Clio two-way Integration

How to set up the integration with Clio? What information will be synced？

Once you have activated the integration, all your clients' profiles, cases, and files for review on NEUTRINET will automatically be migrated to Clio. After the activation, every time you create or update syncing information on NEUTRINET will be synced to Clio.

Information sync from NEUTRINET to Clio:

Profile/Contact-Individual

NEUTRINET	Clio
First Name	First Name
Middle name	Middle name
Last Name	Last Name
Date of Birth	Date of birth
Email Address	Email Address-Other-Primary
Daytime Phone Number	Phone Number-Other-Primary
Current Physical Address	Address-Other
Related Cases	Related Matter

 

Profile/Contact-Company

NEUTRINET	Clio
Profile Name	Name
Contact Person-Email Address	Email address-Work-Primary
Contact Person-Daytime Phone Number	Phone Number-Work-Primary
Website	Web address-Work-Primary
Company Address	Address-Work
Related Cases	Related Matter

 

Case/Matter

NEUTRINET	Clio
Beneficiary	Client
Case Name	Matter description
Progress	Status
Progress Update Date	Open Date Closed DatePending Date
Petitioner	Related Contact-Relationship-Petitioner
Files for Review File Name File Sync to Clio Date	Files File Name​ File Receive Date

How to set up the integration with Clio?

• Go to "Integration" in the dropdown on the right top and click "Activate" (Only the Admin account can set up the integration).

• Click "Link Clio Account" and you'll be directed to log in to Clio and allow NEUTRINET access to your Clio account. Click "Allow Access".

• Your integration is all set. All your existing profiles, cases, and files for review will be automatically transferred. It may take 10-30 mins for the initial data synchronization depending on the amount of the data. Your future new/updated profiles, cases, and files for review will be automatically updated. 

Now we have a two-way integration with Clio !
After you Allow Access like the previous step,

then now it will pop up a new window :

When you click on "Set Default Information", it will lead to the next step ：

Here as you can see , we are allowed to select default attorney profile and user :

By clicking on "Confirm", now your account is two-way linked with both Clio and Neutrinet. But there is one thing need to pay attention, if one account has been integrated with Clio, it cannot be integrated with two different accounts in Clio.