Clio + TMetric Integration

Integrate Clio to TMetric in one click, or tell Integrately AI how you want each task handled. Track billable hours, update matters, manage projects, and log activities automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
  • TMetric
    Task is created in TMetric
  • TMetric
    Task is completed in TMetric
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
  • TMetric
    Create task in TMetric
  • TMetric
    Create time entry in TMetric
  • TMetric
    Start timer in TMetric
  • TMetric
    Stop timer in TMetric
  • TMetric
    Create client in TMetric
  • TMetric
    Create project in TMetric

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Ready Workflows Ready Workflows for Clio + TMetric Integration

Track matter time, create projects, log activities, update client accounts, and manage billable hours, all in just one click.

Most popular automationmost-popular-automations
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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 + TMetric flow

Connect document storage, accounting, team communication, and scheduling tools to extend your legal workflow. Pick a combination and activate it in one click.

Clio
TMetric
+
Google DriveGoogle Drive (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
SlackSlack (3)
+
GmailGmail (3)
+
CalendlyCalendly (3)
+
DocuSignDocuSign (3)
C
G
T
Save every new Clio document to your Google Drive storage and log a time entry in TMetric.
Clio documents are instantly saved to Google Drive and recorded in TMetric without manual exporting.
C
T
G
Create a TMetric project for every new Clio matter and store its assets in Google Drive.
New Clio matters automatically set up a dedicated TMetric project and Google Drive folder.
T
C
G
Log every completed TMetric task in Google Drive and update the corresponding Clio task.
Completed TMetric work updates your Clio records and archives summary notes in Google Drive.

Supported triggers and actions for Clio and TMetric

Mix and match to build the exact automation you need

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
Try it →
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
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TMetric
TMetric Triggers & Actions
Task is created in TMetric
Triggers the automation when a new task is created
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Task is completed in TMetric
Triggers the automation when any task is completed
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Create task in TMetric
Creates a new task
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Create time entry in TMetric
Creates a new time entry without manual input
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Start timer in TMetric
Initiates a countdown or stopwatch for tracking time
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Stop timer in TMetric
Stops the timer countdown
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Create client in TMetric
Generates a new client profile
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Create project in TMetric
Creates a new project
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What can you automate with Clio + TMetric?

Streamline your legal practice management and time tracking with powerful automated workflows.

What you can automate?
⏱️
Sync time entries from Clio tasks to TMetric automatically
Capture billable hours and task updates instantly as work is completed. Eliminate manual time sheet entries and ensure every minute is accounted for.
📁
Capture every submitted matter detail and custom field
Map complete case parameters from Clio into TMetric projects. Keep all client metadata aligned across your practice management stack.
🔔
Notify your legal team instantly on Slack or Gmail
Alert attorneys and staff the moment new matters or tasks are created. Keep communication flowing without manual check-ins.
🔀
Route tasks and projects based on specific matter criteria
Trigger different workflows depending on the practice area, task status, or custom field submitted in Clio.
🔄
Keep matter statuses and project timelines up to date
Automatically update project milestones in TMetric whenever matter statuses change in Clio. Maintain perfect operational visibility.
👥
Create clients and contacts without duplicate entries
Ensure new contacts created in Clio automatically populate client lists in TMetric. Prevent redundant data entry across your systems.
📋
Handle later status changes like task completion and billing
Trigger automated updates in TMetric when bills are updated or tasks are completed in Clio. Close out workflows effortlessly.
🔗
Extend your workflow with Google Drive or QuickBooks Online
Connect your core Clio and TMetric flow to accounting and storage apps to build comprehensive multi-step legal pipelines.
And much more...

Who is Clio + TMetric integration for?

Legal professionals, firm administrators, and remote teams managing client matters and billable hours benefit from seamless tracking across Clio and TMetric.

Managing partners
Managing partners
Practice managers
Practice managers
Client account leads
Client account leads
Billing specialists
Billing specialists
Paralegals and legal assistants
Paralegals and legal assistants
Compliance officers
Compliance officers
📈
Managing partners
You review firm performance reports and financial summaries every week, but your time tracking and matter records are always out of sync because staff log hours manually — this integration means every billable hour and matter update flows instantly so your revenue dashboards are always current.
Practice managers
You need to assign new casework and track team capacity immediately, but you find out about bottlenecks hours later when updates are finally typed in — automating both apps means new matters automatically spin up projects and alert your team the moment work begins.
🤝
Client account leads
You answer to demanding corporate clients who request detailed progress reports on active legal matters, but piecing together hours and documents takes hours of digging — connecting these apps means every time entry and task status update compiles automatically for transparent reporting.
📊
Billing specialists
The volume of daily time entries and client invoices is too high for anyone to keep up by hand without introducing costly billing errors — with this integration, every time entry and matter activity syncs cleanly across platforms without manual re-entry.
⚖️
Paralegals and legal assistants
You own the next step in document preparation and depend on attorneys to hand over task requirements upstream, leading to constant delays — this integration means task updates and file creations trigger your workflows instantly without waiting for verbal check-ins.
🗂️
Compliance officers
You need a reliable audit history of every client interaction and matter modification, but manual record-keeping keeps leaving gaps in your timeline — automating both apps means every communication and task change is logged with absolute precision.
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 Clio + TMetric

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

1,500+ apps connected
1,500+ apps connected
Connect Clio + TMetric 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Clio to TMetric?
Frequently Asked Questions
You can connect Clio to TMetric instantly using 1-click ready workflows or ask Integrately AI to build custom automations linking Clio and TMetric with Google Drive, Slack, and 1,500+ other apps.
Can I automatically create a TMetric time entry when a task is created in Clio?
Frequently Asked Questions
Can I connect Clio, TMetric, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Clio and TMetric?
Frequently Asked Questions
How does Clio handle task and matter updates in automation?
Frequently Asked Questions
Can TMetric task completions trigger updates in Clio?
Frequently Asked Questions
Do I need coding skills to automate Clio and TMetric?
Frequently Asked Questions
Is the Clio and TMetric integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Clio or TMetric With 1500+ Other Apps

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