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.
Jira Software Cloud + Clio Integration
Integrate Clio to Jira Software Cloud in one click, or tell Integrately AI how you want each matter handled. Create issues, update project boards, and keep your software team aligned with every legal update automatically.
Free forever.Use premium features free for 14 days.1.
Issue is updated in Jira Software Cloud- Comment is added in Jira Software Cloud
- Issue is created in Jira Software Cloud
- Issue is created(via JQL) in Jira Software Cloud
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
2.
- Create issue in Jira Software Cloud
- Update issue in Jira Software Cloud
- Add watcher to issue in Jira Software Cloud
- Add comment to issue in Jira Software Cloud
- Search user in Jira Software Cloud
- Search issue by field in Jira Software Cloud
- Get comment by issue in Jira Software Cloud
- Add file to issue in Jira Software Cloud
- Get attachment by ID in Jira Software Cloud
- Update task in Clio
- Create communication in Clio
- Create 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
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Ready Workflows for Jira Software Cloud + Clio Integration
Create issues for new matters, sync project updates, track development tasks, and notify your team, 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 + Jira Software Cloud flow
Send instant notifications, store documents securely, and schedule follow-ups once your core integration finishes running. Pick a combination and activate it in one click.
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Slack (4)
Slack (4) +
Google Drive (3)
Google Drive (3) +
Gmail (3)
Gmail (3) +
Confluence (3)
Confluence (3) +
Calendly (3)
Calendly (3) +
Zoom (3)
Zoom (3) C
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Create a Jira Software Cloud issue for every new Clio matter, and notify your team on Slack
New Clio matters instantly generate issues in Jira Software Cloud while Slack alerts your team, removing manual handoffs between departments.
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When a Jira Software Cloud issue is updated, update the Clio matter and alert your team on Slack
Engineering updates in Jira Software Cloud immediately reflect back in Clio while Slack informs your legal staff, ensuring complete transparency.
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When a Clio task is created, add a comment in Jira Software Cloud and notify your team on Slack
Clio task creation logs a direct comment in Jira Software Cloud and broadcasts the update on Slack so everyone stays coordinated.
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Use Claude to summarize every new Clio matter note, create a Jira issue, and announce it on Slack
Claude analyzes new Clio matter notes to generate concise Jira Software Cloud issues, with Slack broadcasting the brief.
Supported triggers and actions for Jira Software Cloud and Clio
Mix and match to build the exact automation you need
Jira Software Cloud Triggers & Actions
Issue is created(via JQL) in Jira Software Cloud
Triggers the automation when a new issue is created via JQL
Try it → 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 → What can you automate with Clio + Jira Software Cloud?
Streamline your legal practice and software development workflows with powerful automated triggers and actions.
🚀
Create Jira issues from new Clio matters
Automatically generate a Jira Software Cloud issue the moment a new matter is created in Clio. Eliminate manual ticket creation and bridge the gap between legal and engineering.
📋
Capture all matter and task fields
Map custom fields, task descriptions, and communication notes from Clio directly into Jira Software Cloud issues. Ensure your developers receive complete context for every case.
🔔
Alert your team instantly on updates
Trigger instant notifications in messaging tools or via email whenever a Clio matter or task status changes. Keep every stakeholder informed in real time.
🔀
Route tasks based on matter criteria
Apply conditional rules to send high-priority matters to specific Jira Software Cloud projects while routing standard cases to general queues automatically.
🔄
Keep issue and matter statuses in sync
Update Clio matter records automatically when corresponding Jira Software Cloud issues move across development stages. Maintain perfect alignment across departments.
🔍
Search and update existing records
Automatically search for existing contacts or issues before creating new records, preventing duplicate entries and keeping your databases clean.
✅
Handle task completions and bill states
Trigger downstream automation when bill states update or task statuses are marked complete in Clio. Streamline your billing and closeout procedures.
📁
Extend workflows to storage and docs
Connect Google Drive or Confluence to your core Clio and Jira Software Cloud flow to automatically organize folders, upload documents, and generate documentation.
And much more...
Who is Clio + Jira Software Cloud integration for?
Legal tech managers, engineering leads, and project coordinators need seamless task syncing between Clio and Jira Software Cloud to keep operations aligned.
Practice Operations Directors
Engineering Team Leads
Client Success Managers
Legal Administrators
Project Coordinators
Compliance Officers
📈
Practice Operations Directors
You're overseeing legal workflows but your tracking boards only update when someone manually exports matters, so the case counts you're reviewing are always a few hours behind — with this integration, every new matter lands in Jira Software Cloud instantly and your operational data stays current.
⚡
Engineering Team Leads
You need to act fast on client requests logged in legal platforms, and you find out about new requirements too late through manual emails — with this integration, every new Clio task creates a Jira Software Cloud issue immediately and development starts without delay.
🤝
Client Success Managers
You answer to clients who want to see active project progress across legal and technical deliverables, but status updates require manual cross-checking — with this integration, updating Jira Software Cloud issues automatically syncs status notes back to Clio matters.
📊
Legal Administrators
The volume of new matters and tasks is too high for anyone to keep up by hand across multiple systems, leading to missed handoffs — with this integration, every matter creation and task update syncs automatically between Clio and Jira Software Cloud.
🔄
Project Coordinators
You own the technical implementation phase and depend on legal staff upstream to hand over matter details before you can begin work — with this integration, every new Clio matter opens the required tracking issue in Jira Software Cloud instantly.
📁
Compliance Officers
You need a reliable history of all case communications and document attachments, but keep finding audit gaps between systems — with this integration, every file and communication log syncs seamlessly between Clio and Jira Software Cloud.
Did you know?
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Free done-for-you setup
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Frequently Asked Questions
How do I connect Clio to Jira Software Cloud?
You can connect Clio to Jira Software Cloud in 1 click using Integrately. Choose from ready-made templates or ask Integrately AI to build the automation and map the fields for your team.
Can I automatically create Jira Software Cloud issues from new Clio matters?
Can I connect Clio, Jira Software Cloud, and Slack?
What is a good Zapier alternative for Clio and Jira Software Cloud?
How does Clio handle tasks and matters in this integration?
Can Jira Software Cloud issue updates sync back to Clio?
Do I need coding skills to automate Clio and Jira Software Cloud?
Is the Clio and Jira Software Cloud integration free?
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