Integration Walkthrough

The purpose of this document is to set expectations of how to set up the integration for Clio and how the integration works.

01

Setup (Expected Time: 1 hour or less)

  • Requirements for full Clio integration capabilities:
    - Must have a login for an active Clio account
    - Must have a Case Status Login and must be configured prior to integration
  • The Clio integration is activated by OAuth and there is no setup needed on the backend. Simply navigate to your Case Status Settings and select Clio as the case management system under ‘integrations’.
  • This will redirect you to log into your Clio Account. Once logged in select 'Allow Access' to Case Status and the integration setup will be complete.

02

How the Integration Works

  • Once the integration has been set up, Matters can be imported into Case Status. There are two ways this can be configured:

    - Import/Sync all cases: All Matters with the required fields will be imported into Case Status. The automatic sync runs nightly at 9:15 PM UTC and will import/sync all Matters. The sync can also be triggered manually at any time. The first sync will pull all cases from the last 10 years. After the first sync, the sync will only pull cases from the last 12 months. Your implementation manager can reset the sync to pull all cases from the last ten years. Duplicate cases will not be added.  

    - Import/Sync Matters individually: Matters can be imported/synced individually using the integration ID within the URL in Clio.

  • The integration allows for both messages and documents in Case Status to automatically sync to the Matter in Clio

    - Messages will sync automatically every two minutes and can be found in the ‘Communications’ section within the matter. All messages that are synced will have the Subject "Case Status Message.” The ‘From’ field will display the sender and the ‘To’ field will display the recipient

    - Documents will sync automatically every 24 hours or can be synced manually on demand by pressing the sync with Clio button within Case Status. Documents can be found in the ‘Documents’ tab within the associated Matter.


  • Case Status supports closed case syncing with the Matter in Clio.


- When a Matter is closed in Clio, it will also be closed in Case Status when the nightly sync runs. 


Additional Items that Require a Zapier Account:

  • Automatically updating the stage of a case in Case Status can be accomplished using our third-party integration with Zapier. Clio has a number of different triggers that can trigger a change in Case Status to move to a specific stage. For example, a zap can be set up so that when a task is completed called “Update stage to Released From Treatment” is completed, the stage in Case Status can be updated to something like, “Released from Treatment” or “Treatment Completed”
  • Automatically send a message from a matter in Clio on a case in Case Status can be accomplished using our third-party integration with Zapier. Clio has a number of different triggers that can trigger a message to be sent in Case Status. For example, a zap can be set up so that when a task is completed in Clio, the name of that task could be sent through Case Status such as {{Your Firm Name}} has completed a task on your matter: {{Name of Task}}. This zap can not create or mark Case Status tasks as completed.
  • Automatically create or close a case in Case Status can be accomplished using our third-party integration with Zapier. Clio has a number of different triggers that can trigger a case to be created or closed. Some utilize Zapier to create or close cases in real-time vs waiting for our integration to run each night; however, if Zapier is not set up correctly, this can cause your integration to fail.

03

Field Mapping

04

Additional Comments

For additional questions, please refer back to our sales or support team and they will be able to answer specific questions regarding your integration.