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How Do I Integrate Clio Manage with DocketWise?

Objective:

  • To determine how to integrate DocketWise with Clio
  • DocketWise Integration

Environment:

  • Clio Manage

Additional Information:

Procedure:

  1. Click on the Settings option within Docketwise
  2. From the Settings page click on Integrations
  3. Click on Activate Clio
  4. You'll be prompted to login to Clio and allow Docketwise access to your account.
  5. Click on Allow Access when prompted.
  6. That's all! You'll receive an email shortly notifying you once your integration is fully setup.

Once you have activated the integration, all your Contacts and Matters in Clio will automatically be migrated into Docketwise and vice versa as this integration is bi-directional. Thereafter, any time you create or edit a Contact or Matter in your immigration practice on Docketwise or in Clio Manage, your changes will be reflected in both platforms.

Please note that Custom Fields are not included in the sync. 

 

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