Clio and HighLevel integration
Automate Clio + HighLevel workflows
Connect Clio and HighLevel to automate case management and client communications. Sync leads, matters, and client data between platforms, trigger workflows from case updates, and streamline your legal practice operations with intelligent automation.
Capabilities
Triggers & Actions
Every event and operation available when connecting Clio and HighLevel — from both apps.
Bills Events (Instant)
Calendar Entries Events (Instant)
Communications Events (Instant)
Contacts Events (Instant)
Documents Events (Instant)
Setup
Connect both apps in 3 steps
No developer needed. From credentials to live workflow in under 10 minutes.
Connect Clio
Authenticate Clio in Latenode's Credentials panel. You'll need access to your Clio account and permissions to create connections.
Connect HighLevel
Add HighLevel credentials (OAuth or API key, depending on the app). Latenode stores credentials securely and never saves your passwords.
Build and go live
Pick a trigger and an action, test with real data, then toggle your workflow to Live — done.
Build your Clio + HighLevel automation
Choose a trigger and an action to build your workflow.
When this happens in Clio...
...do this in HighLevel
Describe your automation — press Build to open it in the editor.
Yes! Latenode provides a native integration between Clio and HighLevel. 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.
About Clio
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 moreAbout HighLevel
HighLevel is an all-in-one marketing platform designed to empower agencies and small businesses by providing tools for CRM, email marketing, automation, landing pages, and scheduling. Streamline your client management with a user-friendly interface that integrates messaging and follow-ups, enabling you to nurture leads effectively. Optimize your marketing efforts with customizable templates and analytics to drive results and increase efficiency in your campaigns. HighLevel simplifies the complex aspects of marketing, making it easier for businesses to grow and succeed.
Learn moreStart automating Clio + HighLevel today
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