Clio Integrations

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Automate legal workflows with Clio in Latenode. Sync client data, trigger document generation, and manage tasks based on case updates, avoiding manual data entry. Integrate Clio with other apps like email and payment gateways for streamlined legal process automation. Latenode’s visual editor makes building these flows simple.

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Hey there! Let me tell you about the amazing Clio app on Latenode. It's a game-changer for law firms looking to boost their productivity. Imagine automating tedious tasks, managing client intake like a pro, and keeping your documents perfectly organized. With this integration, you can securely access all your case and client information, track time effortlessly, and handle billing and invoicing without breaking a sweat. The best part? It helps you keep your clients happy while cutting down on operational costs.

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  • No time limit on Free plan

Clio

Connect Clio with any app

We are constantly expanding our platform by adding new app integrations (check our updates timeline).

If you need an app integration that is not available, you can request it in three ways below:

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Zapier

We're working on a page about this integration, but you can try it on Latenode right now — just Sign up and Start for Free!

Twitch

We're working on a page about this integration, but you can try it on Latenode right now — just Sign up and Start for Free!

Google drive

We're working on a page about this integration, but you can try it on Latenode right now — just Sign up and Start for Free!

Gravity Forms

We're working on a page about this integration, but you can try it on Latenode right now — just Sign up and Start for Free!

Google docs

We're working on a page about this integration, but you can try it on Latenode right now — just Sign up and Start for Free!

Google sheets

We're working on a page about this integration, but you can try it on Latenode right now — just Sign up and Start for Free!

Google calendar

We're working on a page about this integration, but you can try it on Latenode right now — just Sign up and Start for Free!

Google Analytics

We're working on a page about this integration, but you can try it on Latenode right now — just Sign up and Start for Free!

Gmail

We're working on a page about this integration, but you can try it on Latenode right now — just Sign up and Start for Free!

Github

We're working on a page about this integration, but you can try it on Latenode right now — just Sign up and Start for Free!

Giphy

We're working on a page about this integration, but you can try it on Latenode right now — just Sign up and Start for Free!

Calendly

We're working on a page about this integration, but you can try it on Latenode right now — just Sign up and Start for Free!

Amazon S3

We're working on a page about this integration, but you can try it on Latenode right now — just Sign up and Start for Free!

Zoom

We're working on a page about this integration, but you can try it on Latenode right now — just Sign up and Start for Free!

YouTube

We're working on a page about this integration, but you can try it on Latenode right now — just Sign up and Start for Free!

Stripe

We're working on a page about this integration, but you can try it on Latenode right now — just Sign up and Start for Free!

Strava

We're working on a page about this integration, but you can try it on Latenode right now — just Sign up and Start for Free!

Spotify

We're working on a page about this integration, but you can try it on Latenode right now — just Sign up and Start for Free!

Shopify

We're working on a page about this integration, but you can try it on Latenode right now — just Sign up and Start for Free!

Salesforce

We're working on a page about this integration, but you can try it on Latenode right now — just Sign up and Start for Free!

Reddit

We're working on a page about this integration, but you can try it on Latenode right now — just Sign up and Start for Free!

QuickBooks

We're working on a page about this integration, but you can try it on Latenode right now — just Sign up and Start for Free!

Paypal

We're working on a page about this integration, but you can try it on Latenode right now — just Sign up and Start for Free!

OpenAI ChatGPT

We're working on a page about this integration, but you can try it on Latenode right now — just Sign up and Start for Free!

MySQL

We're working on a page about this integration, but you can try it on Latenode right now — just Sign up and Start for Free!

Jira

We're working on a page about this integration, but you can try it on Latenode right now — just Sign up and Start for Free!

HubSpot

We're working on a page about this integration, but you can try it on Latenode right now — just Sign up and Start for Free!

TickTick

TickTick

We're working on a page about this integration, but you can try it on Latenode right now — just Sign up and Start for Free!

Tamtam

Tamtam

We're working on a page about this integration, but you can try it on Latenode right now — just Sign up and Start for Free!

OpenAI Image Generation

OpenAI Image Generation

We're working on a page about this integration, but you can try it on Latenode right now — just Sign up and Start for Free!

See what Clio can do in your workflows

Triggers set your workflows in motion, and actions bring results. Connect apps in endless ways and explore new possibilities with every integration.

What is Clio?

