tawk.to + Clio Integration

Integrate Clio to tawk.to in one click, or tell Integrately AI how you want each ticket handled. Create matters and contacts, log communications, alert your team, and track client requests automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • tawk.to
    Transcript is created in tawk.to Instant
  • tawk.to
    Chat has started in tawk.to Instant
  • tawk.to
    Chat has ended in tawk.to Instant
  • tawk.to
    Ticket is created in tawk.to Instant
  • Clio
    Contact is created in Clio Instant
  • Clio
    Task is created in Clio Instant
  • Clio
    Matter is created in Clio Instant
  • Clio
    Communication is created in Clio Instant
  • Clio
    Bill state is updated in Clio Instant
  • Clio
    Task status has updated in Clio Instant
  • Clio
    Calendar entry is created in Clio Instant
  • Clio
    Matter status has updated in Clio Instant
  • Clio
    Matter note is created in Clio
  • Clio
    Activity is created in Clio Instant
  • Clio
    New bill is created in Clio Instant
  • Clio
    Document is created in Clio
Arrow Right
2.
  • Clio
    Search task by name in Clio
  • Clio
    Assign task template list to matter in Clio
  • Clio
    Upload document in Clio
  • Clio
    Update task in Clio
  • Clio
    Create communication in Clio
  • Clio
    Create task in Clio
  • Clio
    Create person contact in Clio
  • Clio
    Update person contact in Clio
  • Clio
    Search person contact in Clio
  • Clio
    Search contact by custom field in Clio
  • Clio
    Create time entry (Activity) in Clio
  • Clio
    Update matter in Clio
  • Clio
    Create matter in Clio
  • Clio
    Create matter note in Clio
  • Clio
    Create matter folder in Clio
  • Clio
    Create calendar entry in Clio
  • Clio
    Search matter in Clio
  • Clio
    Create expense entry (Activity) in Clio
  • Clio
    Search matter by custom field in Clio
  • Clio
    Create company contact in Clio
  • Clio
    Update company contact in Clio
  • Clio
    Search company contact in Clio
  • Clio
    Search user in Clio
  • Clio
    Search bill in Clio

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Ready Workflows Ready Workflows for Clio + tawk.to Integration

Convert tawk.to tickets into Clio matters, record client contacts, log chat communications, and update tasks, all in just one click.

Most popular automationsmost-popular-automations
tawk.to + Clio Integration

Create Clio contact from new tawk.to ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in Clio. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - Clio integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Clio.

This makes it easy to keep track of your support tickets and contacts in one place.
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tawk.to + Clio Integration

Create Clio contact for new tawk.to chat

When someone completes your tawk.to, a new contact is automatically created in your Clio. This way, you can quickly follow up with the chat and turn them into a customer!

Plus, all of the information from the tawk.to is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a tawk.to - Clio integration set up makes it easy to manage your customer relationships and grow your business.
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Clio + tawk.to flow

Keep your team updated, schedule follow-ups, and log billing records across your entire practice stack after every chat or ticket. Pick a combination and activate it in one click.

tawk.to
Clio
+
GmailGmail (4)
+
SlackSlack (4)
+
ClioClio (4)
+
Google CalendarGoogle Calendar (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
CalendlyCalendly (4)
T
C
G
Create a Clio matter from every new tawk.to ticket, and send a confirmation email in Gmail
New tawk.to tickets immediately generate a matter in Clio while sending an instant confirmation email via Gmail, eliminating manual data entry.
T
C
G
Log every ended tawk.to chat as a Clio communication, and email the client summary via Gmail
Completed tawk.to conversations are logged into Clio as communications and emailed to clients through Gmail without manual logging.
T
C
G
Create a Clio task when a tawk.to chat starts, and notify the legal assistant via Gmail
Active tawk.to chats automatically trigger a new task in Clio and notify your legal assistant via Gmail for immediate review.
T
C
G
Use Claude to summarise tawk.to tickets, create a Clio matter, and email the brief in Gmail
Claude analyses new tawk.to tickets to generate structured briefs, creating a Clio matter and emailing the summary through Gmail.

Supported triggers and actions for tawk.to and Clio

Mix and match to build the exact automation you need

tawk.to
tawk.to Triggers & Actions
Instant
Transcript is created in tawk.to
Fires when a new conversation transcript is generated
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Instant
Chat has started in tawk.to
Triggers the automation when a new conversation is initiated
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Instant
Chat has ended in tawk.to
Triggers the automation when a chat is marked as complete
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Instant
Ticket is created in tawk.to
Triggers the automation when a new ticket is created
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No action is available
Clio
Clio Triggers & Actions
Instant
Contact is created in Clio
Triggers the automation when a new contact is created
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Instant
Task is created in Clio
Triggers the automation when a new task is created
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Instant
Matter is created in Clio
Triggers the automation when a new matter is created
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Instant
Communication is created in Clio
Triggers the automation when a new communication is created
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Instant
Bill state is updated in Clio
Triggers the automation when a bill state has been updated
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Instant
Task status has updated in Clio
Triggers the automation when a Task status has been updated
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Instant
Calendar entry is created in Clio
Triggers the automation when a new calendar entry is created
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Instant
Matter status has updated in Clio
Triggers the automation when the status of a particular matter is updated
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Matter note is created in Clio
Triggers the automation when a new note is added to any matter
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Instant
Activity is created in Clio
Triggers the automation when a new activity is created
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Instant
New bill is created in Clio
Triggers the automation when a new bill is raised
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Document is created in Clio
Triggers the automation when a new document is created
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Search task by name in Clio
Finds a task by its name
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Assign task template list to matter in Clio
Generates a new communication
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Upload document in Clio
Adds a document
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Update task in Clio
Modifies an existing task
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Create communication in Clio
Generates a new communication
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Create task in Clio
Generates a new task
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Create person contact in Clio
Adds a new contact to the person database
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Update person contact in Clio
Updates contact information for a person
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Search person contact in Clio
Searches for a person contact
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Search contact by custom field in Clio
Locates and retrieves contacts using a custom field
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Create time entry (Activity) in Clio
Record and track time spent on a activity
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Update matter in Clio
Updates matter details with the latest information
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Create matter in Clio
Generates new matter
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Create matter note in Clio
Generates a note for new matters
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Create matter folder in Clio
Generates a folder for organizing matter
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Create calendar entry in Clio
Adds a new event to the calendar
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Search matter in Clio
Searches for a matter
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Create expense entry (Activity) in Clio
Record a new expense entry
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Search matter by custom field in Clio
Searches for a matter using a custom field
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Create company contact in Clio
Adds a new contact for a company into the company's contact list
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Update company contact in Clio
Updates contact information for company records
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Search company contact in Clio
Retrieves contact information for a company
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Search user in Clio
Searches for a user
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Search bill in Clio
Searches for a bill
Try it →

