All your favorite tools, working together
With over 250 apps available in the Clio App Directory, the tools your firm loves and needs are only a click away. Bring everything together by connecting your calendar, email, and video conferencing provider to Clio.
Less busywork, more billable work
Do more in less time by connecting productivity apps to Clio. Automate repetitive work and sync data between your tools so that tedious tasks, including data entry, time keeping, and filing emails to cases get done faster.
-
File client communications to your matters in seconds
Maintain complete and accurate case files by instantaneously filing emails and attachments from your inbox to your matters in Clio.
-
Automatically record payments to your accounting platform
Manage all of your legal billing, accounting, and compliance requirements confidently—and avoid double entry—by syncing your accounting platform to Clio.
-
Easily access your documents in one central place
Sync your matter files to your preferred document management solution to make it easy for your firm to collaborate and securely manage case files from anywhere.
See it in Action
Better and faster communication for your clients
Deliver a best-in-class client experience by making it easier for clients to communicate with your firm with phone, video, and text messaging integrations.
-
Automatically create communication records from calls
Make calls from any device or location while automatically recording the call details to the corresponding matter.
-
Make it easy for your clients to meet with virtual meetings
Keep your remote meetings face-to-face by adding video conferencing details to your meeting invites.
-
Build better client relationships with text messaging
Respond promptly to your client messages using their preferred method of communication.
See it in Action
A legal software platform that adapts to your needs
Clio connects with more apps than any other practice management software—or you can create your own—so you can build your practice your way.
-
Ask our integration experts
Connect with a Clio Certified Consultant to find a solution that’s right for your firm.
-
Create more connections
Automate your work by using Zapier to connect additional apps and services—all without writing a single line of code.
-
Build your own integrations
Develop custom solutions that integrate your internal tools and processes with Clio’s API.
Book a Live Demo
Book a live demo to see how Clio can help your law firm maximize efficiency and increase revenue
Try Clio for Free
Try Clio’s legal software free for 7 days with no obligation. Easy setup. No credit card required. Cancel anytime
FAQs about legal software integrations
What does legal software integration mean for my law firm?
Legal software integration involves connecting your legal practice management software, like Clio, with other business and legal applications to optimize your firm’s operations. Integrating Clio with tools such as calendars, email platforms, accounting software, and document management systems allows you to automate tasks, eliminate duplicative data entry, and boost overall efficiency. These software integrations help your law firm use the best available tools while keeping all information organized and secure within Clio.
What legal apps can I integrate with Clio?
Clio offers integrations with top legal apps like Fastcase, Ruby Receptionists, and more, so you can continue using the tools you already rely on while securely managing your files in Clio. Explore more apps you can integrate with here.
Why should I choose Clio legal software integrations for my firm?
Clio offers the largest collection of legal apps and services, providing seamless connections with more legal tools than any other legal practice management software. By integrating Clio with specialized apps for your practice area or firm needs, you can streamline workflows, increase efficiency, and ensure your firm is equipped with the best tools available.
Are there integrations for specific law practice areas?
Yes, Clio offers integrations tailored to various legal disciplines, including immigration, family law, bankruptcy law, intellectual property law, personal injury law, real estate law, wills and estates law, criminal law, and civil litigation, providing specialized tools to meet the unique needs of your practice.
Can Clio's legal case management solution integrate with my accounting software?
Yes, Clio integrates with QuickBooks and Xero to sync contacts, bills, credit notes, and payments, helping streamline your legal accounting and reduce the need for manual data entry. Discover more accounting integrations.
How can I manage my documents within Clio?
You can connect Clio with popular document storage platforms like OneDrive, Google Drive, Dropbox, Box.com, and NetDocuments, allowing you to manage and collaborate on legal documents linked directly to your Clio Matter. Explore more document management integrations.
How can I build custom workflows and automation with Clio?
Clio allows you to create custom integrations and workflow automation using Zapier, enabling connections between 1,000+ apps, or you can build your own app using Clio’s API to create tailored solutions.
How can I quickly file emails to my Clio cases?
You can easily archive emails and attachments from Gmail or Outlook by filing them directly to Clio, streamlining case management, and keeping all law firm client communications in one place.
How do I sync my contacts and calendars with Clio?
Clio allows you to sync contacts and calendars from Outlook (Office 365) and G-Suite, improving efficiency and ensuring your schedule and contact list stay consistent across all platforms.
Can I get support for creating custom integrations?
Suppose you need a custom integration or app. In that case, Clio’s network of independent developers, consultants, and our award-winning support team can assist in creating solutions that fit your needs.
What are the benefits of Clio software integrations?
- Streamlined Workflows
Clio integrates with over 250 apps, enabling seamless connections between various business tools. This reduces the need for manual data entry, saving your team time and effort. - Improved Efficiency
Syncing contacts, calendars, emails, and accounting software ensures platform consistency and simplifies day-to-day operations, boosting productivity. - Specialized Tools for Your Practice
Clio provides integrations tailored to specific legal disciplines, such as immigration, family law, and civil litigation, so you can use tools that match your law firm’s needs. - Integrations for every firm function
Access a wide range of integrations for marketing, business development, eDiscovery, reporting, legal AI and automation, e-Filing, time tracking, payments, and more, helping your firm stay organized and efficient across all functions. - Customization & Automation
Create custom workflows and integrations using Zapier or Clio’s API to automate repetitive tasks and tailor solutions to your firm’s unique requirements. - Reduced Human Error
Automating processes and syncing data between systems minimizes the risk of errors, ensuring your legal practice operates smoothly and efficiently.
These benefits collectively help firms maximize their productivity, reduce administrative burdens, and enhance client service.