Latenode

Clio and Microsoft Teams integration

Automate Clio + Microsoft Teams workflows

Connect Clio and Microsoft Teams to automate case updates, sync client communications, and streamline legal workflows. Build multi-step integrations using triggers and actions to keep your team aligned and boost productivity without manual data entry.

Free plan availableNo credit cardDeploy in 5 min

Capabilities

Triggers & Actions

Every event and operation available when connecting Clio and Microsoft Teams — 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 Microsoft Teams

Add Microsoft Teams 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 + Microsoft Teams automation

Choose a trigger and an action to build your workflow.

When this happens in Clio...

...do this in Microsoft Teams

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 Microsoft Teams. 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 Microsoft Teams

Microsoft Teams is a collaboration platform that integrates chat, video meetings, file storage, and application integration in a single workspace. Designed for enhanced teamwork, it allows users to communicate seamlessly through instant messaging and video calls, while facilitating real-time collaboration on documents. With customizable teams and channels, Teams enables organizations to organize projects effectively and maintain productivity with built-in tools such as task management and file sharing.

Learn more

Start automating Clio + Microsoft Teams 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