How do I use the Clio integration?

Use the search box to import contacts into Prima, or create a contact or case and it will automatically create in Clio.

Further Understanding the Clio Integration

Entering contacts into Clio.

When your account is connected to Clio, you can either

  1.  Create the contact in Clio and then import them (and at that time any cases you have made for them) into PrimaFacie, OR
  2. You can create the contact in PrimaFacie and a corresponding contact will be created for you in Clio.

Creating cases that are linked to Clio.

2 ways to create cases in PrimaFacie that are linked to cases in Clio.

FIRST WAY:

  1. Create the case in Clio, and
  2. then navigate in PrimaFacie to the contact page –> “Integrations” tab, and

  3. Import those cases into PrimaFacie
  4. .
  5. At that point you can edit the case type in order apply the case flow, checklist and forms to the case.

SECOND WAY:

  1. Create the case in PrimaFacie.
  2. A corresponding linked case is created in Clio as a result IF you have the 2-way syncing enabled in the administrator panel of PrimaFacie

Note:  If you manually create cases in both places, you will see multiple (unexpected) cases in PrimaFacie and Clio.