How to connect Clio with third-party apps : 19 must-have integrations
Optimize client and matter management with the top 19 Clio integrations. Improve your legal business operations and enhance productivity effectively.
Clio + Copilot Integration
Integrate Clio to Copilot in one click, or tell Integrately AI how you want each client handled. Create clients, sync matter details, log communications, and keep your client portal up to date automatically.
Free forever.Use premium features free for 14 days.1.
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
Payment is succeed in Copilot Instant- Client is created in Copilot Instant
- Client is updated in Copilot Instant
- Client is deleted in Copilot Instant
- Client is activated in Copilot Instant
- Client custom Field is updated in Copilot Instant
- Company is created in Copilot Instant
- Company is updated in Copilot Instant
- Company is deleted in Copilot Instant
- Contract is requested in Copilot Instant
- Contract is signed in Copilot Instant
- File is created in Copilot Instant
- File is updated in Copilot Instant
- File is deleted in Copilot Instant
- Folder is created in Copilot Instant
- Folder is updated in Copilot Instant
- Folder is deleted in Copilot Instant
- Form response is completed in Copilot Instant
- Internal user is created in Copilot Instant
- Internal user is deleted in Copilot Instant
- Invoice is created in Copilot Instant
- Invoice is updated in Copilot Instant
- Invoice is deleted in Copilot Instant
- Invoice is sent in Copilot Instant
- Invoice is paid in Copilot Instant
- Invoice is voided in Copilot Instant
- Message channel is created in Copilot Instant
- Message is sent in Copilot Instant
- Note is created in Copilot Instant
- Note is updated in Copilot Instant
- Note is deleted in Copilot Instant
- Notification is created in Copilot Instant
- Price is created in Copilot Instant
- Product is created in Copilot Instant
- Product is updated in Copilot Instant
- Task is created in Copilot Instant
- Task is updated in Copilot Instant
- Task is archived in Copilot Instant
- Task is deleted in Copilot Instant
- Task is completed in Copilot Instant
- Payment is failed in Copilot Instant
- Link is created in Copilot Instant
- Link is updated in Copilot Instant
- Link is deleted in Copilot Instant
- Subscription is created in Copilot Instant
- Subscription is canceled in Copilot Instant
2.
- Create task in Clio
- Create communication in Clio
- Update task in Clio
- Upload document in Clio
- Assign task template list to matter in Clio
- Search task by name 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
- Create client in Copilot
- Search client in Copilot
- Update client in Copilot
- Delete client in Copilot
- Create company in Copilot
- Search company in Copilot
- Update company in Copilot
- Delete company in Copilot
- Create contract in Copilot
- Create note in Copilot
- Create task in Copilot
- Create folder in Copilot
- Create link in Copilot
- Create file channel in Copilot
- Request form responses from client in Copilot
- Create message channel in Copilot
- Create message in Copilot
- Create invoice in Copilot
- Create subscription in Copilot
- Create file in Copilot
Trusted by experts at...
Ready Workflows for Clio + Copilot Integration
Create clients, manage billing, share documents, update matters, and streamline client collaboration, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Clio + Copilot flow
Connect your practice management and client portal with your favorite scheduling, messaging, and accounting tools. Pick a combination and activate it in one click.
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Google Calendar (4)
Google Calendar (4) +
Slack (4)
Slack (4) +
QuickBooks Online (3)
QuickBooks Online (3) +
Stripe (3)
Stripe (3) +
Gmail (3)
Gmail (3) +
DocuSign (3)
DocuSign (3) C
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Create a Google Calendar event from every new Clio calendar entry, and notify the team in Copilot.
Clio calendar entries immediately appear in Google Calendar while creating a corresponding task in Copilot, keeping your schedule aligned.
C
G
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Schedule a Google Calendar event when a Clio task is created, and log the update in Copilot.
Every Clio task creates a Google Calendar reminder and updates Copilot automatically, ensuring seamless deadline tracking.
C
G
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Update your Google Calendar when a Clio matter status changes, and notify the client in Copilot.
Matter status updates in Clio automatically adjust Google Calendar entries and alert clients in Copilot.
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Use ChatGPT to summarize Clio calendar notes, add an event in Google Calendar, and log it in Copilot.