What is Clio

Clio is a legal practice management software designed for law firms of all sizes. It offers features such as client management, case management, time tracking, billing, and document management. Lawyers use Clio to streamline administrative tasks, collaborate with colleagues, and improve client communication, ultimately aiming to increase efficiency and profitability in their legal practices.

Integrating Clio with Latenode allows you to automate tasks such as creating new clients, updating case information, or generating invoices based on specific triggers. By combining Clio's legal management capabilities with Latenode’s visual builder and headless browser automation, you can build complex, multi-step workflows that go beyond simple integrations, including automated reporting and document processing with AI, all while benefiting from flexible, pay-per-compute pricing.

What are Clio Integrations?

What are Clio Integrations For?

Clio manages legal cases and client info. You can connect it to other tools to automate tasks. Operations, client management, and billing teams especially benefit from integrations. Connecting Clio reduces manual data entry and increases accuracy across systems.

Latenode helps you automate Clio workflows without code. Automate new client onboarding and send invoices. Create custom notifications and update project statuses. Latenode connects to 1000+ apps to streamline repetitive tasks. This frees your team to focus on important legal work.

  • CRM: Update client data in your CRM whenever new contacts are added in Clio.
  • Finance: Automatically generate invoices in your accounting software when cases close.
  • Marketing: Add new clients to email lists for newsletters and announcements.

Latenode allows conditional logic and parallel processing. Use built-in AI, web automation, and data transformation. You can create complex workflows with custom logic. Plus, affordable compute-based pricing avoids per-action limits.

How to Use Clio Integrations

Clio integrations allow you to automate legal tasks and data flows inside Latenode. Connect Clio to other apps for streamlined workflows. Trigger automations from new matters, contacts, or documents. Update other tools based on Clio events.

Here's How to Use Clio integration in Latenode:

  • Add Clio node: Find Clio in the integrations panel and add it to your workflow.
  • Connect account: Use your Clio credentials to authorize the connection.
  • Choose a trigger: Select an event that starts your automation, like a new matter.
  • Define actions: Pick what happens next, such as updating a spreadsheet.

This lets you build complete processes that connect your legal practice to key data. Send client information to accounting tools. Update project management apps based on matter status. Create custom notifications to update sales when legal agreements happen.

  • Data Accuracy: Ensure correct data across Clio and other systems.
  • Time Savings: Reduce manual data entry and repetitive tasks.
  • Improved Visibility: Connect legal work to wider business processes.
  • Customer Support: When a new ticket is created in Help Scout, a corresponding task is added to Clio, ensuring all support requests are tracked.
  • Marketing: New contacts in ActiveCampaign trigger the creation of new leads in Clio, allowing targeted campaign responses.
  • Finance: QuickBooks invoices update Clio, ensuring real-time synchronization of financial data.
  • Project Management: Update Asana tasks when Clio matters are updated, keeping project details synchronized.
  • HR: A new employee in BambooHR will create a new contact in Clio, centralizing employee legal data.

Best integrations for Clio

Best integrations for Clio 2025

These integrations give you extra control and automation options for your Clio data.

Google Sheets

Sync Clio data to Google Sheets. Create custom reports and dashboards using this data. Build a live view of clients, cases, or billing metrics. Use Latenode to schedule or trigger the data transfer.

Slack

Send Slack alerts for new Clio events. Post new client sign-ups or payment confirmations. Keep your team informed with instant updates. Control the messages sent to specific channels based on event details.

Gmail

Automatically create Clio tasks from new Gmail messages. Extract key details from client emails. Keep your team organized with automated task assignments. Use Latenode to watch for specific email subjects or senders.

Google Calendar

Keep Clio and Google Calendar synchronized. Create events in either app and reflect changes in the other. Avoid double-booking and keep everyone on schedule. Automate reminders for court dates or client meetings.

HubSpot

Connect Clio to HubSpot for marketing automation. Use Clio data to segment and personalize campaigns. Track lead sources and measure marketing ROI. Automatically update contact information in both systems.

DocuSign

Automate document workflows using Clio and DocuSign. Trigger signature requests directly from Clio matters. Automatically store signed documents back in Clio. Simplify contract management and reduce manual steps.

QuickBooks Online

Synchronize billing and payment data between Clio and QuickBooks. Ensure consistent financial records and accounting. Automate invoice generation and payment tracking. Streamline financial reporting processes.

Microsoft Outlook

Create Clio tasks from Outlook emails. Automatically log client communications. Track time spent on specific cases or projects. Maintain a centralized record of all interactions.