What can you automate with Clio + tawk.to?

Streamline your legal intake by connecting tawk.to customer chats directly to your Clio practice management workflows.

What you can automate?
🎯
Turn live chats into Clio matters automatically
Create a new Clio matter the moment a tawk.to ticket or chat is submitted. Eliminate manual data entry and start tracking billable hours faster.
📋
Capture every submitted chat field in Clio records
Map custom tawk.to chat form answers directly into Clio contact fields and matter notes instead of losing visitor details in chat logs.
🔔
Alert your legal team instantly on Slack
Send real-time notifications to your intake channel whenever a prospective client submits a high-priority tawk.to support ticket.
🔀
Route inquiries based on chat category
Send billing inquiries to QuickBooks and general legal inquiries to Clio based on the category selected in your tawk.to chat widget.
🔄
Keep client contact information synchronized
Update existing Clio person and company contacts automatically whenever a returning visitor updates their details in tawk.to.
🔍
Search and update existing contacts without duplicates
Check if a contact already exists in Clio before creating a new record, preventing duplicate entries from repeat tawk.to chats.
⏱️
Log consultation time entries when chats end
Record billable consultation activities in Clio automatically as soon as a live chat or support ticket session is completed.
📊
Extend your intake flow to Gmail and Slack
Combine Clio and tawk.to with Gmail and Slack to send client confirmation emails and team alerts in a single multi-step automation.
And much more...

Who is Clio + tawk.to integration for?

Legal practices, intake coordinators, and client service teams looking to eliminate manual data entry between live chat and practice management software.

Practice analytics managers
Practice analytics managers
Intake coordinators
Intake coordinators
Managing partners
Managing partners
Client service representatives
Client service representatives
Associate attorneys
Associate attorneys
Compliance officers
Compliance officers
📈
Practice analytics managers
You're reviewing intake metrics across your firm but your reporting dashboard only updates when someone manually exports tawk.to transcripts, so the conversion numbers you're optimising against are always a few hours behind — with this integration, every new chat record lands in your management platform instantly and your data stays current.
Intake coordinators
You manage live chat inquiries all day and have to re-type contact details into Clio by hand, so urgent prospective client requests sit waiting in your inbox while you copy records — automating both apps means every new ticket creates a matter and contact instantly, so you can respond to leads without delay.
⚖️
Managing partners
You answer to clients and partners who expect up-to-date matter records and immediate communication logs, but manual data entry leads to missed chat histories and fragmented files — connecting these apps means every conversation is documented in Clio automatically, ensuring complete oversight and accurate client files.
📞
Client service representatives
The chat volume on your website is too high for anyone to keep up by hand, resulting in lost inquiries and unrecorded client communications — this integration means every tawk.to ticket creates tasks and contact files in Clio without manual effort, letting your team handle high inquiry volumes effortlessly.
📝
Associate attorneys
You own the legal work that starts after intake and depend on administrative staff to hand over client chat notes, but details often get lost in transit between systems — automating both apps means client tickets become structured Clio matters instantly, giving you all the background you need to start billable work.
🗂️
Compliance officers
You need a reliable, uncompromised audit history of every client interaction and support ticket, but manual logging leaves frustrating gaps in your records — with this integration, every chat transcript and support ticket is logged accurately in Clio, providing a bulletproof compliance trail.
Our team

Ready Workflows 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 tawk.to + Clio

Build and manage your tawk.to + Clio automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect tawk.to + Clio with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
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
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
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?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Clio to tawk.to?
Frequently Asked Questions
You can connect Clio to tawk.to instantly using 1-click ready templates or ask Integrately AI to build the automation for your firm. It bridges live chat tickets directly into your legal practice management records alongside Gmail, Slack, and 1,500+ other apps.
Can I automatically create Clio matters from new tawk.to tickets?
Frequently Asked Questions
Can I connect Clio, tawk.to, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Clio and tawk.to?
Frequently Asked Questions
How does Clio handle contacts created from tawk.to chats?
Frequently Asked Questions
Can tawk.to chat transcripts be saved in Clio matter notes?
Frequently Asked Questions
Do I need coding skills to automate Clio and tawk.to?
Frequently Asked Questions
Is the Clio and tawk.to integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Clio or tawk.to With 1500+ Other Apps

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tawk.to
Popular tawk.to Integrations
Sync tawk.to with helpdesks, messaging apps, and marketing tools to capture customer conversations and follow up instantly.
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