Create Clio company for new Solve CRM company
Solve CRM + Clio Integration
Solve CRM + Clio Integration
Integrate Clio to Solve CRM in one click, or tell Integrately AI how you want each contact handled. Sync client details instantly, create matching contacts and companies, alert your team, and keep your practice management aligned with Solve CRM automatically.
Free forever.Use premium features free for 14 days.1.
Contact is created in Solve CRM- Company is created in Solve CRM
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
2.
- Create contact in Solve CRM
- Create company in Solve CRM
- Search task by name in Clio
- Assign task template list to matter in Clio
- Upload document in Clio
- Update task in Clio
- Create communication in Clio
- Create 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
Trusted by experts at...
Ready Workflows for Clio + Solve CRM Integration
Sync contacts, create matching companies, update client records, alert your team, and manage follow-ups, all in just one click.
Most popular automations
When Contact is created in Clio, create Contact in Solve CRM
When Contact is created in Clio, create Contact in Solve CRM
Create Clio contact for new Solve CRM contact
CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Solve CRM - Clio integration, anytime a new Solve CRM contact is created, an Clio contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
See moreHowever, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Solve CRM - Clio integration, anytime a new Solve CRM contact is created, an Clio contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
When Contact is created in Solve CRM > Check condition > Create person contact in Clio
Solve CRM + Clio Integration
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Clio + Solve CRM flow
Keep your team updated, log financial entries, and schedule client meetings once your client data moves between Clio and Solve CRM. Pick a combination and activate it in one click.
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Google Calendar (5)
Google Calendar (5) +
QuickBooks Online (4)
QuickBooks Online (4) +
Gmail (4)
Gmail (4) +
Slack (5)
Slack (5) +
DocuSign (4)
DocuSign (4) +
Clio (3)
Clio (3) C
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Create a Solve CRM contact for every new Clio contact, and schedule the initial consultation in Google Calendar.
New Clio contacts instantly populate Solve CRM and schedule meetings in Google Calendar without manual scheduling.
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When a contact is created in Solve CRM, create a person contact in Clio and schedule a follow-up call in Google Calendar.
New Solve CRM contacts flow directly into Clio while booking your follow-up meeting in Google Calendar.
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When a calendar entry is created in Google Calendar, create a contact in Clio and create a contact in Solve CRM.
Scheduled Google Calendar meetings automatically generate matching contacts in both Clio and Solve CRM.
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If a new Clio contact has a specific custom field, create a Solve CRM contact and schedule a priority meeting in Google Calendar.
Custom fields in Clio trigger priority contact creation in Solve CRM and urgent meeting scheduling in Google Calendar.
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Use Claude to summarize client notes from Clio, create a Solve CRM contact, and schedule the review meeting in Google Calendar.
Claude analyzes Clio notes, creates a Solve CRM contact, and books your review session in Google Calendar.
Supported triggers and actions for Solve CRM and Clio
Mix and match to build the exact automation you need
Solve CRM 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 + Solve CRM?
Streamline your legal practice and CRM operations by automating data flows, client syncs, and team notifications.
🤝
Sync Clio contacts to Solve CRM instantly
Whenever a new contact is created in Clio, automatically create a matching record in Solve CRM. Eliminate manual double-entry and keep client directories perfectly aligned across systems.
📑
Capture every submitted custom field
Map detailed custom fields from Clio matters and contacts straight into Solve CRM. Ensure your CRM database holds complete, granular client information for every case.
🔔
Alert your team the moment a matter opens
Notify your staff in Slack or via email as soon as a new matter or contact is created in Clio. Keep everyone informed and accelerate internal response times.
🔀
Route contacts based on custom criteria
Send high-value enterprise leads to specialized Solve CRM pipelines while routing standard inquiries to general queues based on submitted Clio fields.
🔄
Keep destination records continuously updated
Automatically update Solve CRM company profiles whenever Clio matter statuses or contact details change, preventing outdated client information.
🛡️
Prevent duplicate entries with smart lookups
Search existing records before creating new entries in Solve CRM, ensuring clean databases without redundant contact cards.
💳
Handle billing and payment status changes
Trigger CRM updates or team notifications automatically whenever a Clio bill state is updated or a new invoice is generated.
⚡
Extend workflows to powerful third-party tools
Push automated Clio and Solve CRM updates straight into Google Calendar, QuickBooks Online, Gmail, or Slack to coordinate your entire tech stack.
And much more...
Who is Clio + Solve CRM integration for?
Clio + Solve CRM integration helps legal practices and client service teams eliminate manual data entry, keep client records perfectly synchronized, and accelerate case management workflows.
Practice managers
Managing attorneys
Client relations leads
Legal operations coordinators
Account executives
Compliance officers
📈
Practice managers
You're tracking client data across Clio matters, but your CRM records fall behind when team members forget to manually update Solve CRM, so your reporting dashboards are always based on stale pipeline numbers — connecting these apps means every new Clio contact and matter populates Solve CRM instantly so your reports stay completely accurate.
⚖️
Managing attorneys
You're opening new case files in Clio, but client communications in Solve CRM are missed because nobody links the two systems in real time, so urgent client inquiries sit unanswered for hours — automating both apps means every contact creation triggers immediate record syncs so you never miss a critical client touchpoint.
👥
Client relations leads
You're answering client status questions, but outside stakeholders demand updated progress reports that require cross-referencing Clio bills and Solve CRM histories by hand, so preparation takes hours of tedious spreadsheet work — with this integration, all client touchpoints and matter states synchronize automatically to provide clear, audit-ready histories.
📋
Legal operations coordinators
You're processing high volumes of new client intakes in Clio, but entering each one into Solve CRM by hand leads to severe backlogs and duplicate entries during busy intake periods — automating both apps means high-volume intakes flow directly into your CRM without manual intervention, eliminating backlogs entirely.
💼
Account executives
You're waiting on the legal team to finish client onboarding in Clio before you can manage ongoing relationships in Solve CRM, so handoffs are delayed and follow-ups stall — this integration means sales and legal teams operate on a single shared record, ensuring seamless handoffs the moment a matter opens.
🗂️
Compliance officers
You're auditing client records for missing documentation across Clio and Solve CRM, but fragmented data storage leaves dangerous gaps in your compliance history, risking audit failures — connecting these apps means every document and contact record maintains an unbroken, synchronized audit trail across both platforms.
Did you know?
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate Solve CRM + Clio
Build and manage your Solve CRM + Clio automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Solve CRM + Clio 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 Solve CRM + Clio Now 
In Just 1 Click!
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in $19.99
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in $19.99
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Frequently Asked Questions
How do I connect Clio to Solve CRM?
You can connect Clio to Solve CRM in 1 click using ready-made workflows or build custom flows with Integrately AI. Seamlessly integrate your practice management data with Google Calendar, QuickBooks Online, Gmail, Slack, and DocuSign.
Can I sync Clio contacts and matters to Solve CRM automatically?
Can I connect Clio, Solve CRM, and Slack?
What is a good Zapier alternative for Clio and Solve CRM?
How does Clio handle contact creation events in automation?
How does Solve CRM manage new company records from integrations?
Can I automate Clio and Solve CRM workflows without writing code?
Is the Clio and Solve CRM integration free?
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