Clio
Sync matter data from Lawmatics to Clio upon lead conversion
Automatically sync matters from Lawmatics to Clio eliminating any need for multiple data entry. Streamline your lead intake in Lawmatics and seamlessly transfer matter details to Clio for efficient case management upon lead conversion.Here’s what you get with this Lawmatics integration:
- Automatic matter creation in Clio upon lead conversion in Lawmatics
- Custom field mapping options for data transfer
- Synchronize contacts and related notes to their corresponding matter in Clio
- Manually sync matters or set it as an automation action
- Update Clio matters with any new Lawmatics additions by initiating a resync
Matters
Files
Notes
Relationships
Automations
Details
Requirements
Resources
Integration Features
Integration Features
Matter sync
Lawmatics seamlessly integrates with Clio, transferring matters once they convert. This can be done manually or automatically. The matter status then updates in Lawmatics and opens as a new matter in Clio.
Custom field mapping
Map any or all of your Lawmatics fields to your Clio fields. These fields can be mapped at the contact and matter levels. When a matter is synced, these fields will all transfer over to the new Clio matter.
Automation potential
Map any or all of your Lawmatics fields to your Clio fields. These fields can be mapped at the contact and matter levels. When a matter is synced, these fields will all transfer over to the new Clio matter.
Resync
This integration offers more than a one-time sync. If updates are needed in Lawmatics, simply click the 'Resync' button. This action seamlessly transfers any changes to the corresponding Clio matter.
Frequently Asked Questions
Yes. The Clio Lawmatics integration connects Lawmatics with Clio Manage. Firms can manage client intake, CRM, follow-up, automation, and reporting in Lawmatics, then sync matter information into Clio Manage for ongoing case management.
The integration supports matter syncing, custom field mapping, files, notes, related contacts, automations, and updates to previously synced matters.
No. A matter can sync when it is converted in Lawmatics, which marks the matter Hired and creates the corresponding matter in Clio Manage. Your firm can also use Sync to Clio before conversion when your workflow requires the matter to exist in Clio earlier. Both actions can also be incorporated into Lawmatics automations.
Most integration data moves from Lawmatics into Clio Manage. However, firms can enable a setting that allows a matter closed in Clio Manage to update the corresponding matter status in Lawmatics. This is not a general two-way sync of every field or activity between the platforms.
Clio Grow is Clio’s client intake and CRM product, while Clio Manage focuses on practice and case management for active matters. For firms comparing Clio Grow vs. Clio Manage, the Lawmatics integration covered on this page connects directly with Clio Manage.
Resyncing a matter that has already been connected to Clio Manage updates the existing synced matter rather than creating another one. This allows your team to add information in Lawmatics after the initial handoff and send those updates to the corresponding Clio matter.
In Lawmatics, go to Settings > Integrations > Clio, select Connect, and sign in to your Clio Manage account. From there, you can configure integration settings and map compatible contact- and matter-level fields.
See the Clio Manage integration setup guide for detailed instructions.
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