Latenode

Clio and Cloze integration

Automate Clio + Cloze workflows

Sync client data seamlessly between Clio and Cloze to automate lead management, streamline communications, and keep your legal practice organized without manual data entry across platforms.

Free plan availableNo credit cardDeploy in 5 min

Capabilities

Triggers & Actions

Every event and operation available when connecting Clio and Cloze — from both apps.

Setup

Connect both apps in 3 steps

No developer needed. From credentials to live workflow in under 10 minutes.

01

Connect Clio

Authenticate Clio in Latenode's Credentials panel. You'll need access to your Clio account and permissions to create connections.

02

Connect Cloze

Add Cloze credentials (OAuth or API key, depending on the app). Latenode stores credentials securely and never saves your passwords.

03

Build and go live

Pick a trigger and an action, test with real data, then toggle your workflow to Live — done.

Build your Clio + Cloze automation

Choose a trigger and an action to build your workflow.

When this happens in Clio...

...do this in Cloze

Or

Describe your automation — press Build to open it in the editor.

FAQ

Common questions

Can't find what you need? Contact support →

Yes! Latenode provides a native integration between Clio and Cloze. You can connect them in minutes using our visual workflow builder — no coding required.

Use cases

Explore each app

Start from either hub, then mix triggers and actions with the rest of your stack.

Clio is a cloud-based legal practice management software designed to streamline the operations of law firms. It provides tools for case management, document management, time tracking, billing, and client collaboration. With Clio, users can organize their cases, automate billing processes, and enhance client communication, all from one intuitive platform. The software integrates with various applications, allowing legal professionals to optimize their workflow and focus on providing exceptional service to their clients.

Learn more

About Cloze

Cloze is a powerful relationship management platform designed to help individuals and teams organize and grow their professional connections. With its intelligent automation, Cloze seamlessly consolidates information from emails, social media, and apps, allowing users to track interactions and set reminders for important follow-ups. The platform’s intuitive interface features customizable pipelines and a mobile app, enabling users to manage their contacts and activities efficiently from anywhere. Cloze empowers users to nurture relationships and stay organized, ensuring they never miss an opportunity.

Learn more

Start automating Clio + Cloze today

Join 14,000+ teams who use Latenode to build powerful, reliable automations — without writing a line of code.

Free plan · No credit card · 5-minute setup