How to Connect Act! with Clio (2026)

Act!

★★★ 3.7

Crm Small Business Crm

A long-standing CRM and marketing automation platform trusted by small and midsize businesses for over 35 years.

Full Review

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Clio

★★★★ 4.5

Crm Industry Specific Crm

A leading legal practice management platform with CRM capabilities designed to help law firms manage clients, cases, and billing.

Full Review

About These Tools

Act!: A long-standing CRM and marketing automation platform trusted by small and midsize businesses for over 35 years.

Clio: A leading legal practice management platform with CRM capabilities designed to help law firms manage clients, cases, and billing.

Key Features

Act!

Contact management
Opportunity tracking
Marketing automation
Custom dashboards
Mobile access
Integration

Clio

Legal CRM
Case management
Time tracking
Billing
Document management
Client portal

Pricing

Act!

Subscription $30-$50/user/month

Clio

Subscription $39-$139/user/month

Detailed integration guide coming soon. We're researching the specific ways Act! and Clio work together — including native integrations, third-party connectors, and API options. Check back for a complete step-by-step guide.

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