About Clio
Clio manages the complex world of legal cases, billing, and trust accounting. Integrating Clio with general accounting tools like QuickBooks is high-stakes; a sync error here can lead to compliance violations. Integrations are vital for automating the flow from 'Client Intake' to 'Invoiced'.
Integration Capabilities
Clio has 8 native integrations with leading business platforms. Connect via direct API, webhooks, or third-party automation tools for unlimited possibilities.
Browse Clio integrations below. Green integrations are native and free. Yellow integrations require an automation platform like Make ↗ to sync data.
Common Integration Patterns
- → Trust Accounting Sync: Syncing the 'Client Funds' ledger in Clio to a specific Liability account in QuickBooks to ensure bar compliance.
- → Document Automation: Triggering the creation of a case folder in Google Drive/OneDrive immediately upon client intake.
- → Communication Log: Using an integration to log Slack messages or Emails directly to the 'Matter' notes in Clio for a complete audit trail.
Integration Challenges
- ⚠ Contact Duplication: If a client exists in QuickBooks but is created as a 'New Person' in Clio, the sync will often fail or create a duplicate.
- ⚠ Unbilled Time: Syncing 'Time Entries' vs 'Invoices'. Some integrations sync raw time logs, others only sync the final bill.
- ⚠ Two-Way Sync Risks: Editing an invoice in QuickBooks *after* sync often breaks the link to Clio, causing payment status discrepancies.
Before You Integrate
- 1. Map Chart of Accounts: Explicitly map the 'Trust' and 'Operating' accounts in settings before syncing a single dollar.
- 2. Define Master Source: Decide if you edit contacts in Clio or QuickBooks. Never both.
- 3. Test Trust Transfer: Run a test transaction moving money from Trust to Operating to ensure the journal entries are correct.
✓ Clio Integrates Natively (3)
These tools connect directly with Clio without needing third-party automation platforms.
⚙ Connect via Automation Platform (4)
Connect Clio to these tools using Make ↗ , a powerful automation platform.
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