Stripe (2)
Stripe (2) C
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R
Add every new Clio contact to HubSpot, and push them to an active outreach campaign in Reply
New Clio contacts land in HubSpot immediately and start your Reply outreach campaign without manual data entry.
C
H
R
When a Clio task is created, create a HubSpot task and update the contact status in Reply
Keep your HubSpot tasks aligned with Clio activities and adjust Reply campaign statuses instantly.
C
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When a Clio matter is created, create a HubSpot deal and remove the contact from Reply campaigns
New matters automatically update your HubSpot pipeline and pause active outreach sequences in Reply.
Supported triggers and actions for Clio and Reply
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 → Reply Triggers & Actions
Instant
Prospect replies to an email in Reply
Triggers the automation when a prospect replies to an email
Try it → Instant
Reply is marked with new inbox category in Reply
Triggers the automation when a reply is marked with a new inbox category
Try it → Instant
Prospect finished the sequence in Reply
Triggers the automation when prospect finishes the sequence
Try it → Instant
Person opts out in Reply
Triggers the automation when a person opts out of marketing communications
Try it → What can you automate with Clio + Reply?
Streamline your legal practice and sales outreach by connecting every routine touchpoint between Clio and Reply.
🔄
Sync client contacts instantly between platforms
Every time a new contact is created in Clio, automatically push their details into Reply to kick off targeted outreach campaigns without manual exporting.
📋
Capture every submitted custom field and detail
Map all available contact attributes and custom fields from Clio into Reply outreach sequences instead of transferring just names and email addresses.
🔔
Notify your team the moment prospects reply
Alert your legal intake staff immediately on Slack or email whenever a prospect replies to an outreach email in Reply.
🔀
Route contacts based on specific matter criteria
Send prospects to different Reply outreach campaigns depending on the specific practice area or custom field submitted in Clio.
🔄
Keep client records updated as matters change
Automatically update contact details and campaign statuses in Reply whenever matter statuses or billing states change in Clio.
🔍
Search and update existing records to prevent duplicates
Check whether a contact already exists in Reply before creating a new entry, updating current records to keep your database clean.
⏸️
Manage later status changes like finished sequences
Automatically mark contacts as finished or remove them from active Reply campaigns the moment a matter is created or closed in Clio.
⚡
Extend your workflow with popular supporting apps
Connect your Clio and Reply automations with tools like HubSpot or Slack to alert your team and log deals effortlessly.
And much more...
Who is Clio + Reply integration for?
Legal professionals, sales teams, and practice managers streamline client communication and outreach pipelines to ensure no lead slips through the cracks.
Practice managers
Legal intake specialists
Managing partners
Legal operations teams
Business development reps
Compliance officers
📈
Practice managers
You're overseeing client intakes and billing milestones, but your reporting sheet only updates when someone manually exports records, so the matter counts you're reviewing are always a few hours behind — with this integration, every new contact lands in your pipeline instantly and your data stays current.
⚡
Legal intake specialists
You need to act fast on new prospective client inquiries, but you find out about submissions too late because contact details sit in email inboxes — with this integration, every new Clio contact triggers immediate outreach in Reply and your team connects with leads right away.
📋
Managing partners
You answer to clients and stakeholders who want to see daily progress on active legal matters, but compiling status reports by hand wastes billable hours — with this integration, every task and communication updates automatically so your progress tracking is always accurate.
📊
Legal operations teams
The volume of client matters and outreach sequences is too high for anyone to keep up by hand, leading to missed follow-ups and unrecorded billable hours — with this integration, all routine contact creations and campaign updates happen effortlessly in the background.
🤝
Business development reps
You own the outreach stage and depend on intake staff to hand over client details before you can begin emailing leads — with this integration, every new Clio contact flows straight into your active Reply campaigns without delay.
🗂️
Compliance officers
You need a reliable history of all client communications and billing records, but you keep finding gaps caused by manual data entry errors — with this integration, every matter update, bill state change, and document upload is logged securely and consistently.
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 + Reply
Build and manage your Clio + Reply automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Clio + Reply 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 + Reply Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
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Connect Clio + Reply Now
In Just 1 Click!
Frequently Asked Questions
How do I connect Clio to Reply?
You can connect Clio and Reply in 1 click using ready-made templates on Integrately. Select a pre-built workflow, connect your accounts, and let Integrately AI handle the setup.
Can I automatically push new Clio contacts into Reply outreach campaigns?
Can I connect Clio, Reply, and HubSpot?
What is a good Zapier alternative for Clio and Reply?
How are client contacts synced from Clio to Reply?
Can Reply update contact statuses when Clio matters change?
Do I need coding skills to automate Clio and Reply?
Is the Clio and Reply 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?
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