Basecamp 3 + Clio Integration

Integrate Basecamp 3 to Clio in one click, or tell Integrately AI how you want each project handled. Manage legal tasks, create matters, update your client database, and log project updates automatically.

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1.
  • Basecamp 3
    Todo is updated in Basecamp 3 Instant
  • Basecamp 3
    Todo is created in Basecamp 3 Instant
  • Basecamp 3
    Project is created in Basecamp 3
  • Basecamp 3
    Message is created in Basecamp 3 Instant
  • Basecamp 3
    Comment is created in Basecamp 3 Instant
  • Basecamp 3
    Schedule entry is created in Basecamp 3 Instant
  • Basecamp 3
    Upload is added in Basecamp 3 Instant
  • Basecamp 3
    Activity is created in Basecamp 3 Instant
  • Basecamp 3
    Person is created in Basecamp 3
  • Basecamp 3
    Todo-List is created in Basecamp 3 Instant
  • Basecamp 3
    Account is created in Basecamp 3
  • Basecamp 3
    Document is created in Basecamp 3 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.
  • Basecamp 3
    Create To-do in Basecamp 3
  • Basecamp 3
    Create campfire message in Basecamp 3
  • Basecamp 3
    Create message in Basecamp 3
  • Basecamp 3
    Create a to-do list in Basecamp 3
  • Basecamp 3
    Create schedule entry in Basecamp 3
  • Basecamp 3
    Create document in Basecamp 3
  • Basecamp 3
    Add person to a project in Basecamp 3
  • Basecamp 3
    Create comment on message in Basecamp 3
  • Basecamp 3
    Create project in Basecamp 3
  • Basecamp 3
    Create project from template in Basecamp 3
  • Clio
    Search task by name in Clio
  • Clio
    Assign task template list to matter in Clio
  • Clio
    Upload document in Clio
  • Clio
    Update task in Clio
  • Clio
    Create communication in Clio
  • Clio
    Create task 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

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Ready WorkflowsReady Workflows   for Basecamp 3 + Clio Integration

Create legal matters from new projects, sync contacts, log tasks, update billing records, and keep client files current, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Connect more apps to your Basecamp 3 + Clio flow

Connect your practice management and project collaboration with scheduling, messaging, and document tools. Pick a combination and activate it in one click.

Basecamp 3
Clio
+
Google CalendarGoogle Calendar (4)
+
GmailGmail (4)
+
SlackSlack (4)
+
QuickBooks OnlineQuickBooks Online (3)
+
DocuSignDocuSign (3)
+
ZoomZoom (3)
B
G
C
Create a Google Calendar event when a new Basecamp 3 project is created, and create the corresponding matter in Clio
New Basecamp 3 projects instantly schedule a Google Calendar event and create a Clio matter, ensuring zero manual calendar entry.
C
B
G
When a Clio calendar entry is created, add a schedule entry in Basecamp 3 and update Google Calendar
Clio calendar entries automatically populate Basecamp 3 schedules and Google Calendar events without double-entry.
B
C
G
Create a Clio task when a Basecamp 3 todo is created, and schedule a reminder in Google Calendar
Basecamp 3 todos generate Clio tasks and Google Calendar reminders automatically so nothing falls through the cracks.
C
C
B
G
Use ChatGPT to summarise every new Clio communication, log the summary in Basecamp 3, and add a calendar reminder in Google Calendar
AI summarises Clio communications into Basecamp 3 documents and schedules Google Calendar follow-ups.

