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Workload

Automate your Clio administration using a drag and drop interface.

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.

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