Airtable

Create flexible databases with Clio data. Visualize case progress with custom views and reports. Use Airtable as a client portal or internal knowledge base. Combine Clio data with other business data.

Twilio

Send SMS messages to clients from Clio. Automate appointment reminders or case updates. Track all client communication in one place. Improve client engagement and response rates.

  1. Slack. When a new case is created in Clio, send a notification to a dedicated Slack channel for faster team awareness.
  2. Google Sheets. Update a Google Sheet with client information from Clio when a new client is added, allowing for reporting.
  3. Mailchimp. Add new Clio contacts to a Mailchimp list to kick off tailored email marketing campaigns.
  4. QuickBooks. Create invoices in QuickBooks based on time entries logged in Clio, streamlining billing.
  5. HubSpot. Create or update HubSpot contacts when new clients are added to Clio, unifying sales and legal data.
  6. Calendly. When a Calendly event is booked, create a new contact in Clio if one doesn't exist.
  7. Jotform. Capture leads via Jotform forms and create corresponding contact records within Clio automatically.
  8. Docusign. Trigger a Docusign envelope to be sent when a matter reaches a specific stage in Clio.

FAQ for Clio

What kind of data can I store in Clio?

Clio lets you securely manage client information, case details, documents, communications, billing data, and much more. It's designed to organize all aspects of your law practice.

How can I automate tasks with Clio?

Using Latenode, you can create custom automation workflows with Clio. Automatically update client info, trigger billing actions, or send notifications based on specific events. Latenode connects Clio to other tools.

Where can I find my Clio account settings?

Your account settings are accessible by clicking on your profile picture or initials in the top right corner of the Clio interface. From there, you can manage your profile, notifications, and security.

Reviews

Discover User Insights and Expert Opinions on Automation Tools 🚀

Francisco de Paula S.
Web Developer Market Research
February 8, 2025

"Limitless automation integrations no matter what your use case. The AI javascript code generator node is a life saver, if you get to a pont in the automation the a tool or node is not yet created to interact with latenode, the AI node can make the interaction have by writing the code thats needed for the interaction with the specific tool, just describe what you need and the AI will make it happen, the more detailed explanation you give the best response you will get."

Charles S.
Founder Small-Business
January 3, 2025

"My new best kept secret! My favorite things about LateNode are the user interface and the code editor. Trust me, being able to write "some" of your own code makes a huge difference when you're trying to build automations quickly. It took me less than half the time and less frustration, to build an automation I tried to build in Make and n8n. Honestly, the code editor and the user interface are the best parts of using LateNode. If you want to build automations fast, write some of your own code. I tried building the same automation in Make and n8n and it took twice as long and was a lot more frustrating"

Sophia E.
Automation Specialist

Latenode is a cheaper but powerful alternative to the usual AI automation tools. It’s easy to use, even for beginners, thanks to its simple and intuitive interface. I only know the basics of Java, C++, and C, so when I saw the JavaScript option, I felt a bit nervous. Thankfully, the AI Copilot made everything much easier by guiding me step by step. I’ve spent weeks learning about Latenode on YouTube because it really caught my interest. Compared to other AI tools, I think this one is the better choice. Although Latenode is still new and in development, it has great potential to become the best tool on the market in the future.

Germaine H.
Founder Information Technology
December 21, 2024

What I liked most about Latenode compared to the competition is that I did have the ability to write code and create custom nodes. Most other platforms are strictly no-code, which for me really limited what I could create with my scenarios. I also liked the AI function to assist with writing code. It has been years since I wrote anything besides a simple script, so it was good to have some assistance within the platform when needed.

Islam B.
CEO Computer Software
December 15, 2024

AI Nodes are amazing. You can use it without having API keys, it uses Latenode credit to call the AI models which makes it super easy to use. - Latenode custom GPT is very helpful especially with node configuration

Long N.
CEO, Software
October 25, 2024

I love this app! Completely perfect trial, I hope you guy can grow more. I love how they support users, in my case, there is a bug that make my own logics didn't work, but they support ASAP, fix the bug very soon, I want this app to grow!

