Law firms using the native Clio integration report the same three problems: duplicate contacts, phone numbers that never match, and no Practice Area field. We read those reviews. Then we built the integration that fixes them.
HSAvailable on HubSpot Marketplace
Setup
How it works
Three steps. Most teams are live in under 10 minutes.
Install from HubSpot Marketplace
Find 300Sync in the HubSpot App Marketplace and install it to your portal. No developer needed — it takes about 90 seconds.
Authorize Clio
Click "Connect Clio" and complete the OAuth flow. You'll be redirected to Clio, approve access, and return to 300Sync — all in under a minute. No API keys to copy.
Watch it sync
matters → deals, contacts → contacts, companies → companies, Practice Area → custom property. The field mapping is pre-built for your industry — no configuration required. Your HubSpot records start populating immediately.
Data
What syncs
Everything mapped the way your team actually thinks about it — not a raw field dump.
Contacts
Clio contact records — including name, email, phone, and address — sync to HubSpot contacts. De-duplication runs on email to prevent doubles.
Primary Records
Core Clio records (matters, jobs, projects, policies, or equivalent) map to HubSpot deals. Status changes in Clio advance the deal stage in HubSpot.
Activity Timeline
Billing events, status changes, and key interactions from Clio appear as timeline events on HubSpot contact records. Your team sees the full activity history without switching systems.
Custom Properties
Industry-specific fields from Clio — that have no native HubSpot equivalent — are created as custom properties prefixed with sync300_. Auto-created on first sync.
Sync Direction
Two-way (Professional+). On Starter, data flows from Clio into HubSpot. On Professional and above, changes in either system flow to the other.
Sync Frequency
Starter: every 15 minutes. Professional: every 5 minutes. Enterprise: real-time via webhooks. Changes in Clio reach HubSpot within seconds on Enterprise.
Why switch
Why the native integration fails — and what we do instead
The native "Data Sync by HubSpot" for Clio Manage has a 1.5-star average rating on the HubSpot Marketplace. Here is what those firms said — and how 300Sync fixes each one.
Contact matching
Exact match only. Phone number "(123) 456-7890" vs "1234567890" causes a sync failure. Firms report spending more time fixing errors than the integration saves.
Multi-tier fuzzy matching: Clio ID first, then email, then normalized phone + name, then name alone. Phone numbers are stripped to digits before comparison. Zero false mismatches.
Duplicate records
Both marketplace reviews report "lots of duplicate entries" and "a bunch of duplicate matters in Clio, which we had to clean up." No smart dedup.
Every record is checked against four dedup layers before creation. If a match is found at any tier, the existing record is updated — never duplicated.
Practice Area field
Not supported. One of the most-requested features on the HubSpot community forum since 2022 — still not available. A fundamental field for every law firm.
Mapped automatically. Clio Practice Area syncs to a custom HubSpot property on every deal. Segment, report, and build workflows by practice area out of the box.
Company-level associations
Deals only link to individual contacts, not companies. A HubSpot Platinum Partner confirmed that "the sync does not capture the Company information."
Contacts, companies, and deals are all synced and associated. When a matter syncs, the deal links to both the contact and the company — because that's how law firms actually track clients.
Global Clio server support
Only US, Canada, and EU servers. Australian Clio users are locked out entirely — a known issue on the HubSpot community with no fix.
Full support for all Clio Manage regions: US, Canada, EU, and Australia.
When a sync fails, do you find out why?
No sync history, no error details, no troubleshooting. Firms report "every time, it's a slightly different error" with no way to diagnose what went wrong.
Full sync history with per-record error details, timestamps, and record counts. When a contact does not sync, you know which one and why — not just that "something failed."
What Clio users are saying
“We spend so much time investigating and fixing errors that it defeats the purpose of using the integration altogether.”
— Ellis S., HubSpot Marketplace Review
“We had lots of duplicate entries, lots of garbage field entries, and we just didn't have a level of confidence that we could transfer all of our former clients.”
— Romano M., HubSpot Marketplace Review
“The companies that create these integrations don't actually understand the workflow needed within Clio.”
— KKulbacki, HubSpot Community Forum
“For the time being, we are going to keep both ecosystems separate.”
— Romano M., HubSpot Marketplace Review
Mapping
Field mapping reference
Every field pre-mapped. No spreadsheet required.
| Clio field | HubSpot property | Notes |
|---|---|---|
| Contact: First Name | Contact: First Name | Direct match |
| Contact: Last Name | Contact: Last Name | Direct match |
| Contact: Email | Contact: Email | Primary email |
| Contact: Phone | Contact: Phone Number | Normalized (strips formatting) |
| Company: Name | Company: Name | Direct match |
| Matter: Name | Deal: Deal Name | Formatted: "[Client] — [Matter]" |
| Matter: Status | Deal: Deal Stage | Mapped to pipeline stages |
| Matter: Practice Area | Deal: sync300_practice_area | Custom property (auto-created) |
| Matter: Open Date | Deal: Create Date | — |
| Matter: Close Date | Deal: Close Date | — |
| Matter: Description | Deal: sync300_clio_matter_url | Link back to Clio |
| Billing: Amount | Deal: Amount | Latest invoice total |
Custom properties (prefixed sync300_) are auto-created in your HubSpot portal on first sync. No manual property setup needed.
Use cases
What teams actually do with this
A new matter in Clio. A new deal in HubSpot. No copy-paste.
When you open a matter in Clio, 300Sync creates the corresponding deal in HubSpot — linked to the right contact and company, already associated. The client intake double-entry your staff has been doing manually since you connected the native app stops today.
Your client is in both systems. It still finds the match.
The native integration fails when a phone number has a different format, a middle name is present, or a contact was entered slightly differently. 300Sync normalizes phone numbers and runs a multi-tier match — name, email, phone — before it creates a new record. Duplicate contacts stop being a problem you fix by hand.
Practice Area is not a custom workaround. It syncs.
Every law firm uses Practice Area. The native integration ignores it. 300Sync maps Clio's Practice Area directly to a HubSpot property — no custom field gymnastics, no manual tagging, no workflow hacks. Segment your pipeline by practice. Build reports that actually reflect how your firm works.
Pricing
Simple, transparent pricing
7-day free trial on every plan. No credit card required.
Starter
One-way sync with 1,000 records/month
Enterprise
Real-time sync with unlimited records
Need more detail? See full pricing page with complete feature comparison.
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