Matter-linked scheduling

Mrs. June Legal Clio Calendar Bridge

Schedule from Google. Create the Zoom. Link it to Clio. Keep every meeting connected to the right matter — without the calendar cleanup later.

Schedule a Matter Meeting

Clio Manage

Using demo Clio data until Clio is connected.

Connect Clio

Google Calendar

Real availability and the calendar invite both come from Google.

Connect Google

Zoom

Zoom links are simulated in the prototype. No real Zoom call is created.

View setup

Calendar Mapping

Each scheduling host needs one Google calendar mapped.

Open mappings

How it works

Three simple steps. Google creates the invite. Zoom creates the link. Clio keeps the record.

Find the Clio contact

Search by name, email, or phone — straight from your Clio contacts.

Choose the right matter

Pick the matter so the calendar event is linked correctly from day one.

Check availability and prepare the meeting

Use the mapped Google calendar for availability, then prepare the meeting workflow. Google event creation, Zoom, and Clio calendar-entry creation are still being connected.

Prototype Mode. Clio is live when connected. Google Calendar, Zoom, and final calendar-entry creation are still being connected.