Acuity Scheduling + Clio Integration

Integrate Acuity Scheduling to Clio in one click, or tell Integrately AI how you want each appointment handled. Track billable time, create matters, update client records, and manage your legal workflow automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Acuity Scheduling
    Appointment is scheduled in Acuity Scheduling Instant
  • Acuity Scheduling
    Appointment is scheduled (with filters) in Acuity Scheduling
  • Acuity Scheduling
    Appointment is rescheduled in Acuity Scheduling Instant
  • Acuity Scheduling
    Appointment is canceled in Acuity Scheduling Instant
  • Acuity Scheduling
    Order is completed in Acuity Scheduling Instant
  • Clio
    Contact is created in Clio Instant
  • Clio
    Task is created in Clio Instant
  • Clio
    Matter is created in Clio Instant
  • Clio
    Communication is created in Clio Instant
  • Clio
    Bill state is updated in Clio Instant
  • Clio
    Task status has updated in Clio Instant
  • Clio
    Calendar entry is created in Clio Instant
  • Clio
    Matter status has updated in Clio Instant
  • Clio
    Matter note is created in Clio
  • Clio
    Activity is created in Clio Instant
  • Clio
    New bill is created in Clio Instant
  • Clio
    Document is created in Clio
Arrow Right
2.
  • Acuity Scheduling
    Search appointment using client info in Acuity Scheduling
  • Acuity Scheduling
    Get appointment by id in Acuity Scheduling
  • Acuity Scheduling
    Create appointment in Acuity Scheduling
  • Acuity Scheduling
    Reschedule appointment in Acuity Scheduling
  • Acuity Scheduling
    Cancel appointment in Acuity Scheduling
  • Acuity Scheduling
    Customize block off time in Acuity Scheduling
  • Acuity Scheduling
    Add package code in Acuity Scheduling
  • Acuity Scheduling
    Add coupon code in Acuity Scheduling
  • Clio
    Search task by name in Clio
  • Clio
    Create task in Clio
  • Clio
    Create communication in Clio
  • Clio
    Update task in Clio
  • Clio
    Upload document in Clio
  • Clio
    Assign task template list to matter in Clio
  • Clio
    Create person contact in Clio
  • Clio
    Update person contact in Clio
  • Clio
    Search person contact in Clio
  • Clio
    Search contact by custom field in Clio
  • Clio
    Create time entry (Activity) in Clio
  • Clio
    Update matter in Clio
  • Clio
    Create matter in Clio
  • Clio
    Create matter note in Clio
  • Clio
    Create matter folder in Clio
  • Clio
    Create calendar entry in Clio
  • Clio
    Search matter in Clio
  • Clio
    Create expense entry (Activity) in Clio
  • Clio
    Search matter by custom field in Clio
  • Clio
    Create company contact in Clio
  • Clio
    Update company contact in Clio
  • Clio
    Search company contact in Clio
  • Clio
    Search user in Clio
  • Clio
    Search bill in Clio

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Acuity Scheduling + Clio Integration

Capture client bookings, create legal matters, update contact records, log communications, and schedule tasks, all in just one click.

Most popular automationsmost-popular-automations
Acuity Scheduling + Clio Integration

Create Clio contact from new Acuity Scheduling order

As an online store owner, you're likely using Acuity Scheduling to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Acuity Scheduling with Clio? This integration will allow you to automatically create a contact for each new order in Clio.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
See more
Acuity Scheduling + Clio Integration

Create Clio task for new Acuity Scheduling appointment

Creating task in Clio is a great way to keep track of task that need to be completed when an appointment is created in your Acuity Scheduling account.

With the help of this integration, when an appointment is created, a task will be automatically created in Clio and will include the details of the appointment (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new appointment. You can then simply assign the task to someone on your team and they can get started!
See more
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Acuity Scheduling + Clio flow

Sync your legal workflows with storage, email, messaging, and finance tools to keep your practice running smoothly. Pick a combination and activate it in one click.

