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Connect Clio to Slack like Magic

How to Use Magical to Transfer Data from Clio to Slack
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Transfer Data from Clio to Slack: A Step-by-Step Guide

With Magical, you can transfer data from Clio to Slack 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 Slack, helping you streamline your workflow and optimize your team communication processes.

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More Clio integrations with Magical

What Clio data can you transfer

Magical enables you to transfer a wide array of data from Clio to Slack. 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 Slack using Magical?

Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Clio to Slack for more efficient team communication. Follow these steps:

  1. Sign in to your Clio account and open the case containing the data you want to transfer, such as case number, client name, case description, and due date.
  2. In Clio, label the information you want to transfer with Magical, like Case Number, Client Name, Case Description, or Due Date.
  3. Sign in to your Slack account and open the channel where you want to add the Clio data.
  4. Type "//" in the message box and select the information you want to transfer from Clio such as Case Number, Client Name, etc.
  5. The next time you share a case, Magical will automatically transfer all the fields into the message with one click.

About Clio and Slack

Efficient communication in a team is crucial to maintaining productivity. Clio is a powerful legal practice management software and Slack is a robust team communication platform. Combining the capabilities of these two platforms can significantly enhance your team's efficiency. By leveraging Magical, you can easily move information from Clio to Slack, allowing you to focus on resolving cases and improving team collaboration.

Other ways to connect Clio and Slack

Using Zapier

Zapier provides a seamless connection between Clio and Slack, allowing for automatic data transfer between the two platforms without the need for coding. This integration offers a variety of triggers and actions, enabling you to automate workflows and save time

Using an API

An additional approach to integrate Clio and Slack is by directly utilizing their APIs. By integrating both APIs, you empower your team with real-time case insights, fostering improved communication and a superior team experience. To employ this method, refer to their respective API documentation.

Common questions


Magical is a chrome extension that allows users to extract information from any website without complex integrations or APIs. You can run it on Clio and transfer data directly to Slack. The extension is designed to simplify the process of data collection by automating the extraction of information from Clio. Magical is free, easy to use, and it can save you a lot of time and effort.


To start using GetMagical, you need to install the chrome extension. Click the button below to install, or follow the steps to download directly from the Chrome web store.

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