Automate your workflow

with Clio Manage & Yoom
Yoom seamlessly integrates with Clio Manage without any code, allowing you to automatically retrieve and update client and case information registered in Clio Manage via API. For example, you can easily automate business processes without coding, such as registering inquiry details or contract information from new customers into Clio Manage, or notifying updated case information to Slack or Outlook.
Clio Manage
No-Code API Actions
Automation operations
    Create Company Contact
    Update Company Contact
    Create Person Contact
    Update Person Contact
    Search User
    Search Persons or Companies
    Create Matter
    Update Matter
    Assign Task Template List
    Search Matters
    Create Matter Note
    Create Task
    Update Task
    Create Communication
    Create Calendar Entry
    Create Matter Folder
    Create Expense Entry
    Create Time Entry
    Search Bills
Automation triggers
    New Contact
    New Activity
    New Matter
    Updeted Matter
    New Task
    Updated Task
    New Communication
    New Bill
    Updated Bill
    New Calendar Entry
    New Document