Pick a template → connect your tools → go live in 2 minutes.
A new client intake submitted via HubSpot forms creates a Clio matter with parties pre-filled and posts a Slack notification to the assigned attorney.
HubSpot: Intake form submitted
Arahi AI: Match & assign
Clio - US: Create matter with parties
Slack: Notify assigned attorney
A Clio time entry marked billable syncs into QuickBooks Online as a service item on the matter's invoice draft for the firm's bookkeeper.
Clio - US: Time entry marked billable
Arahi AI: Match & assign
QuickBooks: Create service item on invoice
When a Clio document is filed on a matter, a copy is uploaded to a matching Google Drive folder named with the case number for easy access.
Clio - US: Document filed on matter
Arahi AI: Decide the next action
Google Drive: Upload copy to case folder
An event occurs in Clio - US or a connected app that starts your automation.
The AI agent analyzes the data, makes intelligent decisions, and determines the best actions.
The agent executes actions in Clio - US and other tools — no manual work required.
Clio - US simplifies workflows, while Arahi AI empowers these tasks with AI Sales Agents.
When a new lead lands in Clio - US, auto-pull company data, social profiles, and firmographics before the rep ever sees it.
Route high-value deal movements from Clio - US to a Slack channel the instant they cross a threshold.
Log call summaries and next steps from Zoom or Meet straight into the matching Clio - US contact.
Flag and merge duplicate Clio - US contacts as they appear instead of quarterly cleanup sprints.
Ready-to-use Clio - US actions you can add to your agents instantly.
Custom API calls to Clio - US with full control for advanced use cases.
Sign in to your Arahi AI account and navigate to integrations or create a new AI agent.
A secure pop-up will ask you to log in. This authorizes Arahi AI to access your API using OAuth.
Choose "Clio - US" from the tool list, then select the action you want to perform.
Test your automation with sample data, then deploy it to run on schedule or by event.
The integration uses secure OAuth authentication, ensuring only authorized workflows access your Clio - US data.
Your data remains private and is never used for model training.
We never store anything we don't need to. Inputs and outputs of your tools are never stored.
Legal software With Arahi AI, you can connect Clio - US to Adversus, Clearbit, Contacts+ and 1,500+ other apps using AI-powered workflows. No coding required — set up triggers, actions, and intelligent automation in minutes.
As a crm tool, Clio - US connects with other crm apps like Adversus, Clearbit, Contacts+, Flexie through Arahi AI's integration platform. Build multi-step automations that combine Clio - US with AI-powered decision making, data transformation, and cross-app orchestration.
Curated for Clio - US's real category — not Pipedream's auto-tagged bucket.
Explore AI-powered workflows that work with Clio - US.
Deploy Clio - US-ready AI agents for the tasks and industries your team works in.
