Latenode

Clio and Process Street integration

Automate Clio + Process Street workflows

Connect Clio and Process Street with powerful automation workflows. Sync legal cases with checklists, automate document workflows, and streamline client onboarding. Build multi-step integrations using triggers and actions to eliminate manual data entry and keep teams aligned.

Free plan availableNo credit cardDeploy in 5 min

Capabilities

Triggers & Actions

Every event and operation available when connecting Clio and Process Street — 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 Process Street

Add Process Street 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 + Process Street automation

Choose a trigger and an action to build your workflow.

When this happens in Clio...

...do this in Process Street

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 Process Street. 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 Process Street

Process Street is a powerful workflow management platform that enables teams to create, track, and optimize their processes through structured checklists and templates. With features like automation, integrations, and real-time collaboration, Process Street helps streamline tasks and improve productivity by ensuring standard operating procedures are followed consistently. Users can easily design workflows, assign tasks, and analyze performance metrics to enhance efficiency across the organization.

Learn more

Start automating Clio + Process Street 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