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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: We've connected Clio and HubSpot on our middleware so HubSpot runs intake and marketing while Clio handles the legal case work. A HubSpot deal creates the matter in Clio, contacts and intake-form details flow across, and when Clio records a collected payment, it updates the deal amount in HubSpot — linking marketing spend to real revenue so a firm can see which campaigns actually bring in paying clients.
- 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
A won HubSpot deal creates the matter in Clio and carries intake-form details across, so attorneys start the case without re-entering what intake already captured.
HubSpot Deal → Clio MatterPayment-to-Revenue
When Clio records a collected payment, it updates the deal amount in HubSpot — tying marketing spend to real, paid revenue for accurate ROI reporting.
Clio Collected Payment → HubSpot Deal Amount → Revenue ReportingMarketing Attribution
With paid revenue flowing back to the deal, a firm can see which campaigns and sources actually produce paying clients, not just leads.
Clio Revenue → HubSpot Source / Campaign AttributionFeatures
- Deal → Matter creation
- Contact → Clio sync
- Payment events → HubSpot
- Intake-form field sync
- Built on Karana middleware
- Legal-specific mapping
Frequently Asked Questions
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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.
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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.
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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.