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KCS - Does Clio Include Any Project Management Features?

Objective:

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

Environment:

  • Clio Web App
  • Zapier
  • Trello

Additional Information:

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

Answer:

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. 

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