Clio + Harvest Integration

Integrate Clio to Harvest in one click, or tell Integrately AI how you want each time entry handled. Log billable hours, track project tasks, update your timesheets, and sync client data automatically.

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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
  • Harvest
    Expense is added in Harvest
  • Harvest
    Invoice is paid in Harvest
  • Harvest
    Timesheet entry is created in Harvest
  • Harvest
    Task is added in Harvest
  • Harvest
    Project is added in Harvest
  • Harvest
    Person is assigned to project in Harvest
  • Harvest
    Invoice (with line items) is added in Harvest
  • Harvest
    Invoice is added in Harvest
  • Harvest
    Client is added in Harvest
  • Harvest
    Contact is added in Harvest
  • Harvest
    Person is added in Harvest
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2.
  • Clio
    Search task by name in Clio
  • Clio
    Create task in Clio
  • Clio
    Create communication in Clio
  • Clio
    Assign task template list to matter 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
  • Harvest
    Find task by ID in Harvest
  • Harvest
    Find project by ID in Harvest
  • Harvest
    Find client by ID in Harvest
  • Harvest
    Create time entry with start and end time in Harvest
  • Harvest
    Create project in Harvest
  • Harvest
    Create timesheet entry in Harvest
  • Harvest
    Create task in Harvest
  • Harvest
    Create client in Harvest
  • Harvest
    Create and start timer in Harvest
  • Harvest
    Create contact in Harvest

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Ready Workflows Ready Workflows for Clio + Harvest Integration

Log billable hours, sync timesheet entries, track projects, update expenses, and manage client records, all in just one click.

Most popular automationmost-popular-automations
Harvest + Clio Integration

Create Clio company from new Harvest project

If you're using the time tracking app Harvest to manage your project, you'll want to create a company in Clio to keep all your project data in one place.

That way, you can easily see how each of your project is contributing to your overall business goals. This integration will create a company in Clio whenever you create a project in Harvest.
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Connect more apps to your Clio + Harvest flow

Connect your favorite team communication, scheduling, and task management tools to keep your legal workflows running smoothly. Pick a combination and activate it in one click.

Clio
Harvest
+
Google CalendarGoogle Calendar (4)
+
SlackSlack (4)
+
AsanaAsana (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
GmailGmail (3)
+
Google DriveGoogle Drive (3)
C
H
G
Create a Google Calendar event when a calendar entry is created in Clio, and log the time entry in Harvest
Clio calendar entries immediately appear in Google Calendar and sync to Harvest as time entries, so schedule changes never slip past billing.
C
H
S
Log billable hours in Harvest and notify your team on Slack when a task is completed in Clio
Completed Clio tasks automatically log time entries in Harvest and notify your team on Slack, keeping billing and project communication aligned.
C
H
A
Create an Asana task and a Harvest time entry when a new matter is created in Clio
New Clio matters instantly generate project tasks in Asana and time logs in Harvest, ensuring your entire team starts tracking work immediately.
C
H
Q
Record QuickBooks invoices and create Harvest time entries when a new bill is created in Clio
New bills generated in Clio automatically create accounting entries in QuickBooks Online and log hours in Harvest.

Supported triggers and actions for Clio and Harvest

Mix and match to build the exact automation you need

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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Create task in Clio
Generates a new task
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Create communication in Clio
Generates a new communication
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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 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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Harvest
Harvest Triggers & Actions
Expense is added in Harvest
Triggers the automation when a new expense is added
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Invoice is paid in Harvest
Triggers the automation when an invoice is marked as paid
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Timesheet entry is created in Harvest
Triggers the automation when there is a new timesheet entry
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Task is added in Harvest
Triggers the automation when a new task is added
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Project is added in Harvest
Triggers the automation when a new project is added
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Person is assigned to project in Harvest
Triggers the automation when a person is assigned to a project
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Invoice (with line items) is added in Harvest
Triggers the automation when a new invoice (with line items) is added
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Invoice is added in Harvest
Triggers the automation when a new invoice is added
Try it →
Client is added in Harvest
Triggers the automation when a new client is added
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Contact is added in Harvest
Triggers the automation when a new contact is added
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Person is added in Harvest
Triggers the automation when a new person is added
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Find task by ID in Harvest
Locates and retrieves a task by its unique identification number
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Find project by ID in Harvest
Retrieves a project by its unique identification number
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Find client by ID in Harvest
Locates a client based on their unique identification number
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Create time entry with start and end time in Harvest
Creates a new time entry with specified start and end times
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Create project in Harvest
Creates a new project
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Create timesheet entry in Harvest
Creates a new timesheet entry
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Create task in Harvest
Creates a new task
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Create client in Harvest
Generates a new client profile
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Create and start timer in Harvest
Creates and starts a timer for tracking time
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Create contact in Harvest
Adds a new contact to the database
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What can you automate with Clio + Harvest?

