ClioAutomation & Integration
Connect Clio Manage and Clio Grow to automated intake, matter updates, and billing workflows.
Clio combines legal intake, matter management, documents, tasks, and billing across Clio Grow and Clio Manage. I build scoped automations around the records and events each firm authorizes.
Representative workflow
Clio
Legal Practice Management
- 01
Apply the project workflow
Clio Grow leads routed into staff-reviewed Clio Manage matter workflows when both products are authorized
Project destination
The system or person selected for this workflow
How I use Clio
With the appropriate OAuth scopes, Clio's APIs can support intake routing, matter updates, task creation, document workflows, billing follow-up, and internal notifications. I scope Clio Grow and Clio Manage separately, preserve the authorizing user's record visibility, and require firm review before a workflow writes financial or client-facing changes.
A practical starting point
Clio Grow leads routed into staff-reviewed Clio Manage matter workflows when both products are authorized
Workflow blueprint
From Clio to useful action
A representative implementation pattern. The project determines the exact fields, logic, access, and destination.
Clio
Legal Practice Management
- 01
Use the required platform data
Manage contacts, matters, stages, tasks, calendar entries, documents, activities, bills, and payment state
- 02
Apply the project workflow
Clio Grow leads routed into staff-reviewed Clio Manage matter workflows when both products are authorized
Project destination
The system or person selected for this workflow
What the integration supports
Facts checked
Authentication and access
Register a Clio developer application and use OAuth 2.0 with the minimum Clio Manage or Clio Grow scopes the workflow needs. Store each firm's token separately and verify signed webhook deliveries.
Useful data and actions
- Manage contacts, matters, stages, tasks, calendar entries, documents, activities, bills, and payment state
- Grow contacts and inbox leads where the approved Grow scopes and endpoints support the intake workflow
- Created, updated, deleted, and supported matter-lifecycle webhook events
Constraints to confirm
- Manage and Grow use distinct API surfaces and permissions; an app authorized for one does not automatically receive the other.
- Record visibility follows the authorizing user's Clio permissions, and some associations may be redacted or omitted.
- Clio Payments endpoints require the separate clio_payments scope and an account with Clio Payments enabled; trust and billing rules still require firm review.
What I automate with Clio
Clio Grow leads routed into staff-reviewed Clio Manage matter workflows when both products are authorized
Client document request sequences tied to matter stage changes
Consultation booking and reminder flows synced to intake records
Billing follow-up tasks based on authorized bill and balance data
Supported matter events routed to attorneys and staff
Ready to integrate Clio into your workflows?
Every project starts with a free call. We'll figure out what's worth automating and what isn't.
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