About Clio
Clio is a tool in the CRM, Billing And Invoicing and Legal Document Management categories.
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Clio Alternatives
HoneyBook, Sellsy, and FreshBooks are the most popular alternatives to Clio.
Legal Case Management, CRM and Accounting are the most popular app categories among Clio alternatives.
Clio integrations
Which tools can be integrated with Clio?
Box, Microsoft Outlook, Email, Toggl, Gmail, and Google Contacts 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 25 tools that integrate with Clio.
Clio Triggers and Actions
New matter
Triggers when a new matter is created.
triggerbyzapierpabbly-connectNew contact
Triggers when a new contact is created.
triggerbyzapierpabbly-connectNew calendar entry
Triggers when a new calendar entry is created.
triggerbyzapierpabbly-connectTask status updated
Triggers when the status of a task has changed.
triggerbyzapierNew task
Triggers when a new task is created.
triggerbyzapierpabbly-connectNew document
Triggers when a new document is created.
triggerbyzapierpabbly-connect
Create person contact
Creates a person contact.
actionbyzapierintegratelypabbly-connectCreate matter
Creates a new matter.
actionbyzapierintegratelypabbly-connectUpload document to matter
Upload document to matter.
actionbyzapierFind person contact
Find a person contact by first name, last name, email or phone number.
actionbyzapierCreate task
Creates a new task.
actionbyzapierCreate calendar entry
Creates a new calendar entry.
actionbyzapierintegrately
Popular Automation Scenarios using Clio
Frequently Asked Questions
What are Clio's top competitors?
- HoneyBook, Sellsy, and FreshBooks are the most popular alternatives to Clio.
What apps integrate with Clio
- Box, Microsoft Outlook, Email, Toggl, Gmail, and Google Contacts are the most popular tools that Clio integrates with.