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Workload

Automate your Clio administration using a drag and drop interface.
  • CLIO MANAGE
Available in Canada, Europe, the United States
Starting at FREE
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Key benefits for your firm

  • Automate tasks

    Workload lets law firms automate repetitive tasks without code.

  • Drag-and-drop

    It uses a drag-and-drop workflow editor which makes it easy to connect multiple apps to build automated processes.

  • Automate Workflows

    Make automated workflows for things like if a new Contact is created, you can set up a chain of events to trigger a new Matter and Activity associated with that new Matter.

How Workload works with Clio

  • Workload can authenticate with your Clio account to then gain access to the backend API. From there you can easily drag and drop tiles, or ‘actions’, into a workflow builder. Each tile contains data from a prior step in the workflow that can be used to build entire automated processes.

Ready to improve your workflow with Workload and Clio? Get Started

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