Supported triggers and actions for Basecamp 3 and Clio

Mix and match to build the exact automation you need

Basecamp 3
Basecamp 3 Triggers & Actions
Instant
Todo is updated in Basecamp 3
Triggers the automation when a todo is update
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Instant
Todo is created in Basecamp 3
Triggers the automation when a todo is created
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Project is created in Basecamp 3
Triggers the automation when a new project is created
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Instant
Message is created in Basecamp 3
Triggers the automation when a new message is created
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Instant
Comment is created in Basecamp 3
Triggers the automation when a new comment is created
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Instant
Schedule entry is created in Basecamp 3
Triggers the automation when a schedule entry is created
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Instant
Upload is added in Basecamp 3
Triggers the automation when a file is uploaded
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Instant
Activity is created in Basecamp 3
Triggers the automation when a new activity is created
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Person is created in Basecamp 3
Triggers the automation when a new person is created
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Instant
Todo-List is created in Basecamp 3
Triggers the automation when a todo-list is created
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Account is created in Basecamp 3
Triggers the automation when a new account is created
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Instant
Document is created in Basecamp 3
Triggers the automation when a new document is created
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Create To-do in Basecamp 3
Creates a new to-do item
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Create campfire message in Basecamp 3
Creates a new message in a campfire chat
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Create message in Basecamp 3
Generates a new message
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Create a to-do list in Basecamp 3
Generates a personalized to-do list based on user input
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Create schedule entry in Basecamp 3
Adds a new entry to the schedule
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Create document in Basecamp 3
Generates a new document
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Add person to a project in Basecamp 3
Assigns a new team member to a project
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Create comment on message in Basecamp 3
Adds a comment to a message
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Create project in Basecamp 3
Creates a new project
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Create project from template in Basecamp 3
Generates a new project based on a pre-defined template
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Clio
Clio Triggers & Actions
Instant
Contact is created in Clio
Triggers the automation when a new contact is created
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Instant
Task is created in Clio
Triggers the automation when a new task is created
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Instant
Matter is created in Clio
Triggers the automation when a new matter is created
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Instant
Communication is created in Clio
Triggers the automation when a new communication is created
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Instant
Bill state is updated in Clio
Triggers the automation when a bill state has been updated
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Instant
Task status has updated in Clio
Triggers the automation when a Task status has been updated
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Instant
Calendar entry is created in Clio
Triggers the automation when a new calendar entry is created
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Instant
Matter status has updated in Clio
Triggers the automation when the status of a particular matter is updated
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Matter note is created in Clio
Triggers the automation when a new note is added to any matter
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Instant
Activity is created in Clio
Triggers the automation when a new activity is created
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Instant
New bill is created in Clio
Triggers the automation when a new bill is raised
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Document is created in Clio
Triggers the automation when a new document is created
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Search task by name in Clio
Finds a task by its name
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Assign task template list to matter in Clio
Generates a new communication
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Upload document in Clio
Adds a document
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Update task in Clio
Modifies an existing task
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Create communication in Clio
Generates a new communication
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Create task in Clio
Generates a new task
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Create person contact in Clio
Adds a new contact to the person database
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Update person contact in Clio
Updates contact information for a person
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Search person contact in Clio
Searches for a person contact
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Search contact by custom field in Clio
Locates and retrieves contacts using a custom field
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Create time entry (Activity) in Clio
Record and track time spent on a activity
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Update matter in Clio
Updates matter details with the latest information
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Create matter in Clio
Generates new matter
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Create matter note in Clio
Generates a note for new matters
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Create matter folder in Clio
Generates a folder for organizing matter
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Create calendar entry in Clio
Adds a new event to the calendar
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Search matter in Clio
Searches for a matter
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Create expense entry (Activity) in Clio
Record a new expense entry
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Search matter by custom field in Clio
Searches for a matter using a custom field
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Create company contact in Clio
Adds a new contact for a company into the company's contact list
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Update company contact in Clio
Updates contact information for company records
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Search company contact in Clio
Retrieves contact information for a company
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Search user in Clio
Searches for a user
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Search bill in Clio
Searches for a bill
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What can you automate with Basecamp 3 + Clio?

Streamline your legal practice by connecting project management updates directly to your client matters and tasks.

