Clio automation for matters, billing, and client intake
Route new client intake, matter updates, and invoice follow-ups to keep legal work organized and billable.
Connect Clio with 2200+ apps
Ready to use Clio automations
Triggers and Actions in Clio Automations
viaSocket makes it simple to connect Clio and automate repetitive tasks.
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
Real-world use cases of Clio integrations
See how Clio integrates with popular apps to automate tasks and streamline your workflow.
Create a Clio matter from Slack when a new retainer is approved.
Send Clio invoice reminders through Gmail when payments stay unpaid after due dates.
Log Clio matter deadlines in Google Sheets when a case status changes.
Assign Clio intake follow-up tasks in Asana when a prospective client signs.
Update your CRM with Clio client details when a new consultation is booked.
Route Clio invoice status changes to your spreadsheet for monthly billing reporting.
How to get started with Clio automations
Automate when something happens in Clio
Login -> Create new flow -> Select trigger -> Search Clio -> Choose the trigger from the list
Take action in Clio when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Clio -> Choose the action from the list
Trigger
Action
Start with a template
Launch your automation in minutes using professionally built workflow templates. Customize them anytime to fit your needs.
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Frequently Asked Questions
viaSocket connects to your Clio account using an authorized, secure connection. Typical setup for a single workflow takes 1–3 hours for a non-technical user; complex multi-step automations may take longer. We provide templates to speed setup.
Common Clio objects you can automate include Contacts, Matters, Time Entries, Bills/Invoices, Documents, Tasks, and Calendar events. These cover intake, timekeeping, billing, document storage, and case tasks.
viaSocket uses encrypted connections and respects Clio’s access controls. You remain in control of permissions and data flow. For regulated data (e.g., client confidences), follow your firm’s policies and applicable rules; viaSocket complements Clio’s security.
Yes. viaSocket can use AI to summarize meeting transcripts or notes, extract billable tasks and durations, and create Clio time entries automatically — reducing admin and improving accuracy while keeping you in control of edits and approvals.
Typical outcomes include faster matter intake, fewer missed billable minutes, quicker invoicing (improved cash flow), reduced admin time for partners and staff, and clearer KPI visibility. ROI depends on volume but often appears within a few billing cycles.
About Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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