As Clio grew from 800 to over 5,000 employees in just a few years, its technology ecosystem became increasingly complex. Different business units adopted tools that served individual functions, but these systems often didn’t connect, creating silos and manual work.

• Manual data transfers between applications, requiring exports, transformations, and re-imports.
• RevOps team tasked with time-consuming, repetitive data entry and maintenance processes.
• Lack of native integrations between critical tools like Productboard, Asana, Salesforce, and Linear, creating bottlenecks for both technical and business teams.

Clio adopted Workato to orchestrate processes across its go-to-market and revenue operations teams, eliminating silos and reducing manual workloads. Workato became the “middle glue” connecting 12–15 enterprise systems that previously couldn’t communicate natively.

• Automated manual workflows like monetization data entry, saving 10–15 hours per week.
• Connected tools such as Salesforce, Asana, Productboard, and Linear without custom code.
• Enabled real-time data transfers and handoffs across teams.
• Adopted the Gears framework to provide governance while empowering more employees to build automations safely.

Workato has fundamentally changed how Clio scales its operations, ensuring that growth in headcount is matched with equal or greater efficiency gains. Clio views Workato not only as an integration platform, but as a strategic orchestration engine, one that combines automation with AI and governance to fuel innovation.

• Saved hundreds of hours across multiple teams by automating recurring workflows.
• Removed RevOps bottlenecks, enabling the monetization team to launch new programs faster.
• Integrated Service Cloud and Linear, giving product teams real-time visibility into bugs and feature requests.
• Improved customer experience by ensuring support insights flow seamlessly to product and engineering.