Integrate Clio With the Tools You Already Use

 Turn client intake forms into instant case files. New responses automatically create or update client records in Clio, saving your staff hours of admin work. 

 Sync your billing and accounting automatically. No more double data entry, invoices, expenses, and payments flow directly between Clio and your accounting software. 

 Keep client communication organized by connecting Clio with your inbox. Automatically log emails, sync contacts, and eliminate time wasted switching between systems. 

 Streamline contract management. Automatically generate agreements from Clio, send for signature, and store finalized documents without manual uploading. 

 Make sure your CRM and Clio stay in sync. Share leads, contacts, and case updates seamlessly so your team always works with up-to-date information.