Acuity Scheduling
Clio
+
Google DriveGoogle Drive (8)
+
GmailGmail (8)
+
SlackSlack (8)
+
QuickBooks OnlineQuickBooks Online (8)
+
Google CalendarGoogle Calendar (8)
+
ZoomZoom (8)
A
C
G
Upload every Acuity Scheduling intake form to Google Drive, create a Clio matter, and notify your team.
New client bookings in Acuity Scheduling automatically generate a Clio matter and store intake documents in Google Drive.
A
C
G
Save every Acuity Scheduling booking confirmation in Google Drive and update your Clio contacts.
Keep client records updated in Clio while storing confirmation PDFs securely in Google Drive.
C
A
G
When a Clio bill state is updated, archive client files in Google Drive and update Acuity Scheduling.
Archive financial documents in Google Drive and adjust appointment schedules when billing states change.
A
G
C
Create a Clio task for every Google Drive document uploaded after an Acuity Scheduling booking.
Turn document uploads in Google Drive into actionable review tasks in Clio following client bookings.
A
C
G
If an Acuity Scheduling appointment uses a package code, create a Clio matter and save the agreement in Google Drive.
Route package bookings into specialized Clio matters and store signed agreements in Google Drive.
C
A
G
When a Clio matter status is updated, archive client records in Google Drive and update Acuity Scheduling.
Keep storage folders organized and availability current when legal matters reach completion.
A
G
C
Use Claude to summarise every new Acuity Scheduling intake note, save the summary in Google Drive, and create a Clio matter note.
Transform raw consultation notes into structured summaries stored in Google Drive and Clio.
A
C
G
S
Turn every Acuity Scheduling booking into a Clio matter, store intake forms in Google Drive, and log communication in Slack.
Complete a four-app pipeline connecting scheduling, legal practice management, cloud storage, and team messaging.

Supported triggers and actions for Acuity Scheduling and Clio

Mix and match to build the exact automation you need

Acuity Scheduling
Acuity Scheduling Triggers & Actions
Instant
Appointment is scheduled in Acuity Scheduling
Triggers the automation when any appointment is scheduled
Try it →
Appointment is scheduled (with filters) in Acuity Scheduling
Triggers the automation when any appointment is scheduled, that matches criteria
Try it →
Instant
Appointment is rescheduled in Acuity Scheduling
Triggers the automation when any appointment is rescheduled
Try it →
Instant
Appointment is canceled in Acuity Scheduling
Triggers the automation when any appointment is canceled
Try it →
Instant
Order is completed in Acuity Scheduling
Triggers the automation when any order is completed
Try it →
Search appointment using client info in Acuity Scheduling
Searches for an appointment using client information
Try it →
Get appointment by id in Acuity Scheduling
Retrieves an appointment using its id
Try it →
Create appointment in Acuity Scheduling
Schedule a new appointment
Try it →
Reschedule appointment in Acuity Scheduling
Reschedules an appointment
Try it →
Cancel appointment in Acuity Scheduling
Cancel appointments with a click of a button
Try it →
Customize block off time in Acuity Scheduling
Set unavailable time periods
Try it →
Add package code in Acuity Scheduling
Adds code snippets to a package
Try it →
Add coupon code in Acuity Scheduling
Apply a coupon code at checkout
Try it →
Clio
Clio Triggers & Actions
Instant
Contact is created in Clio
Triggers the automation when a new contact is created
Try it →
Instant
Task is created in Clio
Triggers the automation when a new task is created
Try it →
Instant
Matter is created in Clio
Triggers the automation when a new matter is created
Try it →
Instant
Communication is created in Clio
Triggers the automation when a new communication is created
Try it →
Instant
Bill state is updated in Clio
Triggers the automation when a bill state has been updated
Try it →
Instant
Task status has updated in Clio
Triggers the automation when a Task status has been updated
Try it →
Instant
Calendar entry is created in Clio
Triggers the automation when a new calendar entry is created
Try it →
Instant
Matter status has updated in Clio
Triggers the automation when the status of a particular matter is updated
Try it →
Matter note is created in Clio
Triggers the automation when a new note is added to any matter
Try it →
Instant
Activity is created in Clio
Triggers the automation when a new activity is created
Try it →
Instant
New bill is created in Clio
Triggers the automation when a new bill is raised
Try it →
Document is created in Clio
Triggers the automation when a new document is created
Try it →
Search task by name in Clio
Finds a task by its name
Try it →
Create task in Clio
Generates a new task
Try it →
Create communication in Clio
Generates a new communication
Try it →
Update task in Clio
Modifies an existing task
Try it →
Upload document in Clio
Adds a document
Try it →
Assign task template list to matter in Clio
Generates a new communication
Try it →
Create person contact in Clio
Adds a new contact to the person database
Try it →
Update person contact in Clio
Updates contact information for a person
Try it →
Search person contact in Clio
Searches for a person contact
Try it →
Search contact by custom field in Clio
Locates and retrieves contacts using a custom field
Try it →
Create time entry (Activity) in Clio
Record and track time spent on a activity
Try it →
Update matter in Clio
Updates matter details with the latest information
Try it →
Create matter in Clio
Generates new matter
Try it →
Create matter note in Clio
Generates a note for new matters
Try it →
Create matter folder in Clio
Generates a folder for organizing matter
Try it →
Create calendar entry in Clio
Adds a new event to the calendar
Try it →
Search matter in Clio
Searches for a matter
Try it →
Create expense entry (Activity) in Clio
Record a new expense entry
Try it →
Search matter by custom field in Clio
Searches for a matter using a custom field
Try it →
Create company contact in Clio
Adds a new contact for a company into the company's contact list
Try it →
Update company contact in Clio
Updates contact information for company records
Try it →
Search company contact in Clio
Retrieves contact information for a company
Try it →
Search user in Clio
Searches for a user
Try it →
Search bill in Clio
Searches for a bill
Try it →

What can you automate with Acuity Scheduling + Clio?

