Clio + ShareFile Integrations, Built by an AI Agent
Put Clio + ShareFile to work with AI and enterprise-grade automation
4.9/5 on G2·
Google for Startups Accelerator
Workflows you can build between Clio and ShareFile
See the kind of workflows teams build with Clio and ShareFile below — describe the exact one you want above and the Agent builds it on demand.
Clio + ShareFile
When a new matter is created in Clio, automatically set up a corresponding file folder in ShareFile.
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Build dedicated customer folders for new deals
When a deal reaches a new stage in Clio, automatically create a dedicated folder in ShareFile to organize contracts, briefs, and client collateral.
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Log client file updates directly to pipeline activities
When a client uploads a new document in ShareFile, automatically log an activity note on the matching account in Clio so account managers stay informed.
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Store signed proposals when deals are won
When a sales representative marks a deal won in Clio, automatically share the corresponding onboarding folder in ShareFile with the customer success team.
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Browse the full workflow library →
Looking to achieve something else with Clio and ShareFile?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Clio and ShareFile
Everything Clio and ShareFile 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.
TriggersTriggers when a new activity is created.
Triggers when a new bill is created.
Triggers when the state of a bill has changed.
Triggers when a new calendar entry is created.
Triggers when a new communication is created.
Triggers when a new contact is created.
Assign a Task Template List.
Updates an existing company contact.
Creates a new calendar entry.
Creates a new communication.
Creates a company contact.
Generate a document from a document template and attach it to a matter.
ShareFile Explore ShareFile →
ShareFile is a secure file sharing and storage service that allows businesses to transfer documents and manage content.
TriggersTriggers when a new client is created.
Triggers when a new file is added to the chosen folder.
Adds a note in the chosen folder.
Adds a URL in the chosen folder.
Creates a folder in the chosen folder. If home is chosen will create a folder in the home directory.
Creates a ShareFile user with the given information.
Allows user to upload a file to the selected folder.
This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
Other Legal Practice apps on Knit
Explore more Legal Practice integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
Case Status
Case Status is a client engagement platform for legal practices that provides mobile case updates and automated messaging.
CosmoLex
CosmoLex is a cloud-based legal practice management software incorporating legal billing, trust accounting, and client relationship management.
Gavel
A document automation and legal workflow builder that allows users to create automated document generation systems.
Inform Direct
A company secretarial and corporate governance software designed for UK companies and accounting firms to manage corporate records.
Lawcus
A legal practice management software designed for law firms to manage cases, time tracking, billing, and client communication.
LEAP (Legal)
A legal practice management and legal accounting software built to help law firms manage cases, client documents, and billing.
LegalMatch
LegalMatch is an online attorney-client matching service that connects individuals and businesses with licensed lawyers based on legal needs.
MyCase
MyCase is an all-in-one legal practice management software providing document storage, case tracking, and invoicing for law firms.
Other Files & Storage apps on Knit
Explore more Files & Storage integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
Acquia DAM
Acquia DAM is a cloud-based digital asset management platform for storing, organizing, and distributing brand and media assets.
Adobe Creative Cloud Libraries
Adobe Creative Cloud Libraries is a cloud asset system that enables users to store and share creative assets across applications.
Air
Air is a digital asset management platform designed for creative teams to organize, share, and collaborate on visual media.
Amazon S3
Amazon S3 is a cloud object storage service that offers scalable data storage, retrieval, and backup infrastructure for applications.
Artworker
Artworker is an artwork management and file proofing tool for print production teams to upload, review, and approve print-ready files.
Aryeo
Aryeo is a content delivery and order management platform built specifically for real estate photographers and media companies.
Box
Box is a cloud content management and secure file sharing platform built for enterprise content management and team collaboration.
Brandfolder
Brandfolder is a digital asset management platform that enables organizations to store, organize, and share brand media assets.
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 + ShareFile
Is there a pre-built Clio + ShareFile automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Clio and ShareFile's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Clio or ShareFile connector?
No. The Agent works whether or not Clio or ShareFile 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.
How does integrating ShareFile with Clio streamline our sales process?
It automatically creates shared folders and attaches important proposals or assets in ShareFile directly to deal records in Clio, saving reps time and keeping files organized.
Can changes in customer details in Clio update our file storage in ShareFile?
Yes, when deal stages change or leads are created in Clio, project folders can be created or updated automatically in ShareFile.