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Clio Integration

When connected, every intake submission automatically creates a contact and matter in Clio, and attaches any uploaded document to that matter.

Connection Status

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Actions

Connect Clio Account

First-time Setup

  1. 1.In Clio, go to Settings → Developer Apps → Create App.
  2. 2.Set the Redirect URI to:/api/clio/callback
  3. 3.Copy the Client ID and Client Secret into the app's Secrets settings as CLIO_CLIENT_ID and CLIO_CLIENT_SECRET.
  4. 4.Click Connect Clio Account above and authorize the app.

What Gets Pushed to Clio

  • New Contact — name, email, phone
  • New Matter — linked to the contact, status: Pending
  • Matter note — services, urgency, role, employer, opposing party, deadline, prior counsel, full summary
  • Document — uploaded file attached directly to the matter (if provided)