Services / Clio automation
Clio automation, built to actually hold up.
Clio is where our deepest work is. We run five production Clio integrations today, and they all share one OAuth token chain we keep refreshed so they stay live instead of quietly breaking at 2am.
What it looks like
Matter creation
A new client turns into a fully populated Clio matter, contacts, custom fields, and all, without anyone keying it in twice.
Task templates
The right task set drops onto a matter automatically as it moves, so nobody is rebuilding the same checklist by hand on every case.
Custom fields
The fields your firm actually runs on get read and written by automation, not just filled in when someone remembers.
Intake to Clio
A lead from your form, your ads, or your CRM lands in Clio as a matter with the details attached, the moment it comes in.
Status milestones
When a matter hits a stage, the follow-on happens on its own: the client update goes out, the next task opens, the record updates.
Why custom beats Zapier for Clio
Zapier is fine until Clio does something Zapier does not have a clean template for. Then you are stuck. The parts that break a no-code flow are exactly the parts a real firm hits: a portal with no proper API, a custom field layout that does not map to a preset, an edge case in how one matter type differs from another.
Custom code goes where those cases are. It talks to the Clio API directly, handles the odd matter that does not fit the pattern, and keeps a token chain healthy across integrations so one expired credential does not take five automations down with it. That reliability discipline is the difference between an automation you trust with a deadline and one you check on nervously.
The credential
Five Clio integrations in production, on one shared, race-guarded token chain, is not a demo. It is the kind of setup that tells you whether a builder has actually lived inside Clio or just wired up a trigger once. Everything runs inside your Clio and your accounts, so it is yours to keep.
Runs on Clio? Let’s talk.
Book a free audit and we’ll walk your Clio setup and tell you what’s worth automating first. Or see the full picture of what we automate.