Integrations
The following sections and articles detail each of Clio's integration partner applications, including setup instructions.
Videos
Business Growth
- Is the Mailchimp Integration Available to EU Clio Grow Users?
- Can Clio Create a Drop/Pull-Down Form Field to be Used with Lex Reception?
- Can I Sync Custom Fields with Smith.ai?
- Does Clio Integrate with Yourefolio?
- InterActive LegalSuite™
- Does Clio Integrate with Community.Lawyers?
Business Operations
- Can Clio Manage Integrate with Wordpress or WIX?
- When Will Clio Grow be Merged into Clio Manage?
- List of 1st Party Clio Manage Integrations
- Changes to Online Payment Regulations in the EEA: Strong Customer Authentication (SCA) Required.
- How to Connect Clio to Lead Docket
- Does Clio Integrate With Legably?
Communications
- Where Can I See the List of Grow Integrations?
- How Do I Contact DialPad Support?
- Is The Alert Communications Integration Available To EU Clio Grow Grow Users?
- Does Clio Have an Internal Messenger App?
- Is the Mailchimp Integration with Grow a One-way Push or Bi-directional Sync?
- What is the Redirect URI for Nextiva?
Documents
- Lawyaw Integration—Document Automation and E-Signature Resources
- How to Uncompress a Folder?
- How Do I Compress a Folder?
- In Which States Can I Use Lawyaw Forms?
- Can documents stored in Clio be accessed while offline?
- Is the Clio desktop app Available on macOS?
Finance
- Does Clio Integrate with Atrium Bankcards?
- Does Clio have Tools to Calculate Compensation Splits?
- Is There a Timekeeper App or Integration for Microsoft Word?
- Klyant Reports are Exporting into CSV with the Wrong Currency
- What Does Clio Sync to Klyant?
- How Do I Transfer Funds Between Operating Accounts of Two Contacts?
Productivity and Reporting
Research
Scheduling
- How do I pre-approve Zoom for the Clio Manage integration?
- Why Are My Contact's Email Addresses Repopulating after Removing Them?
- Issue: Unable to See the "Sync" Button when Syncing Contacts or Calendars
- How to Share your Calendar With Other Users in Outlook?
- Why Does the Contact Sync Page Keep Spinning Once the Sync is Set Up?
- How do I Customize the Visibility for People I Have Shared my Google Calendar With
3rd Party Integration Apps
- Are WealthCounsel Documents Automatically Saved Back to Clio Manage?
- Can 2 Zapier Users be Authorized With a Single Clio User?
- Does Clio Have Any Bankruptcy Integrations?
- If a Third Party Manages My Mailchimp Account, Do They Need Access to Clio?
- Is A Zoom Subscription Included In The Cost of Any Version of Clio Manage?
- What is Lead Docket?
Clio's API
- Issue: Custom Field Values Not Being Returned On A "Matter Deleted" Event Webhook
- Is There a Way to Have Multiple Forms Connect to the Wordpress Plugin?
- Does FasterLaw Offer Document Migration Services?
- Is MatterMovers a Clio Partner?
- Does Clio Integrate with Venmo?
- "We couldn't find that email address or password" When Signing In With Clio