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Clio Integration

Streamline your legal practice by connecting VerdictFlow with Clio's comprehensive practice management platform.

Key Features

Matter synchronization
Contact management
Document integration
Calendar sync
Time tracking
Billing integration
Task management
Custom field mapping

What Gets Synced

Matters & Cases

Bi-directional sync of all case details and updates

Calendar & Events

Synchronized scheduling and court dates

Time & Billing

Automated time tracking and billing entries

Contacts & Clients

Unified contact management across platforms

Getting Started

1

Link Clio Account

Connect your Clio practice management account

2

Configure Integration

Set up your data synchronization preferences

3

Start Managing Cases

Begin using integrated case management

Common Use Cases

Case Management

Automatically sync case details, documents, and updates between VerdictFlow and Clio for seamless matter management.

Time Tracking

Track time in either system and have it automatically sync for accurate billing and reporting.

Calendar Management

Keep all your court dates, meetings, and deadlines synchronized across both platforms.

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.