Clio integrations
Use Nekton to connect Clio with thousands of other services, and automate your day-to-day tasks. Describe what you want to automate in plain language, and Nekton AI will create automation for you.
Automate Clio integrations with Nekton
Streamline your law firm's matter management with Clio and Nekton. Focus your efforts on connecting with clients while Nekton and Clio automatically track progress, manage billing, and analyze reports. Nekton will connect Clio to thousands of other apps so you can spend less time on administrative tasks and more time keeping your clients happy.
Create automations that integrate Clio with other services
Nekton AI can integrate Clio with many online apps and tools.
Here are some popular integrations you can try to automate your Clio workflows:
Clio actions
Nekton can use any feature that is available in Clio API.
Using our advanced AI, you can easily create custom automations for Clio.
Here are some typical actions you can do in your automated workflows.
Assign Task Template List
Assign a Task Template List.
Create Calendar Entry
Creates a new calendar entry.
Create Company Contact
Creates a company contact.
Create Matter Folder
Creates a new folder in a matter.
Create Matter Note
Creates a new matter note.
Create Task
Creates a new task.
Update Person Contact
Updates an existing person contact.
Update Task
Updates a task.
App Extensions (Beta)
Performs an API call using an App Extension (Beta) entry, which you can select or create, later within this Flow's setup. App Extensions (Beta) can be reused across multiple flows and are managed centrally through the App Extensions (Beta) builder.
Find Bill
Finds a Bill by Client ID, Matter ID or Invoice number.
Find Newest Matter by Client Email
Find newest matter by client email.
Find Person Contact
Find a person contact by first name, last name, email or phone number.
Find or Create Company Contact
Find or Create Company Contact
Find or Create Person Contact
Find or Create Person Contact
Update Company Contact
Updates an existing company contact.
Create Communication
Creates a new communication.
Create Expense Entry (Activity)
Creates a new expense entry.
Create Matter
Creates a new matter.
About 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.