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.

1
HoneyBook

A business management SaaS designed for small business

3
FreshBooks

Accounting software for SMB

4
Case Master Pro

Legal Case Management

5
MyCase

Legal Case Management

6
Amberlo

Legal Case Management

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

  • 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 calendar entry

    Triggers when a new calendar entry is created.

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  • Clio

    Task status updated

    Triggers when the status of a task has changed.

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  • Clio

    New task

    Triggers when a new task is created.

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  • Clio

    New document

    Triggers when a new document is created.

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  • Clio

    Create person contact

    Creates a person contact.

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  • Clio

    Create matter

    Creates a new matter.

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    actionbyzapierintegratelypabbly-connect
  • Clio

    Upload document to matter

    Upload document to matter.

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  • Clio

    Find person contact

    Find a person contact by first name, last name, email or phone number.

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  • Clio

    Create task

    Creates a new task.

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  • Clio

    Create calendar entry

    Creates a new calendar entry.

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    actionbyzapierintegrately

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.