Clio Integration
Push accepted referrals and qualified leads from VerdictFlow into Clio as new matters and contacts. Streamline the handoff from intake to case management.
Key Features
What Gets Synced
Matters
Create new Clio matters from accepted referrals and qualified leads
Contacts
Sync lead contact details to Clio contacts automatically
Intake Data
Transfer intake form responses and lead notes into Clio matter details
Status Tracking
Update VerdictFlow lead status when matters are created in Clio
Getting Started
Link Clio Account
Authorize VerdictFlow to access your Clio account via OAuth
Configure Mapping
Map VerdictFlow lead fields to Clio matter and contact fields
Start the Handoff
Qualified leads and accepted referrals flow into Clio automatically
Common Use Cases
Intake to Matter
When a lead is qualified or a referral is accepted, VerdictFlow creates a new matter in Clio with all intake details pre-populated.
Contact Sync
Lead contact details — name, phone, email, address — are synced to Clio contacts so your team can start working immediately.
Referral Handoff
Accepted referrals flow from VerdictFlow into Clio with referral notes, source attribution, and intake form data attached.
Frequently Asked Questions
Which Clio plans are supported?
Our integration works with all Clio plans including Starter, Essentials, Advanced, and Complete. Some features may require specific Clio subscription levels.
How often does data sync?
Data syncs in real-time for most operations. Changes made in either system are reflected almost instantly in the other platform.
Can I customize the integration?
Yes, you can customize which data syncs, set up custom field mappings, and configure specific workflows to match your practice's needs.