Clio + TMetric Integration

Connect Clio to TMetric - Automate your workflows in 1-click

Make use of Clio automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Make use of TMetric automations to track your progress towards goals, receive motivational nudges, and visualize your achievements. And automate all the repetitive tasks between Clio & TMetric using Integrately.

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Ready Workflows For Clio + TMetric Integration

Just click on the workflow you want to automate

Create TMetric Task for new Clio Task

Activate

When Contact is created in Clio, create Task in TMetric

Activate

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Create Your Own Clio & TMetric Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Contact is created in Clio
Triggers the automation whenever a new contact is created
Instant
Task is created in Clio
Triggers the automation whenever a new task is created
Instant
Matter is created in Clio
Triggers the automation whenever a new matter is created
Instant
Communication is created in Clio
Triggers the automation whenever a new communication is created
Instant
Bill state is updated in Clio
Triggers the automation whenever a bill state has been updated
Instant
Task status has updated in Clio
Triggers the automation whenever a Task status has been updated
Instant
Calendar entry is created in Clio
Triggers the automation whenever a new calendar entry is created
Instant
Matter status has updated in Clio
Triggers the automation whenever the status of a particular matter is updated
Instant
Matter note is created in Clio
Triggers the automation whenever a new note is added to any matter
Activity is created in Clio
Triggers the automation whenever a new activity is created
Instant
New bill is created in Clio
Triggers the automation whenever a new bill is raised
Instant
Document is created in Clio
Triggers the automation whenever a new document is created
Task is created in TMetric
Triggers the automation whenever a new task is created
Task is completed in TMetric
Triggers the automation whenever any task is completed

Create person contact in Clio
Automatically adds a new contact to the person database
Update person contact in Clio
Automatically updates contact information for a person
Search person contact in Clio
Automatically searches for a person contact
Search contact by custom field in Clio
Automatically locate and retrieve contacts using a custom field
Create time entry (Activity) in Clio
Automatically record and track time spent on a activity
Update matter in Clio
Automatically updates matter details with the latest information
Create matter in Clio
Automatically generates new matter
Create matter note in Clio
Automatically generates a note for new matters
Create matter folder in Clio
Automatically generates a folder for organizing matter
Create calendar entry in Clio
Automatically adds a new event to the calendar
Search matter in Clio
Automatically searches for a matter
Create expense entry (Activity) in Clio
Automatically record a new expense entry
Search matter by custom field in Clio
Automatically searches for a matter using a custom field
Create company contact in Clio
Automatically adds a new contact for a company into the company's contact list
Update company contact in Clio
Automatically updates contact information for company records
Search company contact in Clio
Automatically retrieves contact information for a company
Search user in Clio
Automatically searches for a user
Search bill in Clio
Automatically searches for a bill
Create task in TMetric
Automatically creates a new time entry without manual input
Create time entry in TMetric
Automatically initiates a countdown or stopwatch for tracking time
Start timer in TMetric
Automatically stops the timer countdown
Stop timer in TMetric
Create client in TMetric
Automatically creates a new project
Create project in TMetric
Automatically creates a new task

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Integrate Clio & TMetric In 1 Click
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Want to automate something else in your workflow?

You Can Also Connect Clio or TMetric 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

TMetric is a full-featured time tracker software for freelancers and remote teams. It's packed with features, including automatic tracking, quick billing, expense tracking, team management, project management and more.

See TMetric Integrations