What you can automate?
🔄
Create Clio matters from new Basecamp 3 projects
Automatically open a new legal matter in Clio the moment a project is created in Basecamp 3. Eliminate double-entry and start tracking billable work immediately.
📝
Sync every todo and task item across platforms
Map Basecamp 3 todos directly into Clio tasks. Ensure that action items created during team collaboration are tracked in your practice management system.
🔔
Notify your team the moment updates occur
Alert attorneys and staff instantly when new client messages, documents, or schedule entries are added. Keep everyone informed without manual check-ins.
🔀
Route workflows based on submitted project fields
Trigger different actions depending on specific project criteria or custom fields. Send high-priority matters to senior partners while standard files go to associates.
📊
Keep client records current as project details change
Automatically update Clio contacts and matters whenever project details or personal information are modified in Basecamp 3.
🔍
Add or update records without creating duplicates
Search existing database entries before creating new contacts or matters. Keep your workspace clean and prevent redundant records.
💰
Handle billing and payment state updates
Trigger automated workflows when new bills are created or billing states are updated in Clio. Keep project documentation aligned with financial milestones.
🌐
Extend your legal workflows to Slack and Google Calendar
Connect your core Basecamp 3 and Clio workflow with communication and scheduling tools like Slack or Google Calendar to orchestrate multi-step firm operations.
And much more...

Who is Basecamp 3 + Clio integration for?

Legal professionals and project managers use this integration to eliminate manual data entry between client collaborations and practice management.

Managing Partners
Managing Partners
Litigation Attorneys
Litigation Attorneys
Client Relations Officers
Client Relations Officers
Firm Administrators
Firm Administrators
Paralegals and Case Assistants
Paralegals and Case Assistants
Compliance and Records Managers
Compliance and Records Managers
📈
Managing Partners
You review project timelines and practice metrics every week, but your matter reports only update when staff manually copy updates across software, so the numbers you rely on are always outdated — with this integration, every new project and task status syncs instantly and your reports stay accurate.
Litigation Attorneys
You need to act fast on court deadlines and client messages, but information gets trapped in collaboration threads before reaching your practice management files, so you find out about critical updates too late — with this integration, every matter and task updates automatically so you never miss a beat.
🤝
Client Relations Officers
You answer to clients who want constant visibility into their legal matters, but compiling status reports requires checking multiple disjointed apps, so your updates are delayed — with this integration, every milestone in Basecamp 3 reflects immediately in Clio and client communication flows smoothly.
⚙️
Firm Administrators
You manage high volumes of client intake and document processing, but manual data entry causes bottlenecks as your caseload scales, so your team spends hours on administrative busywork — with this integration, contact creation and project setups happen instantly without human error.
📋
Paralegals and Case Assistants
You own the next step in case preparation and depend on attorneys to hand over project notes, but details get lost between team discussions and formal case files, so work stalls — with this integration, every task and communication flows seamlessly from Basecamp 3 into Clio.
🗂️
Compliance and Records Managers
You need a reliable history of every client interaction and project deliverable, but manual logging leaves gaps in audit trails, so compliance reviews become stressful — with this integration, every project activity and document upload is recorded accurately in your system of record.
Our team

Ready Workflows Did you know?

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

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Why choose Integrately to automate Basecamp 3 + Clio

Build and manage your Basecamp 3 + 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 Basecamp 3 + 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
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Basecamp 3 to Clio?
Frequently Asked Questions
You can connect Basecamp 3 to Clio in 1 click using Integrately. Choose from ready-made templates or ask Integrately AI to build the integration for your firm.
Can I automatically create Clio matters when a new Basecamp 3 project is created?
Frequently Asked Questions
Can I connect Basecamp 3, Clio, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Basecamp 3 and Clio?
Frequently Asked Questions
How does Basecamp 3 handle project data transfer to Clio?
Frequently Asked Questions
How does Clio sync client contacts with Basecamp 3?
Frequently Asked Questions
Do I need coding skills to automate Basecamp 3 and Clio?
Frequently Asked Questions
Is the Basecamp 3 and Clio integration free?
Frequently Asked Questions
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