Clio + Rise Integration

Integrately lets you integrate Clio and Rise instantly - without any learning curve.

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Create Your Own Clio & Rise 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
Course Completed in Rise Instant
Course Submitted in Rise Instant
User created in Rise Instant
Enrollment created in Rise Instant

Create task in Clio
Create communication in Clio
Update task in Clio
Upload document in Clio
Search task by name in Clio
Assign task template list to matter 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 invitation in Rise
Search User in Rise
Search Invitation in Rise

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Popular Alternative

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750 Tasks

in $19.⁹⁹

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2,000 Tasks

in $19.⁹⁹

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You Can Also Connect Clio or Rise 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

Rise provides you with the fully-integrated solution to create, take, and manage your training. Rise gives you the tools to lead a fun and effective classroom experience.

See Rise Integrations