Ready for Unlimited Possibilities?
Let's get the conversation started.
Clio + HubSpot Integration
Clio is legal practice-management software. Our integration connects matters, contacts, collected payments and intake forms with HubSpot, so records and activity flow into the CRM.Our Experience
Method: custom build on Karana (Flowgear); connects intake/marketing in HubSpot with case management in Clio.
Built: HubSpot Deal → Clio Matter; Contacts/related contacts → Clio; intake-form fields → matter custom fields; Clio collected payments → HubSpot deal amount.
In plain terms: Clio runs the legal case side; HubSpot runs intake and marketing. We connect them on our middleware so a HubSpot deal creates the matter in Clio, contacts and intake-form details flow across, and when Clio records a payment it updates the deal amount in HubSpot — linking marketing spend to real revenue.
- Legal
- Matter management
Planning a Clio + HubSpot integration?
Tell us which Clio systems, objects and workflows you need to connect. We'll recommend the right integration architecture, sync direction, and implementation approach.
Book a Call
Tell us which Clio systems, objects and workflows you need to connect. We'll recommend the right integration architecture, sync direction, and implementation approach.
Book a Call
Data Sync Objects
| HubSpot Object | Clio Object | Direction |
|---|---|---|
| Deals | Matter | External → HubSpot |
| Contacts | Contact / Related Contact | External → HubSpot |
| Deal Amounts | Collected Payment | External → HubSpot |
| Custom fields | Intake form | External → HubSpot |
Use Cases
Intake-to-Matter
HubSpot Deal flows into HubSpot and on to Revenue Reporting.
HubSpot Deal → Clio Matter → Revenue ReportingPayment Visibility
Clio Collected Payment flows into HubSpot.
Clio Collected Payment → HubSpot Deal amountPayment-to-Revenue
Clio collected payments flows into HubSpot and on to revenue reporting.
Clio collected payments → HubSpot Deal amount → revenue reportingFeatures
- Deal → Matter creation
- Contact → Clio sync
- Payment events → HubSpot
- Intake-form field sync
- Built on Karana middleware
- Legal-specific mapping
Frequently Asked Questions
-
How does the Clio (Legal) HubSpot integration work?
Clio is legal practice-management software. We build a custom integration on Karana (UTS iPaaS): HubSpot deals create Clio matters, contacts sync to Clio, and Clio collected payments flow back to the deal — connecting intake/marketing in HubSpot with case management in Clio.
-
What data can I sync between Clio (Legal) and HubSpot?
Deals → Matters, Contacts → Clio contacts, intake-form fields → matter custom fields, and Clio collected payments → HubSpot deal amounts.
-
Can the integration be customized to our Clio (Legal) setup?
Yes. Sync direction per object, intake-form mapping and payment triggers are scoped to your Clio setup.