Open matters for retained clients
When a deal is won in Elevated, create a matter in Clio.
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
Elevated Explore Elevated →
TriggersFires when a new contact or lead is added to Elevated.
Fires when a field on a contact changes in Elevated.
Fires when a deal, case or record moves to a new stage in Elevated.
Fires when a deal is marked won in Elevated.
Creates or updates a contact in Elevated.
Creates a new deal in Elevated.
Moves a deal or record to a new stage in Elevated.
Logs a call, email, or note against a record in Elevated.
Clio Explore Clio →
TriggersFires when a case or matter is opened or updated in Clio.
Fires when a new client lead is added in Clio.
Fires when a client invoice is issued in Clio.
Opens a new case or matter in Clio.
Adds a client, company or contact in Clio.
Logs billable time against a matter in Clio.
More Elevated + Clio workflows
Update clients on case changes
When a case is updated in Clio, update the contact in Elevated.
See details
See all Elevated + Clio integrations → · Browse the full workflow library →
Common questions
Can Knit build “Open matters for retained clients” between Elevated and Clio?
Yes — describe it in the box above and Knit's Integrations Agent researches Elevated and Clio's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
Can a signed client open a matter?
Yes. When a deal is won or a contact is marked retained in Elevated, Clio can create the client and matter.
Do case updates reach the CRM?
When a case is added or updated in Clio, the matching contact in Elevated can be updated.