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Pre-built Clio automation templates for n8n, Make, Zapier, Pabbly, and Power Automate.
Written & maintained by the DangWire Editorial Team · Last content review: October 2026 · How we research & update these pages
N8n
Difficulty: Intermediate
Zapier
Difficulty: Beginner
Clio is the most widely used legal practice management software, serving over 150,000 legal professionals. Its API covers matters, contacts, tasks, time entries, and billing. DangWire's Clio templates automate the administrative burden of legal practice — from client intake forms to matter creation, time tracking, and invoice generation. Law firms using Clio automation report saving 8+ hours per week on administrative tasks.
Create Clio matters automatically when new client intake forms are submitted
Log time entries in Clio from form-based activity tracking spreadsheets
Send Slack notifications to legal teams when new matters are assigned
Sync Clio client data with Google Sheets for billing and reporting
Trigger Gmail follow-up sequences when Clio matter stages change
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