Clio + LEAP (Legal) Integrations

See the kind of workflows teams build with Clio and LEAP (Legal) below — describe the exact one you want above and the Agent builds it on demand.

Clio + LEAP (Legal) When time entries or matters change in LEAP (Legal), sync case data with Clio.

Sync newly created leads across CRM platforms When a new lead is captured in Clio, automatically create or update the matching contact in LEAP (Legal) to keep records synchronized. See details

Mirror deal outcomes in secondary pipeline accounts Whenever a deal is marked won in LEAP (Legal), update the corresponding opportunity stage in Clio for unified revenue reporting. See details

Log pipeline stage updates as CRM activities When a deal moves forward in Clio, log a status update activity on the corresponding account record in LEAP (Legal). See details

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Triggers & actions for Clio and LEAP (Legal)

Everything Clio and LEAP (Legal) 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.

LEAP (Legal) Explore LEAP (Legal) →

A legal practice management and legal accounting software built to help law firms manage cases, client documents, and billing.

Actions

Create Card

Create a LEAP card for a person/s or organisation

Create Comment

Create a new comment on a matter

Create Cost Recovery

Create a new cost recovery for a matter

Create Fee

Create a fee entry for a matter

Create Matter

Create a new matter

Create Time Entry

Create a new time entry for a matter

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