Integrate Case Status with Clio to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate Case Status with Clio - no code necessary. See how you can get setup in minutes.

Select a trigger from Case Status

A trigger is an event that starts your Zap and runs the workflow. For example, with Case Status, a trigger could be "New File Activity."

A trigger is the event that kicks off your automated workflow.

Setup an action from Clio

An action is what takes place after the automation is triggered. For example, with Clio, the action could be "Assign Task Template List."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Case Status to Clio

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Set up your first integration

Quickly connect Case Status to Clio with a Zapier template.

Our most popular template

Update case statuses in Case Status when tasks are newly-updated in Clio
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Clio + Case Status
Send messages in Case Status for newly-updated task statuses in Clio
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Clio + Case Status
Send Case Status messages for new calendar entries in Clio
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Clio + Case Status
Close cases in Case Status when new matters are updated in Clio
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Clio + Case Status
Send Case Status messages for newly-created matters in Clio
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Clio + Delay by Zapier + Case Status
Generate Case Status cases from new Clio matters
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Clio + Case Status

Update case statuses in Case Status when tasks are newly-updated in Clio

Clio + Case Status

Send messages in Case Status for newly-updated task statuses in Clio

Clio + Case Status

Send Case Status messages for new calendar entries in Clio

Clio + Case Status

Close cases in Case Status when new matters are updated in Clio

Clio + Case Status

Send Case Status messages for newly-created matters in Clio

Clio + Delay by Zapier + Case Status

Generate Case Status cases from new Clio matters

Clio + Case Status

Make work flow with AI

Level up your Case Status to Clio integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Case Status and Clio to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect Case Status and Clio to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New File Activity
Triggers when there is a new file added by a client to any case on your firm.
Trigger
Scheduled
Try It
- Case
  Required
- Integration Id
Action
Write
- Case
  Required
- Client Phone Number
  Required
- Create New Client
  Required
- Client Email
- Client First Name
- Client Last Name
- Description
- Closed Date
- Case Date
- Attorney
  Required
- Case Type
- Case Status
- Paralegal
- Integration Id
Action
Write
- Case ID
  Required
- Integration Id
- Message Content
  Required
Action
Write
New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It

Bill State Updated
Triggers when the state of a bill has changed.
Trigger
Instant
Try It
New Communication
Triggers when a new communication is created.
Trigger
Instant
Try It

New Document
Triggers when a new document is created.
Trigger
Scheduled
Try It
- Event
  Required
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- Matter ID
  Required
- Task Template List
  Required
- Notify Assignees
  Required
- Due At
Action
Write
- Summary
  Required
- Description
- Location
- Starts at:
  Required
- Ends at:
  Required
- All Day Event
- Send Email Notification
- Calendar
  Required
- Contact Attendee
- Matter
Action
Write
- Company Name
- Client Email
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- Company Name
- Matter
Action
Write
- Subject
  Required
- Note Detail
  Required
- Matter
- Case Date
Action
Write
- Company Name
- Description
- Type of Assignee
  Required
- Matter
- Due At
- Task Priority
- Status
- Notify Assignee
- Notify Completion
- Statute of Limitations
Action
Write
- Case ID
  Required
- Prefix
- Client First Name
- Middle name
- Client Last Name
- Title
- Date of Birth
- Client Email
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
- Company
Action
Write
- Task ID
  Required
- Company Name
- Description
- Type of Assignee
  Required
- Matter
- Due At
- Task Priority
- Status
- Notify Completion
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
  Required
Action
Write
- Search Type
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
Action
Search
Find Matter by Custom Field
Find newest matter by custom field.
Action
Search
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
- Client
  Required
- Group
- Client Reference
- Description
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
Action
Search or write

New Client Communication Activity
Triggers when there is new client communication activity on any case on your firm.
Trigger
Scheduled
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- Case Id
  Required
- Appointment Integration Id
  Required
- Appointment Type
  Required
- Date and Time
  Required
- Appointment Title
  Required
- Provider Type
- Provider Name
- Office Name
- Address/URL
- Description
- Attendees
Action
Write
- Case
  Required
- Integration Id
- Create New Client
  Required
- Client Phone Number
  Required
- Client Email
- Client First Name
- Client Last Name
- Primary Attorney
  Required
- Attorney Email List
- Paralegal Email List
- Closed Date
- Case Date
- Case Type
- Case Status
- Description
Action
Write
- Case
  Required
- Integration Id
- Case Status
- Stop Zap if Status not Found
  Required
- Stop Zap if Case not Found
  Required
Action
Write
New Bill
Triggers when a new bill is created.
Trigger
Instant
Try It
New Calendar Entry
Triggers when a new calendar entry is created.
Trigger
Instant
Try It
- Contact Type
Trigger
Instant
Try It
New Matter
Triggers when a new matter is created.
Trigger
Instant
Try It
New Matter Note
Triggers when a new matter note is created.
Trigger
Scheduled
Try It
Task Status Updated
Triggers when the status of a task has changed.
Trigger
Instant
Try It
- Case ID
  Required
- Company Name
- Client Email
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- Matter
- Date of Communication
- Subject
  Required
- Body
  Required
- Contact Type
- Type of Recipient
- Type of Sender
Action
Write
- Expense Category
- Description
- Case Date
- Price
- Matter
- Matter Note
- User
Action
Write
- Client
  Required
- Group
- Client Reference
- Description
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
Action
Write
- Prefix
- Client First Name
- Middle name
- Client Last Name
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Client Email
- Website
- Phone Number
- Instant Messenger
- Company
Action
Write
- Description
- Description
- Case Date
- Time
- Price
- Matter
- Matter Note
- User
Action
Write
- Matter ID
  Required
- Client
  Required
- Client Reference
- Description
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
Action
Write
- Document
  Required
- Matter
Action
Write
- Invoice_number
- Matter ID
  Required
- Client_id
Action
Search
Find Contact by Custom Field
Find newest contact by custom field.
Action
Search
- Client Email
  Required
Action
Search
- Search Type
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
- Company Name
- Client Email
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Search or write
- Search Type
- Search Value
  Required
- Prefix
- Client First Name
- Middle name
- Client Last Name
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Client Email
- Website
- Phone Number
- Instant Messenger
- Company
Action
Search or write

About Case Status

Case Status is a client management platform that allows firms to communicate with the clients via text, app, or web through a single platform.

Related categories

App Builder

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Clio

Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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