Clio

Apply a pre-built task template list to a matter so every deadline, assignment, and checklist item lands in Clio without manual setup.

Modify an existing company contact's fields in Clio — address, phone, primary attorney, or custom data — keeping the CRM in sync with your business records.

Add a calendar event to a Clio matter — court date, client meeting, deadline, or internal review — tied to the right matter and attendees.

Log an email, phone call, or letter as a communication record on a Clio matter, creating a permanent, billable-time-linked trail of every client interaction.

Add a new company (law firm opponent, corporate client, insurer, vendor) to Clio's contact database with full address, phone, and custom field data.

Record a disbursement — filing fees, travel costs, courier charges, expert invoices — against a Clio matter so every out-of-pocket cost is captured for billing.

Create a document folder within a Clio matter to organise filings, correspondence, contracts, or exhibits under a structured directory.

Open a new legal matter in Clio — with client, practice area, responsible attorney, and billing settings — ready to accept time entries, tasks, and documents from the first moment.

Post a timestamped internal note on a Clio matter — strategy observations, call takeaways, research findings, or flags — visible only to the legal team.

Add an individual — client, opposing party, witness, expert, or vendor — to Clio's contact database with name, email, phone, and address fields populated.

Add a new task to a Clio matter — deadline, assigned attorney, priority, and description — so nothing falls through the cracks between team members.

Record billable or non-billable time against a Clio matter — with activity type, duration, and narrative — so every attorney minute is captured for billing.

Modify a person contact's fields in Clio — phone, email, address, or custom data — keeping client and party records accurate without manual edits.

Edit a matter's status, billing arrangement, responsible attorney, or custom fields in Clio to reflect real-world changes without leaving Actionist.

Modify a Clio task's status, due date, assignee, or description to reflect progress, reassignments, or deadline changes on an existing matter.

Attach a file — contract, court order, transcript, or correspondence — directly to a Clio matter's document library from any source the agent can reach.

Look up a specific Clio invoice by matter, client, date range, or status — so agents can reference bill details before sending reminders or updating payment records.

Search Clio's contact database for a company by name or custom field and return the matching record for use in matter creation, document generation, or contact updates.

Retrieve a Clio contact — person or company — by matching against any custom field value, enabling lookups by client ID, matter reference, or firm-specific identifiers.

Search Clio for a matter by client name, matter number, status, or practice area and return the record so agents can read, update, or attach work to the right file.

Retrieve the most recently opened Clio matter for a client identified by email address — the fastest way to route new activity to the right active file.

Locate a Clio matter by matching a custom field value — external case ID, court docket number, or firm-specific reference — enabling precise lookups beyond the standard matter number.

Search Clio for an individual contact by name, email, or phone and return the full record for use in matter actions, document generation, or deduplication checks.

Retrieve a Clio user — attorney, paralegal, or staff member — by name or email for use in task assignments, matter responsibility updates, or billing configuration.

Fires whenever a billable or non-billable activity — time entry or expense — is logged on any Clio matter.

Fires when a new invoice is created in Clio, regardless of its status, giving the agent an immediate opportunity to route, notify, or log the billing event.

Fires whenever a Clio invoice transitions between states — draft, outstanding, paid, or void — enabling downstream actions tied to each billing milestone.

Fires when a new calendar event is added to a Clio matter — court date, meeting, or deadline — allowing the agent to mirror it to external calendars or trigger preparation tasks.

Fires when a new communication record — email, call, or letter — is logged on a Clio matter, letting the agent react to each client touchpoint in real time.

Fires when any new contact — person or company — is added to Clio, enabling intake follow-up, deduplication checks, or CRM sync immediately on creation.

Fires when a new document is uploaded to any Clio matter, letting the agent classify, notify, or process the file without waiting for manual intervention.

Fires the moment a new matter is opened in Clio, making it the ideal hook for onboarding automation, folder creation, and first-task setup.

Fires whenever a Clio matter's status changes — open, pending, closed, or a custom status — so the agent can react to each stage transition with the right downstream action.

Fires when a new internal note is added to a Clio matter, letting the agent relay key information to the right team members or trigger follow-up actions based on the note's content.