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.
Retell AI + Clio Integration
Connect Retell AI to Clio in 1 click
Free forever.Use premium features free for 14 days.1.
Call event is created in Retell AI Instant
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.
- Register phone call in Retell AI
- Make an outbound call in Retell AI
- Search call in Retell AI
- Get call by id in Retell AI
- Create knowledge base in Retell AI
- Add knowledge base source in Retell AI
- Get knowledge base by id in Retell AI
- Create phone number in Retell AI
- Import phone number in Retell AI
- Get phone number in Retell AI
- Create retell LLM in Retell AI
- Get retell LLM by ID in Retell AI
- Get agent by id in Retell AI
- Get voice by id in Retell AI
- Get concurrency in Retell AI
- List voices in Retell AI
- List agents in Retell AI
- Get agent versions in Retell AI
- List knowledge bases in Retell AI
- List retell LLMs in Retell AI
- List phone numbers in Retell AI
- Create communication in Clio
- Assign task template list to matter in Clio
- Search task by name in Clio
- Upload document in Clio
- Update task in Clio
- Create task 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
Trusted by experts at...
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Top 10 Most Popular Clio Automations from
Integrately Community
Most popular
01
Create Clio contact for new Microsoft Excel row
02
Create Clio contact for new Eventbrite order
03
Create Clio contact for new MemberPress member
04
Create Clio contact for new Google Sheets row
05
Create Clio contact for new CompanyHub record
Most popular
01
Create Clio contact for new Microsoft Excel row
02
Create Clio contact for new Eventbrite order
03
Create Clio contact for new MemberPress member
04
Create Clio contact for new Google Sheets row
05
Create Clio contact for new CompanyHub record
06
Create Clio contact for new Zoho Creator record
07
Create Clio contact for new EasyCSV data
08
Create Clio contact for new Bubble data thing
09
Create Clio contact for new PostgreSQL row
10
Create Clio contact for new MySQL row
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Retell AI + Clio Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
Trusted by 42,000+ Customers
Highest Rated Integration Platform on G2
P
ProductHunt
Most upvoted product of the month
Connect Retell AI + Clio Now
In Just 1 Click!
Want to automate something else in your workflow?
You Can Also Connect Clio or Retell AI With 1500+ Other Apps
Popular Clio Integrations
Clio is the leading practice management platform for lawyers. With Clio, you can manage your client matters and other legal tasks more efficiently, so you can do what's most important to you: practice law.
See All
Clio Integrations
Clio Integrations
No popular apps found
Popular Retell AI Integrations
Retell AI lets you build, deploy, and monitor intelligent voice agents for calls, integrating with knowledge bases, IVR systems, and telephony—automating 24/7 customer interactions with human‑like conversations.
See All
Retell AI Integrations
Retell AI Integrations
No popular apps found