Petar V.
CEO, Computer Software
October 25, 2024

Best low code tool on market!! I am just starting my journey deeper but for time now this tool is excellent and it is far most better then make.com. I especially like the ease of use and the fact that for Google services, there's no need to manually go to the API or the Google console to look for the Client ID and similar things. For now evertyhing is perfectly fitted to my needs

John T.
Marketing and Advertising, Self-employed
May 31, 2024

Affordable Automation with Robust Features – I've been using Latenode for over a month now, and I already prefer it over more popular options like Zapier, Pabbly, or Make. The biggest advantage of Latenode is its significantly lower automation costs, all while maintaining the same robust features. The only downside is the limited integrations, but that's understandable given that it's a newer player in the market. Overall, Latenode offers excellent value and has quickly become my go-to for automation needs. Significantly lower automation costs compared to Zapier, Pabbly, and Make Maintains the same robust features as more popular platforms Excellent value for money. Limited integrations due to being a newer player in the market

Hemanth Kumar B.
Automation Expert
July 25, 2024

Relaible alternative to Zapier and Make with Extended Functionality -JS Node, Headless Browser, AI Assistant. Ease of use and Support Quality

Hoang T.
Education Management
September 5, 2024

Latenode and their support team have been great and responsive in providing my team with support in creating a workflow where our data from Google Sheet Form Submissions will take the users that submitted the form and then use our OpenAI API to create newsletters to send to them. Latenode's price point and use of credits through execution time allows it to be a cheaper alternative to Zapier or Make. Drag and drop modules give it a familiar experience when compared to its competitors and get the same job done at a cost-effective price.

Livia F.
Owner and Developer Computer Software
November 8, 2024

I am being able to reduce the time of building my backend and still have low costs. The other platforms are way more expensive. And its always easier to measure the expenses of a scenario with  Latenode. The customer suppost always respond super fast.

Christian Jade Yap Samson
@ChristianJade
April 6, 2024

You must try it! 🔥 I've been blown away by Latenode's ease of use and affordability. As someone who's currently testing it out, I can honestly say it's exceeded my expectations at every turn. The platform itself is incredibly intuitive. They've struck a perfect balance between no-code and low-code functionality, making it accessible for beginners but powerful enough for complex automations. The best part? During my testing phase, I haven't encountered a single error. Everything has run smoothly and exactly as intended. Latenode is a game-changer for anyone looking to streamline their workflows without breaking the bank. It's a must-try for anyone looking to boost their productivity.

Hoang
@Hoang
September 6, 2024

Latenode, awesome support from the team and automation 🚀 Latenode and their support team have been great and responsive in providing my team with support in creating a workflow where our data from Google Sheet Form Submissions will take the users that submitted the form and then use our OpenAI API to create newsletters to send to them. Their price point and use of credits through execution time allows it to be a cheaper alternative to Zapier or Make. Drag and drop modules give it a familiar experience when compared to its competitors and get the same job done at a cost-effective price.

Leland Best
@Leland_Best
April 1, 2024

Finally found what I was looking for...Even before seeing what was under the hood and meeting face to face with Daniel (CMO), I was already impressed with the business model compared to the others. As someone who's been marketing software products for over 2 decades, and a user of all things automation (to some extent or another) such as Zapier, Pabbly, n8n, and Active Pieces; I felt compelled to go right for a partnership deal with these guys. It was kind of a no-brainer. Looking forward to building some incredible automations for businesses around the world with this team.

Celiker Atak
@Celiker_Atak
April 15, 2024

Latenode is a powerful automation tool. Zapier is a powerful automation tool that can help businesses of all sizes save time and money. It's easy to use, even for those with no coding experience, and it can connect hundreds of different apps and services. However, it can be expensive for some users, and it can be difficult to troubleshoot when things go wrong.The best part of the application is that it is a cheaper system compared to other platforms 🔥

Wael Esmair
@Wael_Esmair
March 21, 2024

Latenode is an extremely impressive product! Latenode's support for custom code has allowed us to tailor automation solutions precisely to our (and our clients) needs. The platform is super flexible and we are very excited to see what other non-typical use cases we can implement using their product. Support is very helpful and it's nice to know that we have a whole community to lean on.

Ryan
@Ryan
April 29, 2024

Latenode A Great Choice For Low Code. I have been working with Latenode for about 5 months moving some flows from other services. The move has been great and the team is very responsive when help was needed to learn the new system. Their pricing is better than I have seen anywhere else 🔥

Hammad Hafeez
@HammadHafeez
July 10, 2024

Latenode is Hero 🚀 Latenode blows away the competition with its unbeatable services: 99% uptime automations, affordable pricing saves me money, and the user-friendly interface keeps things running smooth plus for complex tasks, I can add custom code and headless browser automation. Forget Zapier, Latenode is my new workflow automation!

