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.
Sync matters automatically triggered by events like signed agreements or fee payments. Most firms incorporate this into their automated processes, ensuring effortless syncing.
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.