How do I connect to Clio?

Administrator Panel -->Integrations

To sync your Clio account with PrimaFacie,

  • Click your name in the upper right-hand corner of the screen and
  • Click on the “Administrator Panel”Clio1

 

  • Select the “Integrations” tab

 

  • Click the “Connect” button in the Clio section.

  • This will bring you to the Clio’s authorization page.  Click “Yes, Let’s Connect”
    • You may need to log into Clio if you have not done so already
  • You will be logged out of your PrimaFacie account and need to re-login.

  • Navigate to the Clio tab in the Administrator Panel and see that you are now connected.

  • Simply search for contacts through PrimaFacie’s main search box.clio8

 

  • Now that you are connected we have two more buttons to deal with.
  • PrimaFacie can now create a standard set of custom fields for data that is used in PrimaFacie, inside of Clio.  You can click the “Generate Custom Fields” button to perform this action.
  • Once you do this, you can then configure the custom fields to match many fields inside PrimaFacie.  This assists with importing data into PrimaFacie from Clio when you have gathered that information inside of Clio already.
  • After you have imported the custom fields, you can define which field in PrimaFacie it should match to for autofilling purposes.
  • If you have multiple integrations that use a common custom field in PrimaFacie, you can configure that from the “relations” link.

 

What data is automatically synced between Clio and PrimaFacie 

  • Cases that are created in Clio must be manually imported into PrimaFacie from the contact’s “Integrations” tab.  Cases created in PrimaFacie are automatically created in Clio.
  • Contact information does sync both ways, as well (although there is no middle name sync because Clio does not have middle names).
  • Notes, and Tasks will sync both ways.  Be aware that tasks at the “contact” level will not sync because Clio does not support “contact” level tasks.  All other notes and tasks automatically sync both ways.  If created in Clio, they appear in PrimaFacie, if created in PrimaFacie they appear in Clio.
  • Contact information like addresses, and phones will sync 2 ways while custom fields and most other biographical data will not sync both ways.