Integrate Clio with Retently

Trigger automated NPS/CSAT surveys after legal services are rendered or invoices are generated, sync client contact details and case information, use feedback scores to improve client service and operational efficiency.

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About Clio

Clio is a practice management platform designed to help lawyers manage tasks such as time tracking, matter management, and invoice generation.

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Clio to Retently

1

New Activity

Triggers when a new activity is created.
2

Bill State Updated

Triggers when the state of a bill has changed.
3

New Communication

Triggers when a new communication is created.
4

New Document

Triggers when a new document is created.
5

Matter Status Updated

Triggers when the status of a matter has changed.
6

New Task

Triggers when a new task is created.
7

New Bill

Triggers when a new bill is created.
8

New Calendar Entry

Triggers when a new calendar entry is created.
9

New Contact

Triggers when a new contact is created.
10

New Matter

Triggers when a new matter is created.
11

New Matter Note

Triggers when a new matter note is created.
12

Task Status Updated

Triggers when the status of a task has changed.
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Retently to Clio

1

Assign Task Template List

Assigns a task template list.
2

Create Calendar Entry

Creates a new calendar entry.
3

Create Company Contact

Creates a company contact.
4

Create Matter Folder

Creates a new folder in a matter.
5

Create Matter Note

Creates a new matter note.
6

Create Task

Creates a new task.
7

Update Person Contact

Updates an existing person contact.
8

Update Task

Updates a task.
9

API Request (Beta)

Makes a raw HTTP request that includes this integration's authentication.
10

Find Company Contact

Finds a company contact by various identifiers.
11

Find Matter

Finds a matter by given identifiers.
12

Find Matter by Custom Field

Finds the newest matter by custom field.
13

Find User

Finds a user by name.
14

Find or Create a Matter

Finds or creates a matter.
15

Update Company Contact

Updates an existing company contact.
16

Create Communication

Creates a new communication.
17

Create Expense Entry (Activity)

Creates a new expense entry.
18

Create Matter

Creates a new matter.
19

Create Person Contact

Creates a person contact.
20

Create Time Entry (Activity)

Creates a new time entry.
21

Update Matter

Updates an existing matter.
22

Upload Document to Matter

Uploads a document to a matter.
23

Find Bill

Finds a bill by client ID, matter ID, or invoice number.
24

Find Contact by Custom Field

Finds the newest contact by custom field.
25

Find Newest Matter by Client Email

Finds the newest matter by client email.
26

Find Person Contact

Finds a person contact by various identifiers.
27

Find or Create Company Contact

Finds or creates a company contact.
28

Find or Create Person Contact

Finds or creates a person contact.

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