Update Clio contact from new Amelia booking
Amelia + Clio Integration
Amelia + Clio Integration
Integrate Amelia to Clio in one click, or tell Integrately AI how you want each booking handled. Capture client details, create matters, assign tasks, and track communications instantly.
Free forever.Use premium features free for 14 days.1.
Booking is completed in Amelia Instant- Booking status is changed in Amelia Instant
- Booking is rescheduled in Amelia Instant
- Booking is canceled in Amelia Instant
Contact is created in Clio Instant- Task is created in Clio Instant
- Matter is created in Clio Instant
- Communication is created in Clio Instant
- Bill state is updated in Clio Instant
- Task status has updated in Clio Instant
- Calendar entry is created in Clio Instant
- Matter status has updated in Clio Instant
- Matter note is created in Clio
- Activity is created in Clio Instant
- New bill is created in Clio Instant
- Document is created in Clio
2.
- Search task by name in Clio
- Assign task template list to matter in Clio
- Upload document in Clio
- Update task in Clio
- Create communication in Clio
- Create task in Clio
- Create person contact in Clio
- Update person contact in Clio
- Search person contact in Clio
- Search contact by custom field in Clio
- Create time entry (Activity) in Clio
- Update matter in Clio
- Create matter in Clio
- Create matter note in Clio
- Create matter folder in Clio
- Create calendar entry in Clio
- Search matter in Clio
- Create expense entry (Activity) in Clio
- Search matter by custom field in Clio
- Create company contact in Clio
- Update company contact in Clio
- Search company contact in Clio
- Search user in Clio
- Search bill in Clio
Trusted by experts at...
Ready Workflows for Amelia + Clio Integration
Create matters from bookings, organise contacts, update tasks, track bills, and log communications, all in just one click.
Most popular automation
When Booking is completed in Amelia > Check any condition > Create person contact in Clio
Amelia + Clio Integration
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Amelia + Clio flow
Sync client details, notify your legal team, update calendar entries, and log accounting records across your entire stack. Pick a combination and activate it in one click.
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Google Calendar (8)
Google Calendar (8) +
Calendly (6)
Calendly (6) +
Clio (5)
Clio (5) +
Slack (6)
Slack (6) +
QuickBooks Online (5)
QuickBooks Online (5) +
Google Drive (5)
Google Drive (5) A
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Create a Clio matter for every completed Amelia booking, and add the event to Google Calendar.
Amelia bookings instantly create a corresponding matter in Clio and add an entry to Google Calendar, removing manual scheduling and data entry.
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Add a Clio person contact for every Amelia booking, and schedule the event in Google Calendar.
New Amelia bookings automatically generate client contacts in Clio and calendar entries in Google Calendar for seamless scheduling.
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When an Amelia booking status changes, update the Clio matter and update Google Calendar.
Status updates in Amelia automatically reflect on your Clio matter and Google Calendar without manual adjustments.
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Create a Clio task for every new Amelia booking, and add a reminder in Google Calendar.
Intake bookings automatically generate follow-up tasks in Clio and reminders in Google Calendar for your legal team.
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When an Amelia booking is rescheduled, update the Clio matter and reschedule in Google Calendar.
Rescheduled Amelia bookings automatically update your Clio matter and Google Calendar schedule instantly.
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When an Amelia booking is canceled, update the Clio matter and remove the Google Calendar entry.
Canceled Amelia bookings update your Clio matter status and clear your Google Calendar schedule automatically.
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Use Claude to summarise every new Amelia booking, create a Clio matter, and add to Google Calendar.
Claude extracts client requirements from Amelia bookings, creates a detailed Clio matter, and schedules Google Calendar.
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When an Amelia booking is completed, create a Clio matter, schedule Google Calendar, and notify Slack.
New Amelia bookings trigger a Clio matter, schedule Google Calendar, and alert your legal team on Slack.
