Lexamica + Clio Integrations, Built by an AI Agent
Put Lexamica + Clio to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Lexamica and Clio
See the kind of workflows teams build with Lexamica and Clio below — describe the exact one you want above and the Agent builds it on demand.
Lexamica + Clio
When a law firm list or referral changes in Lexamica, sync the referral record with Clio.
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Celebrate closed deals in team channels
When a deal is marked as won in Clio, automatically send a celebration message to your team channel in Lexamica.
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Alert sales reps to new incoming leads
When a new lead is created in Clio, send a direct message in Lexamica to assign and notify the responsible salesperson.
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Log team discussions into CRM contact histories
When a new message is posted in Lexamica, automatically log the details as an activity against the contact record in Clio.
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Browse the full workflow library →
Looking to achieve something else with Lexamica and Clio?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Lexamica and Clio
Everything Lexamica and Clio can do inside a workflow — the triggers that start one and the actions that run when it fires.
Lexamica Explore Lexamica →
Lexamica is a communication and legal referral management platform that helps law firms send, receive, and track cases.
TriggersTriggers when a new attachment is created for a case.
Triggers when a law firm is found in the list.
Triggers when a case details is changed by either the sending or receiving law firm.
Triggers when my law firm receives a new referral invitation.
Triggers when my law firm sends a new referral.
Triggers when a referral invitation is updated by either the sending or receiving law firm.
Creates a new attachment for a case belonging to my law firm.
This is an advanced action! Converts a case to Open. Useful for importing pre-signed cases and referrals that existed before you started using Lexamica.
Creates a new referral in my law firm.
Updates case details for a referral my law firm has accepted.
Creates a new referral invitation direct to a new firm for an existing referral.
Accept, decline, evaluate, or extend a referral invitation that was sent to my firm.
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.
Other Communication apps on Knit
Explore more Communication integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
360dialog
360dialog is an enterprise messaging platform that provides API access to the WhatsApp Business platform for customer communications.
Acquire
A unified customer engagement software that provides live chat, co-browsing, video calls, and messaging tools for support teams.
B2Chat
B2Chat is a multi-channel messaging platform that consolidates customer conversations from live chat and instant messaging into one platform.
Bettermode
An all-in-one customer community platform that enables brands to build interactive online forums and user communities.
BirdSeed
BirdSeed is an interactive website widget offering live chat, scheduled callbacks, contact forms, and knowledge base access.
Bundeling
A private communication and networking platform that connects members within communities, sports clubs, and business organizations.
Carbon Voice
Carbon Voice is a voice messaging and team communication app designed for sending asynchronous voice notes and text messages.
Chatra
A live chat and messaging software designed for businesses to communicate with website visitors and customers.
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.
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 Lexamica + Clio
Is there a pre-built Lexamica + Clio automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Lexamica and Clio's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Lexamica or Clio connector?
No. The Agent works whether or not Lexamica or Clio 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 connecting Lexamica to Clio help sales teams close deals faster?
Sales reps receive instant channel updates in Lexamica whenever high-value leads or deal status changes occur in Clio, allowing rapid team collaboration.
Can chat conversations be tracked in customer profiles?
Yes, important conversations or messages posted in Lexamica can be automatically logged as activity notes in Clio.