Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

Does Clio Include Any Project Management Features?


  • Integrate with Project Management Application
  • Connect Clio to Trello via Zapier
  • How can I better automate my workflow?


  • Clio Web App
  • Zapier
  • Trello

Additional Information:

Tutorial - Using Zapier and Trello to Manage Tasks and be Agile


Clio includes a Tasks List feature (for creating a set of Tasks that can be assigned in bulk to applicable matters) but for more advanced project management you can link Clio to Trello, using Zapier as an intermediary. 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality