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Clio Grow and LeanLaw Integration

Demonstration of how apps are integrated in WEXTL workflow builder [4]

Build support workflows between Clio Grow and LeanLaw on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.

Integration guide
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Learn about Clio Grow and LeanLaw

Detailed info you need to know about Clio Grow and LeanLaw integrations in WEXTL. Explore which modules apps support and how you connect them.

  • Clio Grow

    • Support
    • 7 triggers
    • 16 searches
    • 8 actions

    Manage contacts, matters, inbox leads, lead sources, and locations in Clio Grow client intake. [5]

  • LeanLaw

    • Support
    • 6 triggers
    • 16 searches
    • 21 actions

    Legal practice management software for tracking clients, matters, time, expenses and invoices. [6]

How to connect Clio Grow to LeanLaw

Set up your Clio Grow and LeanLaw integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.

  1. STEP 1

    Connect Clio Grow and LeanLaw

    Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.

  2. STEP 2

    Build a workflow

    Paste selected Clio Grow and LeanLaw nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.

  3. STEP 3

    Map your data

    Choose which fields need to sync between Clio Grow and LeanLaw. Use filters or leverage a JS custom code step in between — everything is on the canvas.

How does the integration between Clio Grow and LeanLaw work in WEXTL?

WEXTL exposes actions and triggers for Clio Grow and LeanLaw that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.

Clio Grow triggersLeanLaw actions

Clio Grow modules

  • Create a Contact Note Creates a new note on a contact in Clio Grow.
  • Create a Custom Action Creates a new custom action that links to your target URL from the Clio Grow interface.
  • Create a Lead Source Creates a new lead source in the Clio Grow account.
  • Create a Location Creates a new location in the Clio Grow account.
  • Create a Matter Type Creates a new matter type in the Clio Grow account.
  • Create an Inbox Lead Creates a new lead in the Clio Grow lead inbox.
  • Delete a Custom Action Deletes a custom action from Clio Grow by its ID.
  • Get a Contact Retrieves a single contact from Clio Grow by its ID.
  • Get a Location Retrieves a single location from Clio Grow by its ID.
  • Get a Matter Retrieves a single matter from Clio Grow by its ID.
  • Get a Matter Type Retrieves a single matter type from Clio Grow by its ID.
  • Get an Inbox Lead Retrieves a single lead from the Clio Grow lead inbox by its ID.
  • Get Current User Retrieves the Clio Grow user that owns the connected account.
  • List Contact Notes Retrieves the notes saved on a Clio Grow contact.
  • List Contacts Searches the contacts in Clio Grow and returns the matching entries.
  • List Custom Actions Retrieves the custom actions configured in Clio Grow.
  • List Inbox Leads Retrieves the leads in the Clio Grow lead inbox for a selected state.
  • List Lead Sources Retrieves the lead sources of the Clio Grow account.
  • List Locations Retrieves the locations of the Clio Grow account.
  • List Matter Notes Retrieves the notes saved on a Clio Grow matter.
  • List Matter Types Retrieves the matter types of the Clio Grow account.
  • List Matters Searches the matters in Clio Grow and returns the matching entries.
  • List Users Retrieves the users of the Clio Grow account.
  • Make an API Call Sends a custom authorized request to the Clio Platform API.
  • Watch Contacts Triggers when a new contact is created in Clio Grow.
  • Watch Custom Actions Triggers when a new custom action is created in Clio Grow.
  • Watch Inbox Leads Triggers when a new lead arrives in the Clio Grow lead inbox.
  • Watch Lead Sources Triggers when a new lead source is created in Clio Grow.
  • Watch Locations Triggers when a new location is created in Clio Grow.
  • Watch Matters Triggers when a new matter is created in Clio Grow.
  • Watch Users Triggers when a new user is added to Clio Grow.

