CLIO MANAGE

Legal software integrations that connect Clio to your tools

Connect 35+ apps for email, calendars, accounting, and documents, or build your own with Clio’s open API.

Woman in a blue shirt and pants, looking down at a tablet she is holding.

Law firm software integrations for daily work

Bring the apps you rely on every day into the same matter record.

File email from your inbox

Save emails and attachments to matters from Gmail or Outlook.

Sync contacts and calendars

Keep contacts and calendars in step with Microsoft 365 or Google Workspace.

Connect your documents

Work with files in OneDrive, Google Drive, Dropbox, Box, or NetDocuments.

Link your accounting

Send contacts, bills, credit notes, and payments to Xero or QuickBooks Online.

Clio is building an ecosystem of applications that extend its capabilities beyond practice management to all facets of law practice.

Bob Ambrogi

Above the Law

Integrations for your practice area

Find apps built for the specific work your firm does.

Personal injury, conveyancing, and more

Browse integrations for personal injury, conveyancing, bankruptcy, and intellectual property.

Few firms use just one tool, and Clio is designed to work with the rest.

Communication tools that log to the matter

Record calls

Phone integrations create call records on the matter.

Add video links

Video meeting details from tools like Zoom are added to calendar invites.

Text clients

Messaging integrations keep SMS conversations with the matter.

Build the integration you need

If the app you want isn’t in the directory, there are three ways to connect it.

Use Zapier

Connect Clio to thousands of apps with no-code Zapier workflows.

Work with the open API

Developers can build custom integrations on Clio’s open API.

Ask an integration expert

Clio’s network of independent developers and consultants can design and set up integrations for your firm.

Integrations reach across Clio

Integrations connect to the matter records your firm already uses, so data lands where your team expects it.

Legal software integration resources

Blog

How to Supercharge Your Law Practice With Zapier

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Andrew Legrand talks about how lawyers can use Zapier to streamline common tasks and get the most out of the technology they use every day.

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Legal software integrations FAQs

What does legal software integration mean for my law firm?

It means your other tools share data with Clio, so emails, documents, calendars, and accounting stay linked to the correct matter without re-entry. Get a demo.

What legal apps can I integrate with Clio?

Clio integrates with 35+ apps, including Outlook, Gmail, Google Calendar, Dropbox, OneDrive, Xero, QuickBooks Online, and InfoTrack. Browse the App Directory by category or practice area to find the ones that fit your firm. Explore the App Directory.

Are there integrations for specific practice areas?

Yes. The App Directory includes integrations for practice areas such as immigration, family law, bankruptcy, intellectual property, personal injury, conveyancing, wills and estates, criminal law, and civil litigation. Explore the App Directory.

Can Clio integrate with my accounting software?

Yes. Xero and QuickBooks Online sync contacts, bills, credit notes, and payments with Clio, so your accountant can keep working in the ledger they know while billing stays in Clio. Get a demo.

How can I manage my documents from other tools?

Connect OneDrive, Google Drive, Dropbox, Box, or NetDocuments and work with those files from Clio, alongside the matter they relate to. Get a demo.

How can I build custom workflows and automation with Clio?

Use Zapier for no-code connections between Clio and thousands of other apps, build on Clio’s open API, or work with an independent developer or consultant who can set it up for you. Get a demo.

How do I file emails to my Clio matters?

Use Clio’s Outlook Add-in for Office 365 or the Gmail integration to send emails, with their attachments, straight to the matching matter. Start a free trial.

How do I sync my contacts and calendars?

Connect Microsoft 365 or Google Workspace to keep contacts and calendars in step with Clio, so schedules and contact details match across both. Start a free trial.

Can I get help creating a custom integration?

Yes. Clio’s network of independent developers and consultants can design and build integrations for your firm, or your own developers can work directly with Clio’s open API. Get a demo.

Connect your tools to Clio