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.