Clio is a legal practice management platform designed to help law firms manage cases, clients, billing, and documents. Connect Clio with Albato to integrate it with over 800+ apps, including AI tools like ChatGPT and Grok. Follow the steps below to set it up.
- Log in to your Albato account.
- Go to the Apps section and click Add a connection.
- Search for Clio, select it, and click Add a connection again.
- Name your connection. Click Continue.
- On the next screen, click Grant Albato access.
- The new tab will appear where you need to sign in to your Clio account.
Your connection is ready, and you can now create automations with Albato and Clio. If you have any issues, contact support via the live chat on our website.
About Clio
Clio helps law firms streamline casework, client intake, and billing with cloud-based tools.
With it, you can:
- Manage contacts, calendars, and tasks to enhance your legal workflows.
- Track time, expenses, and case status in one place.
- Manage appointments, tasks, and legal communications.