[Clio integrations]
Clio integrations and automation
A Clio integration connects Clio Manage or Clio Grow to the other tools your firm uses, such as website forms, email, accounting and e-signature, so data moves between them automatically. It's for owner-led firms of 5 to 50 people that already run on Clio but still re-enter the same details in two or three places.
Starts at CA$1,500
What can be connected to Clio?
Almost any tool with an API or webhooks can be connected to Clio, including website forms, e-signature, accounting, calendars and messaging.
- Website and intake forms that create contacts and matters
- E-signature tools that file signed documents back to the matter
- Accounting and payment tools, so invoices and payments stay in sync
- Alerts by email or chat when something on a matter changes
When is a custom integration better than an app from the Clio App Directory?
A custom integration is better when no listed app covers your exact workflow, or when several apps need to work together in a specific order.
- We check the App Directory first and recommend an existing app when it fits
- Custom work fills the gaps between the apps you already use
- Everything uses Clio's official API, authorized by your firm
How does a project work?
It starts with a free 30-minute audit of where your team re-types data, followed by a fixed-scope build that usually takes two to three weeks.
- Audit: we trace each piece of data from where it starts to where it's needed
- Build: we connect the tools, map the fields and handle errors
- Launch: we test with real matters, then hand over the documentation
What happens when Clio or another tool changes?
Integrations are built on Clio's official API and report their own errors, so a change in Clio or another tool is caught instead of failing silently.
- Failed syncs are logged and reported to you or to us
- Every connection and field mapping is documented
- Your firm owns every account and API key
How much does it cost?
Starts at CA$1,500
Fixed-scope Clio integrations start at CA$1,500. The free audit gives you an exact price before you commit. If you'd like a deeper written assessment first, a paid audit or one-week sprint costs CA$500 to CA$1,000.
Every project is designed and built by Antonio Manzanares.
Frequently asked questions
- Do you work with Clio Manage and Clio Grow?
- Yes. We connect both, including moving intake data from Clio Grow into matters in Clio Manage.
- Do you need access to our Clio account?
- Only through an API authorization that your firm approves and can revoke at any time. We don't need a user seat.
- Can you move our existing data into Clio?
- Yes, as a separate, scoped project: contacts, matters and documents from spreadsheets or another system.
- Can client-facing messages be in Spanish?
- Yes. Confirmations, reminders and other messages triggered from Clio can go out in English or Spanish, based on the client's language.
- What does ongoing support cost?
- Support is optional. It's quoted after launch as a monthly fee based on how many connections you have.
Find out what your team re-types into Clio
Book a free 30-minute audit. You'll leave with a map of your data flow and a fixed price for connecting it.