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Clio Manage

Pull matters, contacts, and documents from your Clio account into Triconvey. Useful for firms that already run Clio for practice management and want a deeper conveyance toolkit.

OAuth 2.0
Read-only (MVP)
Bidirectional planned

Before you start

  • An active Clio account with at least read access to matters, contacts, and documents.
  • The Triconvey role permission can_manage_integrations to connect, plus can_create_file_matters to import a Clio matter as a Triconvey file matter.

Connect

  1. 1Open Integrations from the sidebar and click Connect on the Clio Manage card.
  2. 2Sign into Clio. Clio shows the scopes Triconvey is requesting — today these are matter:read, contact:read, and document:read.
  3. 3You're redirected back to Triconvey. The Clio Manage card shows Connected.

Import a matter

  1. 1On the Integrations page, on the Clio card click Import matters.
  2. 2Search by client name or matter number. Already-imported matters show a green Imported badge.
  3. 3Click Import on the matter you want. Triconvey creates a FileMatter mirroring the Clio matter and projects the primary client into Contacts.

What syncs today

  • Matter → file_name, file_number, status, practice area mapped to file_type.
  • Primary client → a Contact (Person or Company), with email, phone, address.
  • Re-running import on the same Clio matter updates the existing FileMatter mirror in place.

Coming soon

  • Document download from Clio into the file matter.
  • Webhooks for real-time sync of Clio matter / contact changes.
  • Bidirectional sync — push Triconvey fees, disbursements, and e-signed PDFs back to the Clio matter.

More about the Clio API: docs.developers.clio.com