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No-code automationYour No-code and AI Automation Partner

Automate Clio Manage API Workflows with Make.com, n8n and Zapier

Enhance your legal practice by automating critical workflows in Clio Manage. Connect with accounting, CRM, and email platforms effortlessly to streamline client and case management processes, reducing manual tasks and boosting productivity.

When a New Client is Added
Solution
1. Automate Client Communication

Send automated welcome emails to new clients.

Create an Invoice
Solution
2. Automate Billing Process

Automatically generate invoices for newly closed cases.

When a Case is Closed
Solution
3. Generate Closing Reports

Create and share case summary reports automatically.

Sync Calendar Events
Solution
4. Automate Scheduling

Synchronize legal appointments with digital calendars.

Log Time Entries
Solution
5. Automate Time Tracking

Automatically log time spent on tasks from other tools.

- Repeat -

Automation Benefits

Clio Manage Automation Benefits

Enhance your legal practice with benefits from automating Clio Manage.

Save Time with Automated Processes

Cut down on repetitive tasks and focus on lawyering.

Accurate Billing

Reduce errors by generating invoices automatically.

Enhanced Client Experience

Keep clients informed with timely updates and communications.

Simplified Scheduling

Never miss an appointment with calendar syncs.

Improved Workflow Management

Manage cases more efficiently with integrated tools.

Data Security and Compliance

Securely automate data transfers while staying compliant.

Features

Clio Manage Automation Features

Powerful automations to streamline legal workflows and enhance practice efficiency.

  • 1
    Automated Client Onboarding

    Streamline onboarding with automatic data entry and client communication.

  • 2
    Smart Invoice Generation

    Automatically create and send invoices based on case milestones.

  • 3
    Integrated Time Tracking

    Log time across multiple apps for accurate billing.

Feature

Outcomes

Business Outcomes from Clio Manage Automation

Realize significant improvements in productivity and client satisfaction by automating Clio Manage workflows.

30%
Increase Case Closure Efficiency
50%
Reduce Manual Data Entry
40%
Enhance Client Communication

We Might Have Solved Your Problems Already

Clio Manage automation use cases

See how you can improve your process by leveraging AI, automation and Clio Manage API.

Form Submission Trigger app logoCase Type Analysis app logoDispatch Checklist app logoSecure Folder Sharing app logoTeam Allocation app logoCheck Document Upload app logo
Auto-Onboard Legal Clients with Intelligent Documents

Automatically send the right onboarding documents based on the type of legal case and client responses. Customize workflows to save time and reduce administrative tasks, enhancing both client satisfaction and operational efficiency.

FAQ

Clio Manage Automation FAQs

Addressing common questions and concerns about automating Clio Manage.

Pricing Plans

Our pricing plans

Choose a plan that is suitable for your needs.

One-Time
One-time Fee

Pay once for build out.

  • Custom project build (template / blueprint)

  • You choose platform (n8n, Zapier or Make)

  • Follows your requirements

  • Integrates with your systems

  • Paid after build maintenance

  • No recurring charges monthly

Build Fee + Maintenance Fee
from 300$/month

Pay for build + lower recurring maintenance fee.

  • Custom project build

  • We choose best platform

  • Follows your requirements

  • Integrates with your systems

  • Maintenance, priority email / Slack support

  • Monthly recurring charges, 3+ months contract

Recurring
from $600/month

Use our pre-built solution with no changes.

  • Existing solution access (no source code)

  • No platform selection

  • Integrates as described / documented

  • Integrates with specific systems and software

  • Maintenance, priority email / Slack support

  • Monthly recurring, 3+ months contract required