bonsyyClio Integration
Clio automation, without the copy-paste
Connect Clio to Bonsyy and let workflows do the repetitive work — creating matters and contacts, syncing data across your stack, and kicking off e-signatures and billing the moment something happens.
What you can automate with Clio
- New-client intake: create a Clio contact and matter automatically when a lead arrives from your website or intake form.
- Engagement letters: when a matter opens in Clio, send the retainer through DocuSign and file the signed copy.
- Billing: push new matters into QuickBooks or Tabs3 and send automatic invoice follow-ups.
- Data sync: keep contacts and matters consistent between Clio and MyCase or other systems.
How the Clio integration works
- Connect Clio once with secure OAuth — credentials are encrypted at rest.
- Pick a trigger (a new lead, a new matter) or run on a schedule.
- Add Clio actions — create/update contacts and matters — plus steps for other apps.
- Test, publish, and monitor every run with full inputs and outputs in Run History.
Built for firms. Every Clio automation is backed by an append-only audit log,
encrypted credentials, and legal-hold and retention controls.
Frequently asked questions
How do I automate Clio?
Connect Clio to Bonsyy once, then build a visual workflow that reacts to events — create a matter and contact automatically when a new lead comes in, or send an engagement letter when a matter opens. No code required.
Does Bonsyy integrate with Clio?
Yes — Bonsyy has a native Clio connector with triggers and actions for contacts, matters and more, so you can automate intake, document workflows and billing across your legal stack.