Connect Clio to Email like Magic
How to Use Magical to Transfer Data from Clio to Email
Connect your apps with ease
Transfer Data from Clio to Email: A Step-by-Step Guide
With Magical, you can transfer data from Clio to Email in seconds – no complex integrations or code required. In this post, we'll discuss what Magical is, how to install it, and how to use Magical to transfer data from Clio to Email, helping you streamline your workflow and optimize your data management processes.
More Clio integrations with Magical
What Clio data can you transfer
Magical enables you to transfer a wide array of data from Clio to Email. Here are some examples of the information you can extract:
Client Name
Case Number
Case Details
And move more types of information by creating your own custom labels.
How to Transfer data from Clio to Email using Magical?
Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Clio to Email for more efficient data management. Follow these steps:
Sign in to your Clio account and open the case containing the data you want to transfer, such as client information and case details.
In Clio, label the information you want to transfer with Magical, like Client Name, Case Number, or Case Details.
Open your Email and compose a new message where you want to add the Clio data.
Type "//" in an empty field and select the information you want to transfer from Clio such as Client Name, Case Details, etc.
The next time you compose an email, Magical will automatically transfer all the fields into the email with one click.
About Clio and Email
Efficient data management is crucial to maintaining a smooth workflow. Clio is a powerful legal practice management software and Email is a fundamental communication tool. Combining the capabilities of these two platforms can significantly enhance your data management efforts. By leveraging Magical, you can easily move information from Clio to Email, allowing you to focus on your work and improving your productivity.
Other ways to connect Clio and Email
Using an API
An additional approach to integrate Clio and Email is by directly utilizing their APIs. By integrating both APIs, you empower your team with real-time data insights, fostering improved communication and a superior workflow. To employ this method, refer to their respective API documentation.
Common Questions
WHAT IS MAGICAL
Magical is an agentic AI platform that deploys AI Employees to handle complex, end-to-end workflows across your systems—without APIs, integrations, or engineering lift. Instead of simple data extraction, Magical’s AI understands your workflows, navigates interfaces, makes decisions, and completes tasks just like a trained team member would.
Whether it’s moving data between applications, verifying information, completing multi-step processes, or monitoring queues, Magical automates work reliably and transparently. You can watch every click, see every decision, and trust that your AI Employees are completing work with accuracy, speed, and full auditability.
HOW TO INSTALL MAGICAL
The first step is to book a demo. Our team will walk you through how Magical’s AI Employees work, what’s possible for your organization, and where automation can have the biggest impact.
After the demo, you’ll be paired with a dedicated AI Deployment Engineer who will guide you through setting up your first automation. Most teams go live in about a week—no integrations, no IT lift, and no lengthy configuration. Just a clear workflow, a quick build, and your first AI Employee up and running.