Streamline client intake, eliminate manual data entry, and keep your legal practice management platform perfectly synchronized with your scheduling calendar.

What you can automate?
⚖️
Create Clio matters from new Acuity Scheduling bookings
Automatically generate a new matter in Clio the moment a client schedules an appointment in Acuity Scheduling, removing manual administrative data entry.
📝
Capture every submitted intake field accurately
Map all client responses, package codes, and custom appointment questions directly into Clio contact and matter fields instead of just basic names.
🔔
Notify your legal team instantly on Slack
Alert attorneys and staff in real time whenever a consultation is booked, rescheduled, or canceled in Acuity Scheduling.
🔀
Route bookings based on submitted package codes
Set up conditional rules to create priority matters for premium packages while standard consultations follow regular intake paths.
🔄
Keep appointment and calendar entries synchronized
Update Clio calendar entries and block-off times automatically whenever appointment details change in Acuity Scheduling.
🔍
Search existing contacts before creating duplicates
Look up existing client records in Clio using incoming Acuity Scheduling data to update profiles instead of creating redundant entries.
💳
Handle payment and order completion updates
Trigger billing actions in Clio and record transactions when Acuity Scheduling orders or package payments are completed.
📁
Extend workflows to cloud storage and video tools
Connect your core scheduling and legal apps with Google Drive or Zoom to upload intake documents and provision virtual meeting rooms.
And much more...

Who is Acuity Scheduling + Clio integration for?

Legal professionals, intake coordinators, and practice managers eliminate manual data entry between client bookings and matter management.

Legal operations managers
Legal operations managers
Managing partners
Managing partners
Client relations coordinators
Client relations coordinators
Intake specialists
Intake specialists
Litigation assistants
Litigation assistants
Billing coordinators
Billing coordinators
📈
Legal operations managers
You review practice productivity metrics every week, but your matter counts only update when someone manually reconciles scheduling data, so the performance reports you rely on are always hours behind — this integration means every new booking creates a Clio matter instantly and your practice analytics stay current.
Managing partners
You need to act fast when high-value clients book consultations, and you often find out about new matters too late to assign counsel promptly — with this integration, every Acuity Scheduling appointment generates a Clio record immediately so your team can engage without delay.
🤝
Client relations coordinators
You answer to clients who expect immediate confirmation of their scheduled consultations and matter setups, but manual coordination causes frustrating delays — automating both apps means consultation details flow seamlessly into Clio and every client receives prompt follow-up.
📋
Intake specialists
The volume of consultation requests coming through your booking page is too high for anyone to keep up by hand, leading to missed contact details and unassigned matters — connecting these apps means every submission populates your legal software automatically without manual copy-pasting.
⚖️
Litigation assistants
You own the case setup process and depend on someone upstream to hand over client booking details before you can begin work, causing frustrating bottlenecks — this integration means consultation bookings land in Clio instantly as structured matters so your casework starts on time.
🗂️
Billing coordinators
You need a reliable history of billable consultation hours and keep finding gaps where appointment records failed to reach your accounting or practice software — automating both apps means every completed session is logged accurately with zero missing entries.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Acuity Scheduling + Clio

Build and manage your Acuity Scheduling + Clio automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Acuity Scheduling + Clio with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Acuity Scheduling to Clio?
Frequently Asked Questions
You can connect Acuity Scheduling to Clio in 1 click using ready templates or ask Integrately AI to build the automation for you. It syncs data across 1,500+ integrations including Google Drive, Gmail, and Slack.
Can I automatically create Clio matters from Acuity Scheduling appointments?
Frequently Asked Questions
Can I connect Acuity Scheduling, Clio, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Acuity Scheduling and Clio?
Frequently Asked Questions
How does Acuity Scheduling handle appointment data during integration?
Frequently Asked Questions
How does Clio manage contacts and matters with this integration?
Frequently Asked Questions
Can I set up this legal workflow without coding skills?
Frequently Asked Questions
Is the Acuity Scheduling and Clio integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Acuity Scheduling or Clio With 1500+ Other Apps

Acuity Scheduling
Popular Acuity Scheduling Integrations
Connect Acuity Scheduling to CRMs, payment gateways, and email tools to capture and nurture client appointments.
Clio
Popular Clio Integrations
Sync Clio with billing software, document storage, and team communication platforms to streamline legal practice management.
See All
Clio Integrations arrow right
No popular apps found