How to connect Clio with third-party apps : 19 must-have integrations
Optimize client and matter management with the top 19 Clio integrations. Improve your legal business operations and enhance productivity effectively.
SMS Partner + Clio Integration
Integrate Clio to SMS Partner in one click, or tell Integrately AI how you want each matter handled. Send text reminders, notify clients, update records, and trigger follow-up alerts 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
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Send sms in SMS Partner- Create task in Clio
- Create communication in Clio
- Search task by name in Clio
- Update task in Clio
- Upload document 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
Trusted by experts at...
Ready Workflows for SMS Partner + Clio Integration
Send client notifications, alert teams on new matters, schedule text reminders, and update records, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Clio + SMS Partner flow
Sync your legal communication data with calendars, emails, team chat, accounting, and file storage tools. Pick a combination and activate it in one click.
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Google Calendar (8)
Google Calendar (8) +
Microsoft Outlook (8)
Microsoft Outlook (8) +
Gmail (8)
Gmail (8) +
Slack (8)
Slack (8) +
QuickBooks Online (8)
QuickBooks Online (8) +
Google Drive (8)
Google Drive (8) C
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Send a confirmation SMS in SMS Partner when a calendar entry is created in Clio, and add the event to Google Calendar.
Every new Clio calendar entry triggers an SMS Partner text message and creates a corresponding event in Google Calendar automatically.
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Send a welcome SMS via SMS Partner when a contact is created in Clio, and schedule a meeting in Google Calendar.
New Clio contacts receive an instant welcome text via SMS Partner while Google Calendar schedules their introductory meeting.
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When a matter status has updated in Clio, send a status update SMS via SMS Partner and update Google Calendar.
Matter status changes in Clio trigger automated status texts via SMS Partner and update scheduled Google Calendar events.
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Create a task in Clio, send a notification SMS via SMS Partner, and add a reminder in Google Calendar.
New Clio tasks trigger text alerts via SMS Partner and establish reminder entries in Google Calendar for deadlines.
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If a matter is created in Clio with a specific custom field, send a priority SMS via SMS Partner and schedule Google Calendar.
Custom matter fields in Clio trigger priority SMS alerts in SMS Partner and schedule specialized meetings in Google Calendar.
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When a bill state is updated in Clio, send a payment reminder SMS via SMS Partner and update Google Calendar.
Bill state changes in Clio trigger SMS payment reminders via SMS Partner and schedule calendar follow-ups in Google Calendar.
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Use Claude to summarise new Clio communications, send a summary SMS via SMS Partner, and schedule Google Calendar.
Claude analyzes new Clio communications to draft SMS summaries in SMS Partner and schedule review events in Google Calendar.
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When a matter is created in Clio, send a welcome SMS in SMS Partner, schedule Google Calendar, and notify Slack.
New Clio matters trigger SMS client greetings in SMS Partner, schedule Google Calendar events, and announce in Slack.
Supported triggers and actions for SMS Partner and Clio
Mix and match to build the exact automation you need
SMS Partner Triggers & Actions
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 → What can you automate with Clio + SMS Partner?
Streamline legal practice management and client communication by automating outreach across your favorite tools.
📲
Send SMS messages from Clio events
Trigger automated text messages via SMS Partner the moment a new contact, matter, or task is created in Clio. Keep clients informed without manual typing.
📋
Capture all custom contact details
Map specific contact fields and custom variables from Clio into your SMS Partner broadcast lists. Deliver personalized messages tailored to each client's case details.
🔔
Alert team members on critical updates
Notify staff instantly when a matter status updates or a deadline approaches in Clio. Ensure urgent legal tasks never slip through the cracks.
🔀
Route messages based on matter type
Send different SMS templates depending on the matter type or custom field values in Clio. Tailor client communication automatically based on case categories.
🔄
Keep communication logs synchronized
Update communication histories and matter notes in Clio whenever SMS delivery statuses change. Maintain accurate records across your practice management tools.
🔍
Search and update existing records
Check if a contact or matter already exists before sending messages or creating entries. Prevent duplicate contacts and keep your database clean.
⏱️
Automate billing and task updates
Trigger SMS reminders when bill states are updated or task statuses change to completed. Follow up on unpaid invoices and finished assignments effortlessly.
🔗
Connect Clio data to Slack and beyond
Extend your Clio and SMS Partner automations to Slack, Google Calendar, or QuickBooks Online. Build multi-step workflows that synchronize your entire legal tech stack.
And much more...
Who is Clio + SMS Partner integration for?
Legal professionals and practice managers streamline client communications, eliminate manual text reminders, and keep matter records effortlessly updated across platforms.
Practice managers
Legal intake specialists
Managing partners
Client support coordinators
Associate attorneys
Legal compliance officers
📈
Practice managers
You're reviewing monthly client engagement metrics but your tracking reports only update when someone manually checks SMS logs, so the response counts you're reviewing are always a few hours behind — with this integration, every client interaction lands in your records instantly and your data stays current.
⚡
Legal intake specialists
You need to reach new leads instantly, and you find out too late when a client form sits unread in Clio — connecting these apps means every new contact triggers an immediate SMS Partner text message so you never miss a prospective client.
⚖️
Managing partners
You answer to a client or an outside party who wants to see progress on their legal matter, but updating them by hand takes hours — automating both apps means every matter update automatically sends status texts and logs communication history without manual effort.
📞
Client support coordinators
The volume of daily client inquiries is too high for anyone to keep up by hand, leading to missed follow-up texts and delayed case updates — integrating these apps means every Clio task or communication instantly triggers automated SMS reminders to keep clients informed.
💼
Associate attorneys
You own the next step in a legal case and depend on someone upstream to hand over client details before you can begin work — with this integration, new Clio matters instantly notify you via SMS Partner so you can start drafting documents right away.
🗂️
Legal compliance officers
You need a reliable history of all client outreach and keep finding gaps in your manual messaging logs — this integration means every Clio communication automatically logs SMS delivery status to maintain a complete audit trail.
Did you know?
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Why choose Integrately to automate SMS Partner + Clio
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1,500+ apps connected
Connect SMS Partner + Clio with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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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
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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.
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Frequently Asked Questions
How do I connect Clio to SMS Partner?
Connecting Clio to SMS Partner is simple and requires no coding. You can choose from ready-made templates or use Integrately AI to connect your apps with tools like Slack, Gmail, and Google Calendar in just 1 click.
Can I automatically send SMS messages when a new matter is created in Clio?
Can I connect Clio, SMS Partner, and Slack?
What is a good Zapier alternative for Clio and SMS Partner?
How are Clio contacts and matters handled in the integration?
Can SMS Partner trigger custom text messages based on Clio bill updates?
Do I need coding skills to automate Clio and SMS Partner?
Is the Clio and SMS Partner integration free?
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