Connect Template To and Clio to Build Intelligent Automations

New Template

Find a User

Create Task

Update Person Contact

Create Matter Note

Create Company Contact

Create Calendar Entry

Create Matter Folder

Assign Task Template List

Find or Create Matter

Update Task

Create Person Contact

Create Matter

Update Matter

Create Time Entry [Activity]

Update Company Contact

Create Expense Entry [Activity]

Create Communication

Upload Document to Matter

Find or Create Person Contact

Find or Create Company Contact

Create Task Template List

List All Interest Charges

List All Line Items

List All Communications

List All Conversations

List All Contacts

List All Documents

List All Folders

List Matters

List All Reports

List All Task

List All User

List All Group

Find Clients for Matter