Automate Your Law Firm
Workflows with Clio
We build production-grade Clio Manage automations for law firms — connecting matters, contacts, tasks, calendars, and lead intake to ActiveCampaign, Evernote, Toggl, ChatGPT, and 1,000+ platforms using Make.com, Zapier, n8n, or the Clio REST API so your legal practice runs on autopilot.
3 Ways We Automate Clio Manage
We choose the right integration method based on your firm's workflow complexity, existing tools, and the legal processes that need to be automated across your practice.
Clio Native Workflows
Clio Manage has a built-in workflow and automation engine suitable for smaller-scale, contained legal process automations — trigger-based task assignments, status change notifications, deadline reminders, and internal process routing. We configure these native automations to handle routine in-system tasks so your team can focus on client work rather than administrative follow-up.
Make.com, Zapier & n8n
Make.com has a native Clio module with triggers for new matters, search and get operations, task management, contact handling, calendar events, and communications — connected to hundreds of external platforms. Zapier extends this to teams already managing tools through Zapier. For law firms needing self-hosted, privacy-first automation with no per-operation costs, n8n connects to Clio via the REST API on your own infrastructure with unlimited executions and full data control.
Clio REST API
Clio's well-structured REST API covers every module — matters, contacts, tasks, calendars, communications, billing, documents, time entries, and relationships. We use the API directly inside Make.com or through custom Python and JavaScript scripts to build enterprise-grade legal automation workflows — including AI-assisted matter creation, lead intake automation through Clio Grow, and complex cross-platform integrations.
Watch Our Clio Manage Automation Demo
A full walkthrough of real Clio automations we have built — from new matter to Evernote and Toggl, website lead intake to Clio Grow and ActiveCampaign, and AI-powered matter summarisation with ChatGPT.
What We Build With Clio Manage
Real legal practice automations we have delivered for law firms, solo practitioners, and legal operations teams using Clio Manage and Clio Grow worldwide.
New Matter → Evernote Notebook + Toggl Time Entry
When a new matter is created in Clio, our Make.com scenario automatically creates a corresponding Evernote notebook pre-structured for matter notes, and logs a Toggl time entry so billable hours are tracked from the moment the matter opens. The entire setup for a new matter takes seconds rather than minutes, and nothing is ever missed or forgotten by the responsible attorney.
Website Lead → Clio Grow + ActiveCampaign
When a prospective client submits an enquiry form on your website, we use the Clio Grow API to create a contact in the inbox leads with their full name, email, message, and source information. Simultaneously, the lead is added to ActiveCampaign and enrolled in the correct nurture sequence — ensuring every prospect is followed up immediately without any manual data entry from the intake team.
Clio Matter → ChatGPT Summary → Email or Doc
We build AI-powered matter processing workflows where Clio matter data — case description, notes, client details, and task history — is passed to ChatGPT to generate a structured matter summary or status update. The output is automatically emailed to the client, saved to a Google Doc, or stored as a Clio note — saving attorneys significant time on routine matter communication and reporting.
Clio Calendar Events → Team Notifications
We connect Clio Manage calendar events to Slack and email notifications — alerting the relevant team members when court dates, client meetings, or deadlines are scheduled or updated. We also sync Clio calendar events to Google Calendar or Outlook so attorneys always have their legal schedule reflected in their personal calendar without any manual duplication.
Matter Relationship & Contact Management
We automate Clio's contact and matter relationship management — when a new client is created, we automatically link them to the relevant matter, set up their communication preferences, assign the responsible attorney, and create an initial task checklist. Using the Clio API, we can manage complex relationship structures between clients, matters, and opposing counsel automatically.
Note-taking, Billing & Task Automation
We build comprehensive Clio automation suites covering note creation, time entry logging, task assignment, billing triggers, and document management — all connected to external tools your firm uses. When specific Clio events occur — matter status changes, document uploads, task completions — cascading automations ensure related systems are updated, teams are notified, and billing records are maintained accurately.
Clio Manage Integrations We Build
From note-taking and time tracking tools to CRMs and AI platforms — we connect Clio Manage with every application your legal practice depends on.
Ready to Automate Your Clio Legal Workflows?
Tell us about your legal practice processes and the tools your firm uses — and we'll design a custom Clio automation that keeps your matters, contacts, and billing running on autopilot. Free consultation, no commitment.