Integrately – No code automation platform
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Key benefits for your firm
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Automate your firm’s workflows
Save hours every week by automating repetitive tasks such as client intake, matter updates, and billing reminders. For example, when a new contact is created in Clio, Integrately can instantly add them to your CRM, send a welcome email, and notify your legal team. -
Ensure consistent and accurate data
Keep client, matter, and billing information synced across Clio and other tools like Google Workspace, QuickBooks, and Slack. This reduces manual data entry, prevents errors, and ensures your team always has the most up-to-date information. -
Deliver a better client experience
Provide timely, personalized communication at every stage of the client journey. Automatically send appointment confirmations, document requests, and status updates—helping clients feel informed and valued.
How Integrately – No code automation platform works with Clio
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Automate Workflows Between Clio and 1,300+ Apps
Integrately lets you connect Clio with thousands of other apps to eliminate repetitive tasks and ensure your client and matter data is always up to date. Without writing any code, you can create automated workflows that trigger actions in Clio or other tools—saving your firm hours every week.
Example Use Case – Streamlined Client Onboarding
Integrately automates your entire client intake process from first contact to scheduled consultation.
Trigger: New contact created in Clio
Actions:
1] Add the client to your CRM or client tracker
2] Send a personalized welcome email with an intake form
3] Notify your legal team in Slack for next steps
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Helpful resources
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Getting set up
To get started please visit: https://app.integrately.com/signup
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Security and privacy policy
Please see Integrately’s Terms and Privacy Policy
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Additional support
For additional support please visit: https://integrately.com/docs or reach our via email to [email protected]