Clio Integration

FAQ's

Case Status pulls clients name, email, and phone number, as well as Matter name, description, and incident date.

We push all communication back to the Communication section of Clio.

Every night at midnight, cases are pulled into Clio. An “Import from Clio” button can also be pressed at any time.

How The Integration Works:

The integration allows cases that are set up in Clio to be automatically created in Case Status.  The integration also pushes all client/attorney messaging in Case Status to Clio.

  1. To set up the integration go to the “Account” section in Case Status and click “Integrate With Clio”.
  2. Sign into your Clio account.
  3. Upon Integration, go to Case Status, and click “import from Clio”
  4. Once the integration is setup, when a Matter is created in Clio (must include the client’s name and phone number) a corresponding Case is created in Case Status provided the attorney exists in Case Status.
  5. Existing Matters in Clio that do not exist as Cases in Case Status will be automatically imported every morning, or can be manually imported with a click.

If a user manually imports cases from Clio and there are issues that cause some cases not to be imported successfully, these will be displayed in a pop-up window.

If messages are added by the attorney or the client for a Case that has the same Case Id in Case Status and Clio, the messages are automatically stored as Communications on the Matter in Clio.

Questions?

We’d love to answer any questions you have about Case Status. You can reach us at info@casestatus.com or 800-429-4968. We look forward to hearing from you!

Stay Updated

Signup to get emails with news and updates about Case Status.

Copyright © 2018 Case Status, Inc

Clio and the Clio Logo are registered trademarks of Themis Solutions, Inc. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.