Connect Clio and Braintrust
Integrate Clio with Braintrust to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Clio + Braintrust flows
Start from a real workflow other teams are already running.
Choose a trigger
Clio
When this happens...
New Matter Created
New Activity
New Bill Created
New Calendar Entry
New Communication Is Created
New Contact
New Document
Matter Status Updated
New Task Created
Task Status Updated
Activity Updated
Activity Deleted
Bill Updated
Bill Is Deleted
Calender Entry Updated
Calender Entry Deleted
Communication Updated
Communication Is Deleted
Contact Updated
Contact Is Deleted
Document Updated
Document Deleted
New Folder Created
Folder Updated
Folder Deleted
Matter Updated
Matter Deleted
Task Deleted
Choose an action
Braintrust
Automatically do this!
Create Project
Create Dataset
Create Group
Create Role
Create AI Secret
Create Project in Braintrust when Activity Deleted in Clio
Use this flowCreate Group in Braintrust when Bill Updated in Clio
Use this flowCreate Project in Braintrust when Bill Is Deleted in Clio
Use this flowCreate Role in Braintrust when Calender Entry Updated in Clio Calendar
Use this flowCreate Group in Braintrust when Calender Entry Deleted in Clio
Use this flowCreate Role in Braintrust when Calender Entry Deleted in Clio
Use this flowCreate AI Secret in Braintrust when Communication Updated in Clio
Use this flowCreate Project in Braintrust when Communication Is Deleted in Clio
Use this flowCreate AI Secret in Braintrust when Communication Is Deleted in Clio
Use this flowCreate Dataset in Braintrust when Contact Updated in Clio
Use this flowSupported Triggers & Actions
Everything you can automate between Clio and Braintrust.
When this happensTriggers
A trigger is an event that starts a workflow.
New Matter Created
Runs when a new matter is created in Clio.
New Activity
Runs when new activity is created
New Bill Created
Runs when new bill is created
New Calendar Entry
Runs when new calendar entry is created
New Communication Is Created
Runs when new communication is created
New Contact
Triggers when a new contact is created
Do thisActions
Action is the task that follows automatically within your Clio integrations.
Create or Update Task
Creates a new task or updates an existing task.
Update Person Contact
Update an existing person contact
Create Matter Note
Creates a new matter note.
Create Company Contact
Creates a company contact.
Create Calendar Entry
Create a calendar entry in Clio.
Create New Folder
Create a new folder
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn more
About Braintrust
Braintrust is a decentralized talent network that connects skilled professionals with companies seeking top-tier expertise. It leverages blockchain technology to ensure fair compensation and transparency in the hiring process.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Clio and Braintrust accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Clio and Braintrust as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Braintrust. No coding required.
Yes. You can set up a workflow where Clio triggers actions in Braintrust, and a separate workflow where Braintrust triggers actions in Clio. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Clio and Braintrust. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Clio and Braintrust integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
