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Clio

How to integrate Clio with Plecto

  1. Go to Data sources > New data source > Clio.

  2. Choose your region.

  3. Click Next and sign in to your Clio account.

  4. Once you sign in, you will be redirected to Clio's authorization page. Click the Allow access button to give Plecto read access to your Clio data.

  5. Select the data you want to import.

  6. Configure your data source settings. Here, you can change the title, choose the default date, select which fields to import, and more.

  7. ClickΒ NextΒ to choose how much data to import and how long you want to keep it in the data source.

  8. ClickΒ ImportΒ to finish.

Available data

Our integration with Clio currently allows you to import the following data:

Accounts

Update frequency: 2m
Default date field: Created at
Supports custom fields? No
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No

Activities

Update frequency: 2m
Default member field: User ID
Default date field: Created at
Supports custom fields? No
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? Yes

Bank Transactions

Update frequency: 2m
Default date field: Created at
Supports custom fields? No
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? Yes

Bills

Update frequency: 2m
Default member field: User ID
Default date field: Created at
Supports custom fields? No
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? Yes

Contacts

Update frequency: 2m
Default date field: Created at
Supports custom fields? Yes
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No

Matters

Update frequency: 2m
Default member field: User ID
Default date field: Created date
Supports custom fields? Yes
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No

Tasks

Update frequency: 2m
Default member field: Assignee ID
Default date field: Created at
Supports custom fields? No
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? Yes

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