Clio Pricing, Features, Integrations and Alternatives

Clio Overview

What is Clio?

Clio is a tool in the CRM, Billing And Invoicing and Legal Case Management categories.

Clio Alternatives

What are Clio alternatives?

Sellsy, Axonaut, HoneyBook and Amberlo are the most popular alternatives to Clio. Legal Case Management, CRM, Accounting and Payment Processing are the most popular app categories among Clio's alternatives.

We have compiled a list of 35 Clio competitors so that you can choose the right tool.

Clio integrations

Which tools can be integrated with Clio?

Google Docs, FreshBooks, Box, Google Drive, Evernote, and Toggl are the most popular tools that Clio integrates with.

Most often, Clio is integrated with tools from Cloud Storage, Emails, and Documents categories.

Zapier, Integrately, Pipedream and Pabbly-connect are the most popular workflow automation services with built-in connectors between Clio and other tools.

Explore a list of popular 60 tools that integrate with Clio.

Clio Triggers and Actions

  • Clio

    New matter

    Triggers when a new matter is created.

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  • Clio

    New contact

    Triggers when a new contact is created.

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  • Clio

    New task

    Triggers when a new task is created.

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  • Clio

    New activity

    Triggers when a new activity is created.

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  • Clio

    Matter status updated

    Triggers when the status of a matter has changed.

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  • Clio

    Task status updated

    Triggers when the status of a task has changed.

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  • Clio

    Create person contact

    Creates a person contact.

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  • Clio

    Create task

    Creates a new task.

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  • Clio

    Create matter

    Creates a new matter.

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  • Clio

    Upload document to matter

    Upload document to matter.

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  • Clio

    Find person contact

    Find a person contact by ID, name, title, email address, address, phone number, web site, instant messenger, custom fields, related matter name, or company name matching a given string.

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  • Clio

    Create communication

    Creates a new communication.

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Go to integrations page to view all Clio Triggers and Actions

Frequently Asked Questions

What are Clio's top competitors?

Sellsy, Axonaut, and HoneyBook are the most popular alternatives to Clio.

What apps integrate with Clio

Google Docs, FreshBooks, Box, Google Drive, Evernote, and Toggl are the most popular tools that Clio integrates with.

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