[Image: Clio]

Clio

Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.

Triggers

New Activity

Triggers when a new activity is created.

New Calendar Entry

Triggers when a new calendar entry is created.

New Task

Triggers when a new task has been created.

New Communication

Triggers when a new communication is created.

New Bill

Triggers when a new bill is created.

New Matter

Triggers when a new matter is created.

New Contact

Triggers when a new contact is created.

Actions

Create Person

Creates a new person.

Create Contact Note

Creates a new contact note

Create Company

Creates a new company.

Create Matter Note

Creates a new matter note

Create Communication

Creates a new communication.

Create Task

Creates a new task.

Create Time Entry

Creates a new time entry.

Create Matter

Creates a new matter.

Create Expense Entry

Create a new expense entry.

Create Calendar Entry

Creates a new calendar entry on the users calendar.