Clio - US

Integrate Clio - US with 2800+ apps and services

Supercharge your Clio - US experience by seamlessly connecting with over 2800 apps using AI-powered automation. Build smart workflows to enhance efficiency and drive your legal practice forward.

Explore Triggers and Actions

Bill State Updated (Instant)
Trigger new event when the state of a bill has changed in Clio. [See the documentation](https://docs.developers.clio.com/api-reference/#tag/Webhooks/operation/Webhook#index)
New Activity (Instant)
Trigger new event when a new activity is created in Clio. [See the documentation](https://docs.developers.clio.com/api-reference/#tag/Webhooks/operation/Webhook#index)
New Document (Instant)
Trigger new event when a new document is created. [See the documentation](https://docs.developers.clio.com/api-reference/#tag/Webhooks/operation/Webhook#index)
Create New Matter
Creates a new matter in Clio. [See the documentation](https://docs.developers.clio.com/api-reference/#tag/Matters/operation/Matter#index)
Create New Task
Creates a new task in Clio. [See the documentation](https://docs.developers.clio.com/api-reference/#tag/Tasks/operation/Task#index)
Update Matter
Updates an existing matter in Clio. [See the documentation](https://docs.developers.clio.com/api-reference/#tag/Matters/operation/Matter#update)

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

Popular App Usecases

We’re adding more usecases, triggers and actions - check back soon!

About Clio - US

Clio - US is a leading legal software designed to streamline case management, billing, and client interactions for legal professionals.

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Clio - US
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Clio - US

Integrates With

We’re adding more usecases, triggers and actions - check back soon!

Frequently asked questions

How to set up Clio - US integration in Ayudo?

To set up Clio - US in Ayudo, log in to your Ayudo account, navigate to the integrations page, select Clio - US, and authenticate using your Clio API credentials. Follow the prompts to configure your desired workflows.

What are the required permissions or API keys?

You'll need your Clio API key, which can be found in your Clio account settings under 'API Access'. Ensure you have permissions to access client and case data.

Combining Clio - US with other apps?

Integrate Clio - US with apps like Google Workspace, Slack, and QuickBooks. Create multi-step workflows such as syncing client communications and automating billing processes.

What are common use cases for Clio - US integrations?

Automate client intake forms, synchronize case updates with your calendar, generate invoices, and streamline communication management for enhanced productivity.

What are Ayudo's pricing benefits?

Ayudo offers flexible usage-based pricing, allowing you to pay for what you use, unlike traditional per-seat models, providing cost-effective automation solutions.

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