Integrations with Clio EU & Privacy Compliance

Clio is pleased to provide a list of 3rd party apps and Integrations which are compatible with Clio EU. 

Integration Description How to Get Compliance Resources
Box Box is an online application that allows for storage, managing and sharing of documents between users, and is accessible from any device connected to the Internet. When you connect your Box account to your Clio account, you can sync, share and manage Client documents between the two. Box has the capability of being able to edit documents directly from its interface without the need to open the document, make the changes, save it to your computer, then upload the new revised document - as is the case with Clio and Dropbox. However in Box, the standard package does not include versioning. Sign up for a Box account, then enable the integration from your Clio Settings. Only the firm administrator or Originating Subscriber can set up the integration on behalf of the firm. Box offers an EU data storage option for accounts with 25+ users. For smaller accounts they have established Global Binding Corporate Rules. For more information please see the following Support Articles:

Box Set Up

How to use Integration

Bundledocs Bundledocs seamlessly integrates with Clio to allow you to produce superb print-ready professional briefs, reports or document bundles in minutes. Bundledocs integrates with your Clio documents and can upload them to your brief or document bundle. Then Bundledocs  builds for you a fully indexed, paginated/Bates numbered, hyperlinked and bookmarked document bundle, ready to print or share. Sign up for a Bundledocs account, then follow the steps HERE to connect Bundledocs to Clio.  Learn more about Bundledocs' Privacy Policy. For more information please see the following Support Articles:

Bundledocs

Clocktimizer Clocktimizer's powerful visual reports provide you with easy to understand one-page insights in your Matters and clients on the basis of your time tracking data. Compare fees across Matters to create fee quotes and make data-driven decisions with the Clocktimizer drilldown tool. Sign up for a 30 day trial Clocktimizer account by going to one of the following sign-up pages:

For Clio's US server: https://clio.clocktimizer.com/subscription/join

For Clio's EU server: https://clio.clocktimizer.eu/subscription/join

 
Learn more about Clocktimizer's Privacy Policy.  For more information please see the following Support Articles:

Clocktimizer

Click to File Click to File for Clio allows you to automatically file your Emails from your Outlook Inbox into Clio’s Matters. This integration also allows you to organize your Emails by Matter, within Outlook. Sign up for free 14 day Click to File trial. Click to File does not house customer data. For more information please see the following Support Articles:

Click to File for Clio

Dropbox Dropbox is an online application that allows for the storage, managing and sharing of documents between users, and is accessible from any device with an Internet connection. When you connect your Dropbox account with Clio, you can sync, share and manage Client documents between the two. Easy access and share Matter documents from any device connected to the Internet. Sign up for a Dropbox Account, then enable the integration from your Clio Settings. Only the firm administrator or Originating Subscriber can set up the integration on behalf of the firm. Dropbox offers an EU data storage options for accounts with 250+ users. For smaller accounts, Dropbox complies with the EU-US Privacy Shield framework. For more information please see the following Support Articles:  

Set Up

How to use Integration

Google Drive Google Drive replaces Google Docs, and allows you to access your files from anywhere, share individual files or entire folders with others in your firm as well as clients and starts off with 5 GB for free. With Clio's Google Drive Integration, you can create documents and spreadsheets from within Clio, and any updates or changes made to them also update in Clio. Sign up for Google Apps. Google offers European Commission- approved model contract clauses. For more information please see the following Support Articles: 

Set Up

How to use Integration

Halo NBI Halo NBI combines customer due diligence with new business intake, making it possible to process new clients and matters quickly, efficiently and accurately.

Customer due diligence can be a time consuming process, leading to mistakes and omissions in information, or necessitating that data being entered into multiple systems. Through the integration with Clio, Halo helps minimize the risk of taking on bad clients

Email support@hudson-innovate.com for a demonstration and to request trial access.  Learn more about Halo NBI's Privacy Policy.  For more information please see the following Support Articles:

Halo NBI

Microsoft OneDrive Clio's integration with Microsoft OneDrive allows you to access and edit your Office 365 documents and files through Clio. The integration is compatible with  OneDrive for Business, Office 365 Business or Office 365 Enterprise. Microsoft does offer an EU data centre and data will be stored in the region input during the initial setup process. They also offer EU Model Clauses. For more information please see the following Support Articles:

OneDrive for Business

NetDocuments Clio's integration with NetDocuments allows users to Upload documents to NetDocuments and associate them with Matters in Clio;  Use their favorite programs to create, open and save documents directly to NetDocuments / Clio from within Word, Excel, PowerPoint and Outlook; Powerful full-text searching of documents within NetDocuments; and  Optional on-premise document backup with NetDocuments' Local Document Service. Sign up for a NetDocuments' account, then enable the integration from your Clio Settings. Only the firm administrator or Originating Subscriber can set up the integration on behalf of the firm. Netdocuments has a separate EU data centre. Learn more about NetDocuments' Privacy Policy. For more information please see the following Support Articles:

Set Up (Folder View)

Set Up (Workspace View)

Quickbooks Online Sync your bills from Clio over to the Quickbooks Online accounting platform. Sign up for a free trial of Quickbooks Online. Quickbooks participates in the EU-US Privacy Shield framework. For more information please see the following Support Articles:

Quickbooks Online

WebMerge WebMerge provides a document generation platform that integrates with Clio to automatically save generated documents (contracts, forms, etc) back to Matters in Clio while simultaneously delivering them via email, e-signature, postal mail, and more. Sign up for a free trial of WebMerge Learn more about WebMerge's Privacy Policy and Privacy Shield compliance. For more information please see the following Support Articles:

WebMerge

Tutorial - Using Zapier and WebMerge to Automate Document Creation and Communications

Xero Automatically connect client invoices and expenses in Clio with Xero's cloud-based accounting tool to complete the accounting and billing process for your law firm. Sign up for a Xero account.  Xero has agreements in place with each of their hosting providers that use European Commission model contract For more information please see the following Support Articles:

Set Up

How to use Integration

Zapier Zapier lets you easily connect the web apps you use, making it easy to automate tedious tasks. With Zapier, you can create "Zaps" or connections between two applications that are made up of "triggers" and "actions", where an event in one application will automatically cause something to happen in the second application. This process will also allow you to build automation into a single application where it does not otherwise exist - even within Clio! Sign up for a Zapier account. Learn more about Zapier's Privacy Policy. For more information please see the following Support Articles:

Zapier

Tutorial - Using Zapier and Google Forms to Create an Intake Form for Clio