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Clio integration

Legal practice management for cases, time tracking, billing and client intake. Connect Clio to OLODESK and use it in the apps and automations your business runs on.

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Industry software

Popular ways to use Clio

Start with one of these, or describe your own.

Intake that opens the matter

A finished intake form creates the client and the matter in Clio, with every answer and the intake PDF attached.

Engagement letters, signed and filed

An engagement letter goes out for signature by link, and the signed copy is saved to the matter in Clio.

Overdue bills followed up

When a Clio bill passes its due date, the client gets a polite reminder by email under your firm’s name.

How to connect Clio

  1. Request Clio

    In your portal’s Integrations tab, press Request access next to Clio. On Business Starter and Business Pro it’s ready within 24 hours. No account yet? Send a request.

  2. Connect your account

    Sign in to Clio, or paste the access key from your account.

  3. Describe what you need

    OLODESK builds it with you. Try it on real data before it goes live.

How integrations work

On Business Pro, you can also work with your Clio data in ChatGPT. AI on OLODESK

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Clio integration FAQ

Do I need my own Clio account?

Yes. You connect the Clio account your business already uses.

Which plans include the Clio integration?

Business Starter and Business Pro. Press Request access next to it in your portal’s Integrations tab, and it’s ready within 24 hours.

Can I connect more than one Clio account?

Yes. Connect as many as you need and choose which one each system uses.

Put Clio to work

Start your Free trial, then request Clio on Business Starter or Business Pro.

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