Clio + SmartSuite Integration

Connect Clio to SmartSuite in 1 click

Get Started For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Clio + SmartSuite Workflows

Create Clio contact for new SmartSuite row

Automatically creating Clio contact records for new SmartSuite row 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!

Activate

Create Clio company for new SmartSuite row

SmartSuite + Clio Integration

Activate

When Record is created in SmartSuite > Check any condition > Create person contact in Clio

SmartSuite + Clio Integration

Activate

1of1

Didn’t find what you were looking for?

Create Your Own Clio & SmartSuite Integration In Clicks

Create Automation

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 has 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
Record is created in SmartSuite
Record is updated in SmartSuite

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
Search record in SmartSuite
Create record in SmartSuite
Update record in SmartSuite
Find Multiple Records (As Line Items) in SmartSuite

3x-10x Less Expensive Than Zapier

Zapier

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate Clio & SmartSuite In 1 Click
And Save Time & Money Both

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Clio & SmartSuite with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

You Can Also Integrate Clio & SmartSuite With 1100+ 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

SmartSuite is a versatile work management platform designed to optimize team productivity. It offers customizable workflows, AI-enhanced solutions, and seamless integrations, fostering collaboration across a myriad of tasks and projects

See SmartSuite Integrations