Clio + StackGo

Run compliance from inside Clio. Checks start from a record and the result lands back on the client.

Clio publishes 14 trigger events and 16 actions on its public Zapier listing. StackGo uses them today.

Practice management System of record Native

Also listed under Accounting and Document management

What Clio is

Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.

Description supplied by Clio.

The trigger

What starts a check from Clio

You do not open StackGo. A change in the system starts the work, and the system stays your source of truth.

New Contact

The write-back

What StackGo puts back on the record

Named fields on the Clio record, not a link to a portal someone has to log into. Every field is optional — you choose which ones get written, and the ones carrying client information are marked so that choice is an informed one.

Field	What it holds
Verification status Outcome	Verified, Refer, Failed or Pending
Risk rating Outcome	The assessed rating and the date it was set
Last checked Outcome	The date the check completed, so monitoring has a baseline
Report link Outcome	A link to the full record, behind your StackGo login. The link travels; the data does not.
Verified name Personal data	Full legal name as it appears on the document
Date of birth Personal data	As verified against the document
Document checked Personal data	Type, issuing country and expiry
Screening result Personal data	Clear, or a potential match with the list that matched
Beneficial owners Personal data	The individuals behind an entity, each with their own status
Form responses Personal data	Whatever the intake form collected
Verification report (PDF) Personal data	The whole session: every field collected, the document images, the timestamps. Attach it where your retention obligation is to hold the evidence, not a link to it.

Outcome Carries no identity data. Safe anywhere your team already works.
Personal data Client information. Turn it on where the record has the right access controls, and leave it off where it does not.

Run it one-way if that suits you better

The two directions are independent. You can have Clio start a check and write nothing back — the result stays in StackGo, behind your login, and Clio is never touched. Or write back without a trigger, and start checks by hand. Firms whose system of record is visible to support staff, contractors or an outsourced team often choose trigger-only for exactly that reason.

How it lands in Clio

Create Matter Note
Update Company Contact
Create Matter Folder
Create Matter

Clio's own write operations. The result goes onto the record you already work in.

Everything else Clio publishes

Clio’s public integration surface

The rest of what Clio exposes on Zapier, beyond the ones above. Any of these can be wired into a StackGo workflow.

13 more events

New Activity
New Bill
Bill State Updated
Calendar Dropdown
New Calendar Entry
New Communication
New Document
Activity Description Dropdown
Company Contacts Dropdown
Contacts Dropdown
Expense Category Dropdown
Groups Dropdown
Matters Dropdown

12 more actions

Assign Task Template List
Create Calendar Entry
Create Communication
Create Company Contact
Create Document From Template
Create Expense Entry (Activity)
Create Person Contact
Create Task
Create Time Entry (Activity)
Update Person Contact
Update Matter
Update Task

Names are Clio’s own, read from its public Zapier listing on 28 August 2026.

Setting it up

A native connector, set up once

Run client checks from the matter; the outcome files against the contact.

Connect StackGo to Clio.
Map the fields above to where you want them on the record.
Choose the trigger — the event that should start a check.
Run a test on yourself before you point it at a client.

Questions

Common questions about Clio

What is Clio integration?

StackGo connects to Clio through Zapier, and a check can start from an event like “New Contact”. The result comes back on the record you already work in.

What does Clio software do?

Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.

How would a check result show up in Clio?

Through Clio’s own write operations: “Create Matter Note”, “Update Company Contact”, “Create Matter Folder”, “Create Matter”. You choose which fields are written, and you can also run it one-way, with nothing written back to Clio at all.