Help Guide

Clio

Clio

This integration allows you to enhance Clio with document assembly, intake, and other custom automations. The Clio integration requires a Standard subscription.

Getting started

Send data to Clio

Pull data from Clio

Custom actions

Your apps can be launched directly from Clio as "custom actions." This saves you from having to go into the Community.lawyer dashboard to find and run your app.

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For as low as $200, this is the fastest way to add document automation to your firm.

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