Srivamshi
@Srivamshi
April 29, 2024

Latenode = budget-friendly automation hero. Does everything I need, simple interface, great value. Ditch the expensive options! 😀

Doug
@Doug
March 6, 2024

Beginning of Great Things. They're new, but doing an excellent job providing a very serious alternative to their competition. As a beginner, Latenodes documentation, templates and affiliate connections are all helpful to get your flow ideas started. Very friendly to communicate with and looking forward to their success 🚀

Stockton F.
@stockton_fisher
March 11, 2024

I honestly love how Latenode has approached automation. The "low-code" approach is perfect for my needs. I'm not a developer, but with the help of their AI helper I can get cool stuff done very quickly! For most of the time, the beautiful drag-n-drop canvas gets the job done very efficiently. I also love their method of creating your own "connectors" using nodules. Makes it very easy to re-use custom connection nodes in other scenarios. The pricing also makes a lot of sense if you're doing "less" but "longer running" processes.

Sri Vamshi
April 29, 2024

Latenode is a hidden gem! If you use Zapier for automation, check this out. Super similar features but way, WAY more affordable. The free plan is generous, and it's easy to set up workflows even if you're not tech-savvy. Perfect for small businesses or anyone wanting to simplify their life with automation on a budget. Highly recommend!

Mike Kirshtein
Founder & Leadership at Audax Group
March 5, 2024

Latenode has replaced Zapier and Make⚡️ Our business requires us to send lots of webhooks every day and we need a reliable service that's easy on the pockets and that's Latenode.

Mohamad Eldeeb
@mohamad_eldeeb
April 10, 2024

Really good solution to automate anything with any API ! Nice integration of AI.

Loïc Pipoz
@LoïcPipoz
February 23, 2024

Really good solution to automate anything with any API ! Nice integration of AI. Would love if launching service on AWS EU !! 🔥

Chandresh Yadav
@ChandreshYadav
July 7, 2024

Works fine cheaper then Zapier! 💸

Nabil Narin
@NabilNarin
July 6, 2024

Latenode overall are great! 🚀 Its great to see latenode because it offers cheaper price and also the platform are easy to navigate and not to steep for learning but maybe the documentation should be updated. everything else are perfect!

Carlos Jimenez
@CarlosJimenez
August 28, 2024

Best automation tool for the price. The price model is excellent for complex automation. The integrations are dev friendly and the Code optiones are a life saver. I think this software is a incredible product with an awesome future 🚀

Clio integrations: Where they work best and how to use them

  • Customer Support: When a new ticket is created in Help Scout, a corresponding task is added to Clio, ensuring all support requests are tracked.
  • Marketing: New contacts in ActiveCampaign trigger the creation of new leads in Clio, allowing targeted campaign responses.
  • Finance: QuickBooks invoices update Clio, ensuring real-time synchronization of financial data.
  • Project Management: Update Asana tasks when Clio matters are updated, keeping project details synchronized.
  • HR: A new employee in BambooHR will create a new contact in Clio, centralizing employee legal data.

Top 8 Clio integrations for 2025

  1. Slack. When a new case is created in Clio, send a notification to a dedicated Slack channel for faster team awareness.
  2. Google Sheets. Update a Google Sheet with client information from Clio when a new client is added, allowing for reporting.
  3. Mailchimp. Add new Clio contacts to a Mailchimp list to kick off tailored email marketing campaigns.
  4. QuickBooks. Create invoices in QuickBooks based on time entries logged in Clio, streamlining billing.
  5. HubSpot. Create or update HubSpot contacts when new clients are added to Clio, unifying sales and legal data.
  6. Calendly. When a Calendly event is booked, create a new contact in Clio if one doesn't exist.
  7. Jotform. Capture leads via Jotform forms and create corresponding contact records within Clio automatically.
  8. Docusign. Trigger a Docusign envelope to be sent when a matter reaches a specific stage in Clio.

FAQ about Clio

What kind of data can I store in Clio?

Clio lets you securely manage client information, case details, documents, communications, billing data, and much more. It's designed to organize all aspects of your law practice.

How can I automate tasks with Clio?

Using Latenode, you can create custom automation workflows with Clio. Automatically update client info, trigger billing actions, or send notifications based on specific events. Latenode connects Clio to other tools.

Where can I find my Clio account settings?

Your account settings are accessible by clicking on your profile picture or initials in the top right corner of the Clio interface. From there, you can manage your profile, notifications, and security.