When Contact is created in Clio, create Contact in WhatConverts
When Contact is created in Clio, create Contact in WhatConverts
Clio + WhatConverts Integration
Integrate Clio to WhatConverts in one click, or tell Integrately AI how you want each lead handled. Capture lead details, update your marketing tracking, alert your team, and track conversions 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
Lead is created in WhatConverts Instant- Lead is updated in WhatConverts Instant
2.
- Search task by name in Clio
- Assign task template list to matter in Clio
- Upload document in Clio
- Update task in Clio
- Create communication 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
- Create lead in WhatConverts
- Update lead in WhatConverts
- Search lead in WhatConverts
Trusted by experts at...
Ready Workflows for Clio + WhatConverts Integration
Create leads, update contact details, log communications, alert your team, and send follow-ups, all in just one click.
Most popular automations
Create Clio contact for new WhatConverts contact
CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this WhatConverts - Clio integration, anytime a new WhatConverts contact is created, an Clio contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
See moreHowever, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this WhatConverts - Clio integration, anytime a new WhatConverts contact is created, an Clio contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
When New lead is received in WhatConverts > Check condition > Create person contact in Clio
WhatConverts + Clio Integration
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Clio + WhatConverts flow
Connect your leads and matters to customer support, team messaging, email, and billing tools the moment actions happen. Pick a combination and activate it in one click.
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Facebook Lead Ads (5)
Facebook Lead Ads (5) +
Google Analytics 4 (4)
Google Analytics 4 (4) +
Calendly (4)
Calendly (4) +
Slack (4)
Slack (4) +
Gmail (4)
Gmail (4) +
QuickBooks Online (4)
QuickBooks Online (4) F
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Create a WhatConverts lead and a Clio person contact for every new Facebook Lead Ads submission
Every Facebook Lead Ads submission creates a new lead in WhatConverts and a person contact in Clio instantly, eliminating manual data entry.
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When a Facebook Lead Ads lead is captured, update WhatConverts and create a Clio matter
New Facebook Lead Ads submissions update WhatConverts tracking data and immediately open a new matter in Clio.
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If a Facebook Lead Ads submission indicates high value, create a priority Clio task and update WhatConverts
High-value Facebook Lead Ads leads instantly trigger a priority Clio task and update WhatConverts data.
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When a WhatConverts lead is updated from Facebook Lead Ads, add a communication note in Clio
Updated Facebook Lead Ads attribution in WhatConverts automatically logs a communication note in Clio.
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Use ChatGPT to analyse Facebook Lead Ads submissions, create a WhatConverts lead, and add a Clio matter note
ChatGPT analyses incoming Facebook Lead Ads responses before WhatConverts logs the lead and Clio saves a matter note.
Supported triggers and actions for Clio and WhatConverts
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 → What can you automate with Clio + WhatConverts?
Streamline your entire legal practice and marketing funnel with reliable automated workflows that remove manual busywork.
🔄
Sync new Clio matters with WhatConverts leads
Automatically generate a corresponding WhatConverts lead the moment a new matter is created in Clio. Keep your marketing attribution aligned with active legal work.
📋
Capture every submitted field and custom detail
Map all available contact and form fields from WhatConverts straight into your Clio person contacts and matter notes. Ensure no consultation detail gets lost.
🔔
Notify your legal team instantly on Slack
Alert attorneys and intake staff in Slack the second a new client matter is opened or a high-value lead arrives. Coordinate follow-ups without delays.
🔀
Route leads based on submitted criteria
Filter incoming prospects based on practice area or case type, creating priority Clio tasks for high-value matters while standardizing general enquiries.
🔄
Keep client records updated as stages change
Automatically update WhatConverts lead stages whenever a Clio matter status changes or a task is completed. Maintain real-time pipeline visibility.
🔍
Search and update existing records to prevent duplicates
Search for existing person contacts and companies in Clio before creating records, updating current profiles rather than generating messy duplicates.
💳
Automate workflows when billing states update
Trigger actions in WhatConverts or notify team members whenever a Clio bill state is updated or an invoice is paid. Streamline financial oversight.
🔌
Extend your workflow to team messaging and email
Connect your core Clio and WhatConverts integration with Slack or Gmail to send instant follow-up emails and team alerts automatically.
And much more...
Who is Clio + WhatConverts integration for?
Legal practices and marketing teams connect Clio and WhatConverts to eliminate manual data entry, accelerate client intake, and maintain accurate attribution reporting.
Legal marketing managers
Intake specialists
Law firm partners
Practice managers
Billing coordinators
Client relations leads
📈
Legal marketing managers
You're running campaigns across multiple channels but your reporting sheet only updates when someone manually exports leads, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new lead lands in WhatConverts instantly and your marketing attribution stays current.
⚡
Intake specialists
You receive prospect enquiries through digital forms and have to re-type client details into Clio by hand, leading to bottlenecks when enquiry volume spikes — automating both apps means every submission populates your legal practice management system instantly without manual entry.
⚖️
Law firm partners
You need to review matter progression and firm intake numbers for monthly partner meetings, but scattered data sources make pipeline visibility difficult — this integration means every client matter and lead conversion syncs automatically into a unified workflow.
💼
Practice managers
You oversee daily administrative operations and struggle to keep client records synchronized between marketing attribution tools and legal software — connecting these apps means your team spends zero time copying contact details between platforms.
💳
Billing coordinators
You manage client billing and need to reconcile marketing acquisition costs against actual case billables, but tracking gaps delay financial reporting — this integration means billing updates and payment states flow seamlessly into your financial records.
🗂️
Client relations leads
You depend on intake staff to pass over consultation notes and prospect history before client meetings, but incomplete records cause missed context — automating both apps means complete contact histories and communication logs are accessible in Clio immediately.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Clio + WhatConverts
Build and manage your Clio + WhatConverts automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Clio + WhatConverts 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 + WhatConverts Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
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Frequently Asked Questions
How do I connect Clio to WhatConverts?
You can connect Clio to WhatConverts instantly using ready workflows or 1-click automation on Integrately. Link your accounts and connect with tools like Slack, Gmail, and Calendly. You can also use Integrately AI to build custom multi-step workflows.
Can I automatically create a WhatConverts lead when a Clio matter is created?
Can I connect Clio, WhatConverts, and Slack?
What is a good Zapier alternative for Clio and WhatConverts?
How does Clio handle contact and matter updates in the integration?
How does WhatConverts track marketing attribution during lead synchronization?
Can I set up these Clio and WhatConverts automations without coding?
Is the Clio and WhatConverts integration free?
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You Can Also Connect Clio or WhatConverts With 1500+ Other Apps
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