Clio Manage
 | Clio Manage is a cloud-based legal practice management software that helps law firms manage cases, documents, billing, and client communications. Integrating Clio Manage with Make.com enables automated case updates, streamlined document workflows, and efficient client billing processes. |
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This is AI-generated content based on official Clio Manage documentation. The content may contain mistakes. Please verify important information. If you have questions on vendor documentation, contact Clio Manage directly.
Requirements
To use the Clio Manage app in Make, you must have a Clio account and a registered developer application, create your account on Clio Manage. For subscription, refer to the Clio Manage pricing page.
Connect Clio Manage and Make
To get started, you must first create a connection between Clio Manage and Make, allowing the two services to communicate.
Obtain your OAuth2 credentials in your Clio Manage account
Create the connection in Make.
Obtain your OAuth2 credentials in your Clio Manage account
Before you create the connection in Make, you should first obtain your OAuth2 credentials in your Clio Manage account.
To obtain your OAuth2 credentials :
Navigate to the Developer Portal dashboard.
Click the button to create a new application.
Select the relevant region for your application.
Enter the callback URI: https://www.integromat.com/oauth/cb/clio-manage.
Copy the Client ID displayed on screen.
Copy the Client secret displayed on screen.
You will use this value while creating a connection in Make.
Because the UI might have changed, the steps you see on your screen might be different, check the vendor documentation for updates.
Create the connection in Make
Log in in your Make account, add the Clio Manage module to your scenario, and click Create a connection.
If you add a module with an instant tag, click Create a webhook, then Create a connection.
Optional: In the Connection name field, enter a name for the connection.
Enter the authentication credentials you copied from your Clio Manage account or follow the on-screen instructions to create the connection.
For detailed information on connecting an application, see Connect an applicationConnect an application. page.
Clio Manage modules
After connecting to the Clio Manage app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
Clio Manage resources
You can have access to more resources related to this app on the following links