Clio + Docketwise Integrations
Put Clio + Docketwise to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Clio and Docketwise
See the kind of workflows teams build with Clio and Docketwise below — describe the exact one you want above and the Agent builds it on demand.
Clio + Docketwise
Sync contact additions and updates between Docketwise and Clio.
Convert form responses into CRM contacts
When a prospect submits a new form response in Docketwise, automatically create or update their contact profile in Clio.
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Send customer feedback surveys on closed deals
When a deal is marked won in Clio, automatically add the customer as a respondent in Docketwise to gather post-sale feedback.
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Log survey feedback directly to CRM activity logs
When a customer completes a survey in Docketwise, automatically log the activity under their profile in Clio so reps see customer sentiment.
See details
Browse the full workflow library →
Looking to achieve something else with Clio and Docketwise?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Clio and Docketwise
Everything Clio and Docketwise can do inside a workflow — the triggers that start one and the actions that run when it fires.
Clio Explore Clio →
Clio is a cloud-based legal practice management platform that handles client intake, case management, time tracking, and billing.
Knit's Integrations Agent builds Clio's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against Clio's API.
Docketwise Explore Docketwise →
Docketwise is an immigration law software platform designed to streamline legal form preparation, case management, and client intake.
TriggersTriggers when a new contact is created.
Triggers when a contact is updated.
Creates a new Contact
Updates an existing contact.
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Other Forms & Surveys apps on Knit
Explore more Forms & Surveys integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
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AbcSubmit is online form builder software designed to build web forms, surveys, and payment forms.
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Agolix
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Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Clio + Docketwise
Is there a pre-built Clio + Docketwise automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Clio and Docketwise's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Clio or Docketwise connector?
No. The Agent works whether or not Clio or Docketwise already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
Can form submissions automatically create deals in Clio?
Yes, inbound responses from Docketwise can instantly generate new lead records or deals in Clio without manual data entry.
Can I send survey invitations based on deal updates in Clio?
Yes, when a deal is won or updated in Clio, you can automatically add the contact as a respondent in Docketwise to collect feedback.