Clearout + Clio Integration

Integrate Clearout to Clio in one click, or tell Integrately AI how you want each contact handled. Verify email addresses, update your client records, create tasks, and alert your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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.
  • Clearout
    Verify email address in Clearout
  • Clearout
    Verify email address for free mail service such as Gmail, Yahoo!, AOL, Mail.ru etc in Clearout
  • Clearout
    Verify email address belongs to business (a.k.a work) account in Clearout
  • Clearout
    Verify email address for role account in Clearout
  • Clearout
    Verify email address for Catch-All in Clearout
  • Clearout
    Verify email address for Disposable in Clearout
  • Clearout
    Search MX record in Clearout
  • Clearout
    Search Whois record in Clearout
  • Clio
    Search task by name in Clio
  • Clio
    Assign task template list to matter in Clio
  • Clio
    Create task in Clio
  • Clio
    Create communication in Clio
  • Clio
    Upload document in Clio
  • Clio
    Update 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 Workflows Ready Workflows for Clearout + Clio Integration

Verify new contact emails, update client records, create follow-up tasks, and alert your team, all in just one click.

Most popular automationsmost-popular-automations
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Got a different task in mind? Describe it

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Connect more apps to your Clearout + Clio flow

Extend your legal workflows with messaging, accounting, calendar, and task management tools. Pick a combination and activate it in one click.

Clearout
Clio
+
ClioClio (4)
+
QuickBooks OnlineQuickBooks Online (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
Google CalendarGoogle Calendar (3)
+
CalendlyCalendly (3)
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When a contact is created in Clio, verify the email in Clearout, and update the person contact in Clio
New Clio contacts are verified in Clearout instantly and updated back into Clio without manual work.
C
C
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When a matter is created in Clio, verify the client email in Clearout, and create a task in Clio
Verify client emails upon matter creation in Clio and open a review task automatically.
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C
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When a communication is created in Clio, verify the recipient email in Clearout, and create a communication record in Clio
Ensure every logged communication recipient email is verified in Clearout and recorded in Clio.
C
C
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When a document is created in Clio, verify the associated contact email in Clearout, and upload a document note in Clio
Verify contact email addresses in Clearout whenever new documents are added to Clio matters.

Supported triggers and actions for Clearout and Clio

Mix and match to build the exact automation you need

Clearout
Clearout Triggers & Actions
No trigger is available
Verify email address in Clearout
Confirm the validity of an email address
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Verify email address for free mail service such as Gmail, Yahoo!, AOL, Mail.ru etc in Clearout
Confirm the validity of an email address
Try it →
Verify email address belongs to business (a.k.a work) account in Clearout
Validates if an email address is associated with a business or work account
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Verify email address for role account in Clearout
Verifys the validity of an email address associated with a role account
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Verify email address for Catch-All in Clearout
Validates email addresses for a catch-all domain configuration
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Verify email address for Disposable in Clearout
Checks if a disposable email address is valid and can receive messages
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Search MX record in Clearout
Searches for an mx record
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Search Whois record in Clearout
Searches for a whois record
Try it →
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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Create task in Clio
Generates a new task
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Create communication 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 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
Try it →
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
Try it →
Search bill in Clio
Searches for a bill
Try it →

What can you automate with Clearout + Clio?

Verify email addresses, update client records, trigger follow-up tasks, and streamline your entire legal practice workflow automatically.

What you can automate?
✉️
Verify every new contact email address automatically
Check new Clio contacts against Clearout validation rules the moment they are created. Ensure your legal database contains only deliverable email addresses.
📋
Capture and verify complete contact details
Extract comprehensive contact information from Clio records, run email verifications in Clearout, and update your practice management files with verified data.
🔔
Alert your legal team instantly on Slack
Notify attorneys and practice managers in Slack whenever a new Clio contact passes or fails email verification in Clearout.
🔀
Route contacts based on verification results
Filter valid work emails, free mail services, and catch-all accounts from Clearout to trigger customized follow-up paths in Clio.
🔄
Keep Clio contact records continuously updated
Automatically update person and company contact entries in Clio with fresh Clearout validation reports as soon as changes occur.
👥
Upsert contacts without creating duplicates
Search existing Clio records before creating new ones, combining Clearout validation checks with clean contact management.
📊
Handle matter and task status updates without manual entry
Trigger verification workflows whenever matter statuses, tasks, or billing states update in Clio, keeping administrative work fully automated.
🔗
Extend your verification flow to Gmail or Slack
Connect your Clearout and Clio foundation to Gmail, Slack, or Google Calendar to notify staff or dispatch client emails automatically.
And much more...

Who is Clearout + Clio integration for?

Law firms, legal professionals, and practice managers streamline client onboarding by verifying email addresses and updating client records automatically.

Legal Operations Teams
Legal Operations Teams
Managing Partners
Managing Partners
Legal Assistants
Legal Assistants
Intake Coordinators
Intake Coordinators
Paralegals
Paralegals
Practice Administrators
Practice Administrators
📈
Legal Operations Teams
You're reviewing client contact lists for upcoming matters, but invalid email addresses slip through and bounce back, so your communication reports are always inaccurate — with this integration, every new contact email is verified instantly and your records stay pristine.
⚖️
Managing Partners
You're waiting for new client intakes to be verified before assigning matters, but manual checks take hours, so urgent cases stall before they even start — this integration means every new contact is verified the moment it lands in Clio and your team can act immediately.
📋
Legal Assistants
You're communicating updates to clients throughout active matters, but invalid email addresses cause message failures that clients complain about, so follow-ups get delayed — automating both apps means every contact email is pre-screened and your communications deliver without interruption.
📞
Intake Coordinators
You're processing high volumes of new client enquiries daily, but manually checking every email address overwhelms your team, so valid leads get buried — connecting these apps means every enquiry is verified automatically and processed into Clio without manual delay.
📁
Paralegals
You're preparing documents and scheduling tasks for new matters, but incomplete or invalid client contact details break your workflow downstream, so work halts while you chase correct info — with this integration, verified contact details flow straight into Clio so you can start casework right away.
🗂️
Practice Administrators
You're maintaining client databases for compliance and audit readiness, but unverified emails accumulate and corrupt your data history, so audits become stressful — automating both apps means every contact record is verified upon creation and your audit history remains clean and reliable.
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 Clearout + Clio

Build and manage your Clearout + 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 Clearout + 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
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in $19.99

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Frequently Asked Questions

How do I connect Clearout to Clio?
Frequently Asked Questions
You can connect Clearout to Clio in one click using ready-made templates on Integrately or by asking Integrately AI to build the automation. It takes seconds to link your accounts and start verifying client contact emails automatically across Clio, Slack, Gmail, and other tools.
How do I verify email addresses for new Clio contacts automatically?
Frequently Asked Questions
Can I connect Clearout, Clio, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Clearout and Clio?
Frequently Asked Questions
How does Clearout ensure email accuracy for my Clio contacts?
Frequently Asked Questions
Can Clio update my matters automatically when verification completes?
Frequently Asked Questions
Do I need coding skills to automate Clearout and Clio?
Frequently Asked Questions
Is the Clearout 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 Clearout or Clio With 1500+ Other Apps

Clearout
Popular Clearout Integrations
Connect Clearout to email verification tools, marketing platforms, and CRM systems to keep your email lists clean.
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Clio
Popular Clio Integrations
Sync Clio with accounting, document management, and communication tools to manage your legal practice efficiently.
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