LionDesk + Clio Integrations, Built by an AI Agent
Put LionDesk + Clio to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between LionDesk and Clio
See the kind of workflows teams build with LionDesk and Clio below — describe the exact one you want above and the Agent builds it on demand.
LionDesk + Clio
When a new contact is created in LionDesk, create a contact entry in Clio.
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Open matters for retained clients
When a deal is won in LionDesk, create a matter in Clio.
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Update clients on case changes
When a case is updated in Clio, update the contact in LionDesk.
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Browse the full workflow library →
Looking to achieve something else with LionDesk and Clio?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for LionDesk and Clio
Everything LionDesk and Clio can do inside a workflow — the triggers that start one and the actions that run when it fires.
LionDesk Explore LionDesk →
LionDesk is a real estate CRM tool that enables agents to manage leads, automate email and text drip campaigns, and track communications.
TriggersTriggers when a new contact is added to your LionDesk account.
Adds a comment to an existing contact.
Assign tags to a contact
Creates a new contact in your LionDesk account based on email address. If a contact already exists with the submitted email address, their record will be updated. NOTE: This action will create a unique contact for every submission that does not have an email address. This will result in multiple contacts being created for the same info if it is submitted multiple times without an email address. Please use the "Find Contact" action in conjunction with "Create Contact" if you want to avoid this issue.
Start an existing campaign for a contact.
Update the hotness of a contact
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 CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
1FIT
A fitness management platform that provides users with access to multiple gyms and sports facilities under a single membership.
ABC GymSales
ABC GymSales is a sales automation and lead management tool designed specifically for health clubs and commercial fitness centers.
ABC Sales AI
ABC Sales AI is an automated sales enablement platform that assists revenue teams in prospecting, engaging, and managing prospective customer leads.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
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 LionDesk + Clio
Is there a pre-built LionDesk + Clio automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches LionDesk and Clio's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built LionDesk or Clio connector?
No. The Agent works whether or not LionDesk 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.
Can a signed client open a matter?
Yes. When a deal is won or a contact is marked retained in LionDesk, 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 LionDesk can be updated.