Streamline legal practice management and time tracking with powerful automated workflows.

What you can automate?
⏱️
Sync time entries between Clio and Harvest automatically
Log billable hours in Harvest the moment an activity or task is created in Clio. Eliminate manual double-entry and ensure accurate client billing.
📋
Capture every matter detail and submitted field
Map custom fields, matter notes, and communication details from Clio straight into your Harvest project records. Keep your financial data comprehensive.
🔔
Notify your team the second activity happens
Alert your team on Slack or via Gmail whenever a new bill, task, or matter status update occurs in Clio. Keep everyone aligned in real time.
🔀
Route data differently based on submitted fields
Trigger specific Harvest projects or task assignments depending on the matter type or custom field values submitted in Clio.
🔄
Keep financial records up to date as changes occur
Automatically update Harvest timesheet entries and invoices whenever bill states or task statuses change in Clio.
🔍
Add or update records without creating duplicates
Search existing contacts and projects in Harvest before creating new entries, keeping your database clean and organized.
💳
Handle later billing and payment status changes
Trigger workflows when bills are paid, expenses are added, or invoice statuses update across Clio and Harvest.
🔌
Extend your workflow to trusted third-party apps
Connect your Clio and Harvest flow with Slack, Google Drive, Asana, or QuickBooks Online to automate multi-step legal operations.
And much more...

Who is Clio + Harvest integration for?

Legal professionals, practice managers, and finance teams automate billing, time tracking, and client matter management without manual errors.

Finance Directors and Practice Managers
Finance Directors and Practice Managers
Managing Partners
Managing Partners
Client Relations Officers
Client Relations Officers
Billing Coordinators
Billing Coordinators
Associate Attorneys
Associate Attorneys
Legal Administrators
Legal Administrators
📈
Finance Directors and Practice Managers
You're managing billable hours across multiple active cases but your timesheet reports only update when someone manually exports records, so the revenue counts you're reviewing against are always a few hours behind — with this integration, every new time entry lands in Harvest instantly and your financial data stays current.
⚡
Managing Partners
You need to act fast on case updates and client communications, and you find out about logged hours and matter changes too late to address them — connecting these apps means every Clio activity triggers immediate Harvest logs and team alerts so you never miss a billing milestone.
🤝
Client Relations Officers
You answer to clients and outside stakeholders who want to see daily matter progress and transparent billing records, but compiling manual summaries wastes hours — automating both apps means every communication and task update syncs automatically, providing accurate progress reports on demand.
⚖️
Billing Coordinators
The volume of daily billable tasks and matter expenses is too high for anyone to keep up by hand, leading to missed charges and invoicing delays — this integration means every Clio bill and expense populates Harvest and your accounting ledgers without manual intervention.
📝
Associate Attorneys
You own the daily casework and depend on upstream task handoffs to begin billable work, but communication gaps stall your schedule — connecting these apps means every new task and matter note reaches your project board instantly so you can start working right away.
🗂️
Legal Administrators
You need a reliable audit history of every client file and matter note, but keep finding gaps between your practice management and timesheet systems — automating both apps means every record is captured accurately every single time, maintaining complete compliance.
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Why choose Integrately to automate Clio + Harvest

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

1,500+ apps connected
1,500+ apps connected
Connect Clio + Harvest 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.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Clio to Harvest?
Frequently Asked Questions
You can connect Clio to Harvest instantly using 1-click ready workflows on Integrately, or use Integrately AI to build custom multi-step automations connecting Slack, Google Calendar, and 1,500+ other apps.
Can I automatically sync my Clio activities to Harvest timesheets?
Frequently Asked Questions
Can I connect Clio, Harvest, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Clio and Harvest?
Frequently Asked Questions
How does Clio handle new matter and task data during integration?
Frequently Asked Questions
Can Harvest timesheet entries be updated automatically from Clio?
Frequently Asked Questions
Do I need coding skills to automate Clio and Harvest?
Frequently Asked Questions
Is the Clio and Harvest integration free?
Frequently Asked Questions
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