📄️ Custom Actions
Third-party applications in Clio have the ability to create custom actions within the Clio Manage interface. Custom actions enable Clio Manage users to launch cross-application workflows from within Clio Manage, reducing the time it takes to switch between applications. Custom actions appear as dropdown menu options on Activies, Contacts, Documents, Folders, or Matters. When a user selects the custom action, they are sent to a URL specified by the integration partner.