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What Does Clio Sync to Klyant?

Objective:

  • What information does Clio send to Klyant?

Environment:

  • Clio Manage
  • Klyant

Additional Information:

Klyant - Setting up Klyant and Clio

Best Practices When Using Klyant With Clio

Answer:

The Clio/Klyant integration is a one way sync from Clio in to Klyant.

The following is synced:

  1. Client Details
  2. Matter Details
  3. Matter Types
  4. Client Bank Details
  5. Default Fee Nominal Codes
  6. Client Transactions
  7. Approved Bills (bills will only sync after they have been approved)
  8. Outlay/Expenses
  9. Invoice Payments
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