Supported triggers and actions for Amelia and Clio
Mix and match to build the exact automation you need
Amelia Triggers & Actions
Instant
Booking is completed in Amelia
Triggers the automation when a booking is successfully completed
Try it → Instant
Booking status is changed in Amelia
Triggers the automation when a booking status is changed
Try it → Instant
Booking is rescheduled in Amelia
Triggers the automation when a booking is rescheduled
Try it → Clio Triggers & Actions
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 → What can you automate with Amelia + Clio?
Streamline legal intake, matter creation, contact synchronisation, and team notifications effortlessly.
🚀
Create Clio matters from Amelia bookings instantly
Turn every completed booking in Amelia into a fully structured matter in Clio without touching a spreadsheet or copying text by hand.
📋
Capture every submitted intake field
Map all custom consultation answers from Amelia into corresponding Clio fields instead of just names and emails, ensuring comprehensive records.
🔔
Alert your legal team the moment a booking occurs
Send instant notifications to your practice group on Slack or email as soon as an Amelia booking is completed or rescheduled.
🔀
Route matters conditionally based on practice area
Send family law bookings to one Clio folder and corporate law inquiries to another based on the practice area selected in Amelia.
🔄
Keep Clio updated when bookings change status
Automatically update existing Clio matters and tasks whenever an Amelia booking is rescheduled, modified, or canceled.
👤
Prevent duplicate records with smart upserting
Search for existing contacts in Clio before creating a new person record, ensuring your client database remains clean and deduplicated.
📅
Handle later status changes and cancellations
Automatically update matter statuses in Clio and adjust scheduling logs when an Amelia booking is canceled or rescheduled.
🔗
Extend your workflow to Google Calendar and Slack
Connect Amelia and Clio to Google Calendar or Slack to schedule consultations and notify team members in a single automated flow.
And much more...
Who is Amelia + Clio integration for?
Law firms, legal consultants, and practice managers using Amelia for client intake and Clio for matter management eliminate manual data entry and keep workflows perfectly aligned.
Practice operations managers
Legal intake specialists
Partners and practice leads
High-volume intake coordinators
Assigned case attorneys
Compliance and audit officers
📈
Practice operations managers
You manage client consultation bookings coming in through Amelia, but your tracking reports only update when someone manually exports records, so the matter counts you review are always outdated — with this integration, every booking lands in Clio instantly and your dashboard stays accurate.
⚡
Legal intake specialists
You handle high-volume prospective client conversations in Amelia, but you find out about scheduled appointments too late to prepare intake forms — with this integration, every new booking creates a Clio matter the moment it occurs and your preparation begins immediately.
⚖️
Partners and practice leads
You answer to firm stakeholders who demand real-time visibility into new client acquisition, but manual entry creates persistent reporting gaps — automating both apps means every client interaction is logged in Clio right away and reporting is always up to date.
🔄
High-volume intake coordinators
You process dozens of Amelia consultation requests daily, but the volume is too high for anyone to keep up by hand without missing critical client details — connecting these apps means every booking populates Clio automatically and no inquiry gets lost.
👥
Assigned case attorneys
You own the legal work that starts after intake, but you depend on administrative staff to hand over client files manually, causing frustrating delays — with this integration, the complete client booking lands in Clio instantly so you can start working right away.
📂
Compliance and audit officers
You need a reliable audit history of every client onboarding touchpoint, but manual record-keeping leaves missing entries in your database — connecting these apps means every Amelia booking creates a verified Clio trail with zero gaps.
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 Amelia + Clio
Build and manage your Amelia + Clio automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Amelia + Clio with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Amelia + Clio Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Amelia to Clio?
You can connect Amelia to Clio in 1-click using ready-made templates on Integrately, or ask Integrately AI to build the workflow for your law firm. It links Amelia with Clio, Slack, Google Calendar, and 1,500+ other apps without coding.
Can I automatically create Clio matters from Amelia bookings?
Can I connect Amelia, Clio, and Google Calendar?
What is a good Zapier alternative for Amelia and Clio?
How does Amelia handle booking details during integration?
Can I assign tasks and contacts in Clio automatically?
Do I need coding skills to set up Amelia and Clio automations?
Is the Amelia and Clio integration free?
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