ChatGPT analyzes Clio calendar notes, creates structured Google Calendar events, and saves summaries in Copilot.
Supported triggers and actions for Clio and Copilot
Mix and match to build the exact automation you need
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 → Copilot Triggers & Actions
Instant
Client is updated in Copilot
Triggers the automation when a client details are updated
Try it → Instant
Client custom Field is updated in Copilot
Triggers the automation when a custom field for a client is updated
Try it → Instant
Company is updated in Copilot
Triggers the automation when a company details are updated
Try it → Instant
Contract is requested in Copilot
Triggers the automation when a contract is requested
Try it → Instant
Form response is completed in Copilot
Triggers the automation when a form response is completed
Try it → Instant
Internal user is created in Copilot
Triggers the automation when a new internal user is created
Try it → Instant
Internal user is deleted in Copilot
Triggers the automation when an internal user is deleted
Try it → Instant
Message channel is created in Copilot
Triggers the automation when a new message channel is created
Try it → Instant
Notification is created in Copilot
Triggers the automation when a notification is created
Try it → Instant
Subscription is created in Copilot
Triggers the automation when a subscription is created
Try it → Instant
Subscription is canceled in Copilot
Triggers the automation when a subscription is canceled
Try it → What can you automate with Clio + Copilot?
Connect your legal practice management platform and client portal to automate repetitive administrative workflows.
🔄
Automate client profile creation
Instantly create a client in Copilot the moment a contact is created in Clio, eliminating double data entry.
📋
Capture all matter details
Map custom fields, matter notes, and task statuses between Clio and Copilot without manual intervention.
💬
Instant team and client alerts
Notify staff and clients immediately when calendar entries or communications are logged in Clio.
🔀
Route tasks based on matter status
Trigger different Copilot actions depending on whether a Clio matter status is updated or closed.
🔄
Keep client portals updated
Reflect bill state updates and task completions across both platforms in real time.
👥
Prevent duplicate client records
Search existing client entries before creating new records to maintain clean data hygiene.
💳
Synchronize billing and invoices
Generate invoices and track payment states between Clio bills and Copilot accounts automatically.
🔌
Extend workflows to Slack
Trigger team notifications in Slack alongside your Clio and Copilot automation pipelines.
And much more...
Who is Clio + Copilot integration for?
Connecting Clio and Copilot streamlines client onboarding, matter tracking, and billing for legal professionals, eliminating manual duplicate data entry across platforms.
Law firm partners
Legal intake specialists
Client relations managers
Practice managers
Associate attorneys
Legal compliance officers
📊
Law firm partners
You are managing billable hours and matter statuses in Clio, but financial reports are always out of sync with your client portal — this integration means every update flows instantly so your firm leadership sees accurate data.
⚡
Legal intake specialists
You receive new prospective client details in Clio, but manual data entry delays portal setup — this integration means every new contact triggers immediate client creation in Copilot.
🏛️
Client relations managers
You answer client inquiries about matter progress in Clio, but tracking updates manually causes response lag — this integration means every matter status change updates client messaging instantly.
📈
Practice managers
You handle high volumes of legal matters and tasks in Clio, but manual task assignment causes bottlenecks — this integration means every task flows directly into your client collaboration workspace.
🤝
Associate attorneys
You depend on intake teams to hand over document notes from Clio, but missing records delay case preparation — this integration means every note is synced automatically to client folders.
📁
Legal compliance officers
You audit client communications and billing records in Clio, but manual logging creates audit gaps — this integration means every document and bill is tracked reliably across platforms.
Did you know?
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate Clio + Copilot
Build and manage your Clio + Copilot automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Clio + Copilot 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 Clio + Copilot Now 
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Frequently Asked Questions
How do I connect Clio to Copilot?
You can connect Clio to Copilot in one click using Integrately. Choose from ready-made templates or ask Integrately AI to build custom workflows linking Clio, Copilot, and apps like Slack or Google Calendar.
Can I automatically create a client in Copilot when a contact is created in Clio?
Can I connect Clio, Copilot, and Slack?
What is a good Zapier alternative for Clio and Copilot?
How does Clio handle contact data synchronization with Copilot?
Can Copilot trigger updates when a Clio matter status changes?
Do I need coding skills to automate Clio and Copilot?
Is the Clio and Copilot integration free?
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