Tally + Clio Integration

Integrate Clio to Tally in one click, or tell Integrately AI how you want each submission handled. Capture responses, create matters, log notes, and update client records automatically.

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1.
  • Tally
    Response is created in Tally Instant
  • 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
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2.
  • Clio
    Search task by name in Clio
  • Clio
    Assign task template list to matter in Clio
  • Clio
    Upload document in Clio
  • Clio
    Create task in Clio
  • Clio
    Create communication 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

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Ready Workflows Ready Workflows for Clio + Tally Integration

Capture client details, create new matters, log notes, and sync records, all in just one click.

Most popular automationsmost-popular-automations
Tally + Clio Integration

Create Clio contact for new Tally response

When someone completes your Tally, a new contact is automatically created in your Clio. This way, you can quickly follow up with the response and turn them into a customer!

Plus, all of the information from the Tally is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Tally - Clio integration set up makes it easy to manage your customer relationships and grow your business.
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  • 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 Clio + Tally flow

Extend your legal workflows by connecting messaging, storage, and scheduling tools. Pick a combination and activate it in one click.

Tally
Clio
+
GmailGmail (3)
+
ClioClio (2)
+
SlackSlack (3)
+
QuickBooks OnlineQuickBooks Online (2)
+
Google DriveGoogle Drive (2)
+
CalendlyCalendly (2)
T
C
G
Create a Clio matter from every Tally response, and send a confirmation email in Gmail
New Tally responses automatically generate a Clio matter and dispatch an email via Gmail, removing manual data entry.
T
C
G
When a Tally response is submitted, create a person contact in Clio and email the intake team in Gmail
Capture contact details from Tally into Clio and alert your team via Gmail instantly.
T
G
C
G
Use Gemini to categorise Tally feedback, create a Clio matter note, and email the summary in Gmail
Gemini analyses Tally responses before logging notes in Clio and emailing summaries through Gmail.

Supported triggers and actions for Tally and Clio

Mix and match to build the exact automation you need

Tally
Tally Triggers & Actions
Instant
Response is created in Tally
Triggers the automation when a response is submitted
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No action is available
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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Create task in Clio
Generates a new task
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Create communication in Clio
Generates a new communication
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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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What can you automate with Clio + Tally?

Streamline your legal intake by turning form responses into active matters, tasks, and client records automatically.

What you can automate?
⚖️
Turn every form response into a Clio matter
Capture prospective client details from digital questionnaires and generate new matters in Clio the moment a response is submitted. Eliminate manual copy-pasting entirely.
📋
Capture every submitted questionnaire field
Map all custom questions and answers from your feedback forms directly into Clio matter notes and custom fields instead of just basic names and email addresses.
🔔
Alert your legal team instantly
Notify intake specialists and attorneys on Slack or via email the second a new prospective client completes your intake form.
🔀
Route submissions based on form answers
Send enterprise enquiries to senior partners while routing standard intakes to general queues based on specific options selected in the form.
🔄
Keep client records updated continuously
Synchronise updated client information and additional questionnaire submissions with existing matters in Clio without creating duplicate records.
🔍
Search and update existing contacts
Check if a contact already exists in Clio before creating a new record, attaching new questionnaire responses directly to their established file.
💳
Manage billing states and invoices
Trigger new bill creation or update billing statuses in Clio whenever a client submits payment preferences or financial details through a form.
📁
Extend intake flows to cloud storage
Connect your Clio and Tally workflow with Google Drive to automatically archive uploaded client documents in dedicated folders.
And much more...

Who is Clio + Tally integration for?

Law firms, legal professionals, and practice managers streamline intake, eliminate manual data entry, and keep client matters updated effortlessly across Clio and Tally.

Legal practice administrators
Legal practice administrators
Intake coordinators
Intake coordinators
Client relations leads
Client relations leads
High-volume managing partners
High-volume managing partners
Associate attorneys
Associate attorneys
Compliance officers
Compliance officers
📈
Legal practice administrators
You review intake metrics and matter growth every week, but your practice management system only updates when someone manually transfers form submissions, so your active matter counts are always hours behind — this integration means every new submission lands in Clio instantly and your metrics stay current.
⚡
Intake coordinators
You need to act on urgent legal enquiries the moment they arrive, but you find out about new client submissions too late because notifications are trapped in email inboxes — with this integration, every form response triggers an immediate matter creation and team alert.
🤝
Client relations leads
You answer to prospective clients and partners who expect rapid follow-ups on their submitted forms, but manual record creation causes frustrating delays — automating both apps means contact details and meeting notes are logged immediately upon submission.
📊
High-volume managing partners
Your firm handles dozens of digital questionnaires daily, and the volume is too high for your staff to keep up with manual data entry without errors — this integration means every form submission populates your practice management platform without human intervention.
⚖️
Associate attorneys
You own the initial case preparation and depend on intake staff to hand over client details before you can begin work, but gaps in communication stall your progress — connecting these apps means case matters and contacts are ready the second the form is filled.
🗂️
Compliance officers
You need a reliable audit history of every client intake questionnaire and matching matter record, but manual logging keeps leaving gaps in your records — this automation ensures every submission creates a precise, permanent trail in Clio.
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Why choose Integrately to automate Tally + Clio

Build and manage your Tally + 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 Tally + 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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Clio to Tally?
Frequently Asked Questions
You can connect Clio to Tally in one click using pre-built workflows or ask Integrately AI to build your automation. Link your accounts, select your trigger and action events, and sync your data with apps like Gmail, Slack, and Google Drive effortlessly.
Can I automatically create a Clio matter when someone submits a Tally form?
Frequently Asked Questions
Can I connect Clio, Tally, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Clio and Tally?
Frequently Asked Questions
How does Clio handle contact and matter creation from form responses?
Frequently Asked Questions
Can Tally pass custom form fields into Clio matter notes?
Frequently Asked Questions
Do I need coding skills to automate Clio and Tally?
Frequently Asked Questions
Is the Clio and Tally integration free?
Frequently Asked Questions
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You Can Also Connect Clio or Tally With 1500+ Other Apps

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