LeanLaw modules

  • Create Client Creates a client in LeanLaw.
  • Create Expense Creates an expense in LeanLaw.
  • Create Fixed Fee Creates a fixed fee in LeanLaw.
  • Create Matter Creates a matter in LeanLaw.
  • Create Practice Area Creates a practice area in LeanLaw.
  • Create Time Entry Creates a time entry in LeanLaw.
  • Delete Client Deletes a client from LeanLaw.
  • Delete Expense Deletes an expense from LeanLaw.
  • Delete Fixed Fee Deletes a fixed fee from LeanLaw.
  • Delete Matter Deletes a matter from LeanLaw.
  • Delete Practice Area Deletes a practice area from LeanLaw.
  • Delete Time Entry Deletes a time entry from LeanLaw.
  • Get Client Retrieves a client by ID.
  • Get Client Balances Retrieves the outstanding balances for a client.
  • Get Codes Retrieves the activity, expense and task codes defined in LeanLaw.
  • Get Expense Retrieves an expense by ID.
  • Get Fixed Fee Retrieves a fixed fee by ID.
  • Get Matter Retrieves a matter by ID.
  • Get Time Entry Retrieves a time entry by ID.
  • Health Check Checks that the LeanLaw API is reachable and the connection works.
  • List Clients Lists clients in LeanLaw.
  • List Custom Fields Lists custom fields in LeanLaw.
  • List Expenses Lists expenses in LeanLaw.
  • List Fixed Fees Lists fixed fees in LeanLaw.
  • List Invoices Lists invoices in LeanLaw.
  • List Matters Lists matters in LeanLaw.
  • List Practice Areas Lists practice areas in LeanLaw.
  • List Time Entries Lists time entries in LeanLaw.
  • List Users Lists users in LeanLaw.
  • Make an API Call Sends a custom authorized request to the LeanLaw API.
  • Update Client Updates a client in LeanLaw.
  • Update Expense Updates an expense in LeanLaw.
  • Update Fixed Fee Updates a fixed fee in LeanLaw.
  • Update Matter Updates a matter in LeanLaw.
  • Update Practice Area Updates a practice area in LeanLaw.
  • Update Time Entry Updates a time entry in LeanLaw.
  • Update User Updates an user in LeanLaw.
  • Watch Clients Triggers when a client is added in LeanLaw.
  • Watch Expenses Triggers when an expense is added in LeanLaw.
  • Watch Fixed Fees Triggers when a fixed fee is added in LeanLaw.
  • Watch Invoices Triggers when an invoice is added in LeanLaw.
  • Watch Matters Triggers when a matter is added in LeanLaw.
  • Watch Time Entries Triggers when a time entry is added in LeanLaw.

Explore alternative integrations

There are other apps [9] supported by WEXTL that can be paired with Clio Grow and LeanLaw integrations. Pick any from the list below if the current combination isn't the one you need.

Automate Clio Grow and LeanLaw on WEXTL®

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Frequently asked questions

Common questions about connecting Clio Grow and LeanLaw.

How do I connect Clio Grow and LeanLaw?

Connect your Clio Grow and LeanLaw accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]

What can I automate between Clio Grow and LeanLaw?

Example: when Clio Grow's "Watch Contacts" fires, WEXTL can "Create Client" in LeanLaw. Clio Grow has 7 triggers (including Watch Contacts, Watch Custom Actions, and Watch Inbox Leads); LeanLaw has 37 actions (including Create Client, Create Expense, and Create Fixed Fee). Add filters and transforms between steps when you need them. [1]

Can Clio Grow trigger actions in LeanLaw, and LeanLaw in Clio Grow?

Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]

Do I need to write code to integrate Clio Grow and LeanLaw?

No. Clio Grow-to-LeanLaw automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]

Does Clio Grow integrate with LeanLaw in real time?

Yes. Trigger-based automations start the moment Clio Grow (or LeanLaw) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]

How long does it take to set up a Clio Grow + LeanLaw integration?

A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.

Do I need a paid plan to connect Clio Grow with LeanLaw?

You can build your Clio Grow + LeanLaw automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]

References

List of sources used to gather information about the Clio Grow and LeanLaw integration.

  1. Clio Grow and LeanLaw integration source code, module specs and credentials implementation.
  2. Our Clio Grow and LeanLaw integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official vendor API documentation for Clio Grow and LeanLaw — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® visual workflow builder, anonymized data from our technical support team.
  5. Clio Grow integration information
  6. LeanLaw integration information
  7. WEXTL® Scheduling
  8. WEXTL® Pricing and Trial
  9. WEXTL® Apps Library

How we write our apps documentation

Explore how WEXTL® crafted Clio Grow and LeanLaw integration page documentation. Used sources, AI's role, and how the team validates the result.

Explore Clio Grow and LeanLaw, or get started