CounselPad Now Integrates with Clio & Zoom: What It Means for Your Practice
May 7, 2026 · 6 min read
With version 1.8.0, CounselPad introduces two integrations attorneys have been asking for: Clio and Zoom EHR. These aren't add-ons — they're built directly into the platform. Here's what they do and why they matter for your daily workflow.
Clio Integration
Sync documents directly into your matters
- Connect your Clio account from CounselPad's integration settings panel
- Generated documents automatically sync to the correct matter in Clio
- No manual file uploads — save 5–10 minutes per document
- Maintain a single source of truth for all case documentation
- Works with all document types: court memos, case notes, demand letters, and more
Zoom EHR Integration
Record Zoom sessions and push transcripts directly into CounselPad
- Record client calls, depositions, or clinical sessions on Zoom
- Transcripts are pushed directly into CounselPad for processing
- CounselPad structures the transcript into a court-ready or clinical document
- Real-time error correction applied automatically — flags gaps before export
- Ideal for remote depositions, telehealth sessions, and virtual client meetings
New compliance & governance tools in v1.8.0
Alongside integrations, this release adds powerful governance controls for firms and solo practitioners who need audit-ready documentation:
Advanced Audit Trails (Firm Plan)
Full document history with exportable, compliance-ready logs. Every change tracked and timestamped.
Advanced Redaction (Firm Plan)
Firm-wide enforcement with automatic PII/PHI removal before export. Prevent accidental exposure.
Basic Audit Trail (Solo Professional)
Document-level activity log for solo practitioners. Know what changed and when.
Automatic PII Detection (Solo Professional)
Flags personal identifiers in real time before export. An extra layer of protection.
How to connect Clio or Zoom
Open Integration Settings
Navigate to Settings → Integrations in your CounselPad dashboard.
Connect your account
Click 'Connect' next to Clio or Zoom EHR. Authorize CounselPad to access your account.
Start using it
Documents automatically sync to Clio matters. Zoom transcripts flow into CounselPad for processing.
Professional responsibility note: All AI-generated documents should be reviewed by the attorney before filing or sharing. CounselPad produces review-ready drafts — your professional judgment is always the final step.
Try the new integrations
Clio and Zoom integrations are available on all plans. 7-day free trial, no credit card required.