Connect Clio Manage integrations
Unclutter your legal practice by automating Clio Manage to coordinate active cases and client documents. Connecting this system to our workflow automation tool lets you instantly create billing records, track court dates, and dispatch secure invoices. Sign up for a free account today to start building your first automated case pipeline.
Clio Manage
This app is supported and maintained by Make.
Triggers and actions
Developed, supported and maintained by community users.
Connect any app with
Clio Manage
Popular Clio Manage workflows
Integrate Clio Manage with Make. Automate your legal workflows, sync data, and simplify your daily tasks.
Add new Toggl time entries to Clio Manage as activities
Make will watch for new Toggl time entries at regular intervals and create Clio Manage activities using information received.
Create Clio Manage matters from new Google Forms responses
Make will watch for new Google Forms responses at regular intervals, create a contact in Clio Manage, then create a matter using information received.
Create Todoist tasks from new Clio Manage matters
Every time there is a new matter in Clio Manage, Make will automatically create a new task in Todoist using information received.
Boost Firm Productivity: Integrate and Automate Clio Manage with Make
By integrating Clio Manage with Make, you can automate client intake, sync billable hours, and instantly update tasks. Connect Clio Manage to other apps to eliminate manual data entry and save hours daily.
Accurate and Effortless Time Tracking
Automatically sync your tracked time from external tools directly into Clio Manage to ensure every billable hour is captured without manual data entry.
Simplified Task Management
Automatically generate tasks in your favorite to-do lists and project management apps whenever a new legal matter is created.
.avif)
Streamlined Client Intake
Instantly convert online form submissions into new Clio Manage contacts and matters, saving valuable administrative time.
Hassle-Free Client Communication
Keep your marketing lists automatically updated by sending new Clio Manage contacts directly to your email marketing platforms.
Support
FAQs
How do I get started with Make?
Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.
What is a scenario?
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
What is a module?
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
What is mapping?
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.