Clinked + Clio Integration

Integrate Clinked to Clio in one click, or tell Integrately AI how you want each matter handled. Create client folders, upload documents, set up tasks, and notify 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.
  • Clinked
    Create event in Clinked
  • Clinked
    Create folder in Clinked
  • Clinked
    Create task in Clinked
  • Clinked
    Upload file in Clinked
  • Clinked
    Create group in Clinked
  • 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 Workflows Ready Workflows for Clinked + Clio Integration

Create folders for new matters, upload client documents, organise tasks, and manage communications, all in just one click.

Most popular automationsmost-popular-automations
  • 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 Clinked + Clio flow

Connect your legal workflows with calendar events, team messages, and billing data once your core setup finishes. Pick a combination and activate it in one click.

Clinked
Clio
+
Google CalendarGoogle Calendar (4)
+
SlackSlack (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
GmailGmail (4)
+
DocuSignDocuSign (4)
+
ZoomZoom (4)
C
G
C
Create a Google Calendar event for every new Clio calendar entry, and create a matching folder in Clinked.
New Clio calendar entries appear in Google Calendar immediately and generate a secure Clinked folder without manual scheduling.
C
G
C
When a Clio matter is created, create a Google Calendar reminder and upload the file in Clinked.
Keep your schedule updated and files stored securely the moment a new Clio matter is opened.
C
G
C
Create a Clinked task and a Google Calendar entry whenever a Clio task is created.
New Clio tasks automatically populate your calendar and portal task list so deadlines are never missed.
C
G
C
When a Clio communication is logged, update Google Calendar and create a Clinked event.
Log client communications across your calendar and client portal instantly.

Supported triggers and actions for Clinked and Clio

Mix and match to build the exact automation you need

Clinked
Clinked Triggers & Actions
No trigger is available
Create event in Clinked
Adds a new contact to the contact list
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Create folder in Clinked
Creates a new folder in the designated location
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Create task in Clinked
Creates a new task
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Upload file in Clinked
Uploads a file to the particular location
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Create group in Clinked
Creates a new group based on particular criteria
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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
Try it →

What can you automate with Clinked + Clio?

Streamline your legal practice by automating workflows between Clinked and Clio for matters, tasks, documents, and client communications.

What you can automate?
📁
Create a Clinked folder from every new Clio matter
Automatically set up a secure Clinked folder the moment a new matter is created in Clio. Keep all client documents organised without manual file setup.
📋
Capture every submitted field from Clio tasks and notes
Map all available details from Clio tasks, notes, and communications into your Clinked records. Ensure no critical case detail gets left behind during transfers.
🔔
Notify your team the moment a matter updates
Send instant notifications to team members or channels when a Clio matter status changes or a new calendar entry is booked, keeping everyone aligned.
🔀
Route tasks based on Clio matter properties
Assign different Clinked tasks or folder structures depending on the practice area or custom field selected in Clio.
🔄
Keep Clinked and Clio records perfectly synchronised
Automatically update Clinked folders and tasks whenever Clio matter notes, contacts, or bill states change, eliminating manual updates.
🔍
Prevent duplicate records with intelligent search
Search for existing Clinked folders or contacts before creating new ones, ensuring your portal remains clean and well-organised.
Manage later status changes like bill updates and completions
Trigger automated actions in Clinked when a Clio bill state is updated or a task status is marked as complete, closing the loop on completed work.
💬
Extend your workflow to Slack or Google Calendar
Trigger automated Slack alerts or Google Calendar events whenever Clio and Clinked workflows execute, connecting your entire legal tech stack.
And much more...

Who is Clinked + Clio integration for?

Law firms and legal professionals using Clinked and Clio together can eliminate manual data entry, streamline client communication, and keep matter details perfectly synchronized.

Practice managers
Practice managers
Legal assistants
Legal assistants
Client relations leads
Client relations leads
Billing coordinators
Billing coordinators
Litigation attorneys
Litigation attorneys
Compliance officers
Compliance officers
📈
Practice managers
You're reviewing matter reports in Clinked, but your tracking data only updates when someone manually exports records, so the metrics you're reporting on are always a few hours behind — with this integration, every new matter lands in your portal instantly and your dashboard stays current.
Legal assistants
You're monitoring client communications in Clinked, but urgent updates sit unnoticed until you check Clio manually, so time-sensitive deadlines get missed — automating both apps means every new task triggers an immediate alert and your team responds instantly.
🤝
Client relations leads
You're sharing project updates in Clinked, but clients keep asking for status reports because Clio changes don't sync automatically, so client trust is constantly tested — connecting these apps means every matter status update reflects live and your client portal stays completely accurate.
💼
Billing coordinators
You're processing high volumes of new bills in Clio, but entering them into Clinked by hand takes hours and leads to data entry errors, so your administrative backlog keeps growing — automating both apps means every new bill populates instantly and your workflow runs without manual bottlenecks.
⚖️
Litigation attorneys
You're waiting on case files to be uploaded in Clio before you can begin your casework in Clinked, but handovers are delayed and stall your progress, so cases lose momentum — integrating these apps means every new document triggers immediate task creation so you can start working right away.
📋
Compliance officers
You're maintaining audit trails in Clinked, but missing entries from Clio leave gaps in your compliance history, so audits become stressful — with this integration, every communication and document syncs reliably and your audit logs remain complete.
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 Clinked + Clio

Build and manage your Clinked + 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 Clinked + 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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in $19.99

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Frequently Asked Questions

How do I connect Clinked to Clio?
Frequently Asked Questions
You can connect Clinked to Clio instantly using 1-click ready workflows or build custom flows with Integrately AI, linking your practice management software with tools like Slack, Google Calendar, and QuickBooks Online.
Can I automatically create a Clinked folder when a new matter is created in Clio?
Frequently Asked Questions
Can I connect Clinked, Clio, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Clinked and Clio?
Frequently Asked Questions
How do Clio matter updates sync with Clinked?
Frequently Asked Questions
Can I track Clio task statuses in Clinked?
Frequently Asked Questions
Do I need coding skills to automate Clinked and Clio?
Frequently Asked Questions
Is the Clinked 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 Clinked or Clio With 1500+ Other Apps

Clinked
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Clio
Popular Clio Integrations
Sync Clio with billing, accounting, document signing, and CRM platforms to streamline your legal practice management.
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