Better Proposals + Clio Integration

Q: Can I automatically create a Clio matter when a Better Proposals proposal is signed?

You can automatically create a Clio matter the moment a proposal is signed in Better Proposals using a ready automation. Set up the trigger in Better Proposals and the action in Clio in 1 click, or customise the flow using Integrately AI.

Q: Can I connect Better Proposals, Clio, and Slack?

You can connect Better Proposals, Clio, and Slack together in a multi-step workflow. For example, when a proposal is signed in Better Proposals, create a matter in Clio and post a notification in Slack, alongside 1,500+ other apps.

Q: What is a good Zapier alternative for Better Proposals and Clio?

Integrately is a reliable alternative for connecting Better Proposals and Clio, offering 20 million+ ready templates, 1-click setup, and 24/5 live chat support with 3x to 10x lower cost.

Q: How does Better Proposals handle signed documents and proposal data during integration?

When a proposal is signed in Better Proposals, Integrately instantly captures the proposal details and passes them securely to Clio to create matters and contacts. There is a ready workflow available to automate this handoff.

Q: Can I sync client contacts and matter notes between Clio and Better Proposals?

You can sync client contacts and log matter notes across Clio and Better Proposals using ready automation templates. Choose from 42,000+ active users enjoying seamless data flow.

Q: Do I need coding skills to automate Better Proposals and Clio?

You do not need any coding skills to connect Better Proposals and Clio. Use pre-built automation templates or describe what you need to Integrately AI to generate the workflow.

Q: Is the Better Proposals and Clio integration free?

The Better Proposals and Clio integration is available on Integrately with a free forever plan. You can start with ready workflows and upgrade whenever your firm needs advanced multi-step automations.

Integrate Better Proposals to Clio in one click, or tell Integrately AI how you want each proposal handled. Create client matters, generate documents, log communications, and schedule calendar entries automatically.

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Proposal is signed in Better Proposals
Proposal is created in Better Proposals
Proposal is sent in Better Proposals
Proposal is opened in Better Proposals
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

Create proposal in Better Proposals
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

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Ready Workflows for Better Proposals + Clio Integration

Create matters from signed proposals, sync client contacts, log communications, update tasks, and track bills, all in just one click.

Create Clio contact for new Better Proposals proposal

If your business uses Better Proposals to create proposal, you'll want to make sure that your Clio account is up-to-date with the latest contact information. This will ensure that you can track and measure each proposal's success rate and ultimately close more sales.

But what if you could automatically create a contact in Clio each time you created a proposal? With this integration, you can! When you create a new proposal in Better Proposals, Integrately will automatically create a new contact in Clio.

Activate

Create Better Proposals proposal for new Clio contact

As a sales representative, you know that creating a proposal is an important step in sealing the deal. But what if you could create that proposal right within Clio? With this integration, you can!

When you create a contact in Clio, Better Proposals will automatically create a proposal for you. This makes it easy to get started and keep your proposal organized.

Ready to try it out? Get started today!

Activate

Create Better Proposals proposal for new Clio task

Clio + Better Proposals Integration

Activate

Create Clio task for new Better Proposals proposal

With this Clio and Better Proposals integration, it is easier than ever to create proposal. Now, when you create a proposal in Better Proposals, a corresponding task will be created in Clio.

This makes it easy for you to keep track of your proposal and ensure that all necessary follow-ups are made. Plus, it's a great way to keep your sales process organized and streamlined. Give it a try today!

Activate

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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 Better Proposals + Clio flow

Extend your legal proposal workflow with notifications, document storage, and billing updates to keep your entire firm aligned. Pick a combination and activate it in one click.

Gmail (4)

Microsoft Outlook (4)

Slack (4)

Clio (4)

Google Drive (4)

QuickBooks Online (4)

Send a proposal confirmation email in Gmail when a proposal is signed in Better Proposals, and create a person contact in Clio

New signed proposals trigger an email confirmation in Gmail and automatically create a person contact in Clio, eliminating manual entry.

Send an email notification in Gmail when a Clio matter is created, and create a proposal in Better Proposals

New Clio matters trigger a notification email in Gmail and generate a new proposal in Better Proposals instantly.

When a Better Proposals proposal is sent, send a task assignment email in Gmail and create a task in Clio

Sent proposals trigger an assignment email in Gmail and create a tracked task in Clio for your team.

Use ChatGPT to summarise a Clio document, send the summary in Gmail, and create a proposal in Better Proposals

ChatGPT summarises new Clio documents before Gmail emails the summary and a new proposal is created in Better Proposals.

Send a calendar invite in Microsoft Outlook when a proposal is signed in Better Proposals, and create a matter in Clio

Signed proposals trigger an Outlook calendar entry and automatically create a new matter in Clio for your legal team.

Send an email update in Microsoft Outlook when a Clio contact is created, and create a proposal in Better Proposals

New Clio contacts trigger an Outlook notification email and generate a tailored proposal in Better Proposals.

