I’m looking to set up some automated workflows between Clio and other apps using Zapier. I want to streamline my law practice operations but I’m not sure which automations would be most beneficial.
What are the most useful Zapier integrations you’ve implemented with Clio? I’m particularly interested in automations that help with client communication, document management, or billing processes.
For example, are there good workflows for automatically creating contacts from intake forms, syncing calendar events, or sending follow-up emails? Any recommendations on which third-party apps work best with Clio through Zapier would be really helpful too.
Document automation has significantly improved my practice. Using Zapier, I automate the process of pulling email attachments from clients directly into their Clio matter folders, eliminating the need for manual downloading and filing. This has saved me several hours each week. Additionally, I’ve integrated Clio with QuickBooks, so when I mark an invoice as paid, the entry is automatically created, preventing any double entry issues. For new clients, I utilize JotForm, which connects to Clio via Zapier; a completed form generates a contact, opens a matter, and sends welcome emails through Mailchimp. The system operates seamlessly. One key takeaway is to start with a few automations; I initially set up multiple at once and spent a lot of time troubleshooting conflicts. It’s best to ensure one or two automations function flawlessly before scaling up.
Toggl automation completely changed how I track time. Now when I start a timer for client work, it automatically creates entries in Clio with the right matter and billing codes. No more forgetting to log hours during crazy busy days. I’ve got Dropbox set up to auto-sync signed docs into the right Clio folders based on how I name files. Super helpful. Another thing I love - when tasks get marked complete in Clio, my paralegal gets a Slack notification. Keeps everyone in the loop without me having to constantly update people. Just make sure your Zapier filters are spot-on. I screwed this up early on and created tons of duplicate entries. Took weeks to fix that mess.
gmail integration changed everything for me. client emails automatically log to the right matter in clio without me touching anything. i’ve got calendly syncing to both google and clio calendars - saved me from so many double bookings. typeform’s solid for consultations too - creates the contact and pings me on slack instantly.