When a Better Proposals proposal is opened, send a follow-up email in Microsoft Outlook and create a task in Clio

Opened proposals trigger an Outlook follow-up email and create a review task in Clio for your practice.

Use Claude to extract client requirements from a Clio document, email them via Microsoft Outlook, and create a proposal in Better Proposals

Claude extracts client requirements from Clio documents before Outlook emails the brief and a proposal is created in Better Proposals.

Notify your legal channel in Slack when a proposal is signed in Better Proposals, and create a matter in Clio

Signed proposals alert your Slack legal channel and automatically create a corresponding matter in Clio.

Post an update in Slack when a Clio task is created, and create a proposal in Better Proposals

New Clio tasks trigger a Slack team alert and generate a new proposal in Better Proposals.

When a Better Proposals proposal is created, post a draft alert in Slack and create a company contact in Clio

New proposal drafts notify your Slack team channel and create a company contact in Clio.

Use Gemini to categorise a Clio communication, post the update in Slack, and create a proposal in Better Proposals

Gemini categorises Clio communications before Slack posts the update and a proposal is created in Better Proposals.

Create a calendar entry in Clio when a proposal is signed in Better Proposals, and update the associated Clio matter

Signed proposals automatically schedule a Clio calendar entry and update the corresponding Clio matter status.

Create a task in Clio when a Better Proposals proposal is sent, and create a matter note in Clio

Sent proposals automatically generate a follow-up task and a reference note inside your Clio workspace.

When a Clio bill state is updated, create a proposal in Better Proposals and create a communication record in Clio

Bill state updates trigger a new proposal in Better Proposals and log a communication record in Clio.

Use Perplexity to research a Clio contact, create a matter in Clio, and generate a proposal in Better Proposals

Perplexity researches Clio contacts before a new matter is created in Clio and a proposal is generated in Better Proposals.

Upload a proposal document to Google Drive when a proposal is signed in Better Proposals, and create a matter in Clio

Signed proposals automatically upload their document to Google Drive and create a corresponding matter in Clio.

Upload a document in Google Drive when a Clio matter is created, and create a proposal in Better Proposals

New Clio matters trigger a Google Drive document upload and generate a corresponding proposal in Better Proposals.

When a Better Proposals proposal is created, save the draft in Google Drive and create a task in Clio

New proposal drafts save a copy in Google Drive and create a review task in Clio.

Use ChatGPT to analyze a Google Drive contract draft, upload it to Clio, and create a proposal in Better Proposals

ChatGPT analyzes Google Drive contracts before they are uploaded to Clio and a proposal is generated in Better Proposals.

Create a QuickBooks Online invoice when a proposal is signed in Better Proposals, and create a matter in Clio

Signed proposals automatically generate a QuickBooks Online invoice and create a new matter in Clio.

Create an invoice in QuickBooks Online when a Clio matter is created, and create a proposal in Better Proposals

New Clio matters trigger a QuickBooks Online invoice and generate a retainer proposal in Better Proposals.

When a Better Proposals proposal is sent, create a customer in QuickBooks Online and create a task in Clio

Sent proposals automatically create a QuickBooks Online customer record and a follow-up task in Clio.

Use Claude to categorize a QuickBooks Online payment, create a matter note in Clio, and generate a proposal in Better Proposals

Claude categorizes QuickBooks Online payments before a matter note is added in Clio and a proposal is generated in Better Proposals.

Supported triggers and actions for Better Proposals and Clio

Mix and match to build the exact automation you need

Better Proposals Triggers & Actions

Proposal is signed in Better Proposals

Triggers the automation when a proposal document is signed

Better Proposals + Clio Integration

Integrate Better Proposals to Clio in one click, or tell Integrately AI how you want each proposal handled. Create client matters, generate documents, log communications, and schedule calendar entries automatically.

Trusted by experts at...

Ready Workflows for Better Proposals + Clio Integration

Create matters from signed proposals, sync client contacts, log communications, update tasks, and track bills, all in just one click.

Create Clio contact for new Better Proposals proposal

Create Better Proposals proposal for new Clio contact

Create Better Proposals proposal for new Clio task

Create Clio task for new Better Proposals proposal

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

Connect more apps to your Better Proposals + Clio flow

Extend your legal proposal workflow with notifications, document storage, and billing updates to keep your entire firm aligned. Pick a combination and activate it in one click.

Supported triggers and actions for Better Proposals and Clio

Mix and match to build the exact automation you need

What can you automate with Better Proposals + Clio?

Streamline client onboarding, matter creation, and document management by connecting your proposal workflow directly to your practice management system.

Who is Better Proposals + Clio integration for?

Legal professionals and proposal managers eliminate manual data entry, keeping client matters and business proposals perfectly synchronised across both platforms.

Did you know?

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

Why choose Integrately to automate Better Proposals + Clio

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

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