Connect Clio to Chronicle

Use Chronicle’s native Clio integration to sync ERE case status, hearing dates, and documents directly into your Clio matters. No Zapier or third-party middleware is required.

Before you start

• You need an active Chronicle Pro subscription. Essentials plans must upgrade to Pro to access this integration.

• You need a separate Clio subscription with admin access.

Connect Chronicle to Clio

Chronicle connects to Clio through a direct API login.

1. In Chronicle, go to Settings → Integrations → Clio.

2. Click Connect to Clio and sign in with your Clio admin credentials.

3. Authorize Chronicle when prompted.

Configure the integration in Chronicle

1. In the Clio integration settings, select Social Security Disability as the practice area.

2. Choose where the client’s SSN lives in Clio. Chronicle can read the SSN from either a Contact field or a Matter custom field.

Client matching and field mapping

Chronicle matches ERE clients to Clio contacts using last name plus the last four digits of the SSN. After matching, you can map Chronicle data to Clio fields.

• Stage mapping is configurable. Chronicle never overwrites manual stage changes you make in Clio.

  

• Field mapping supports scalar text, date, and number fields in Clio. See Client field mapping options for every Chronicle field and the Clio types accepted.

  

• Related contact fields and pick lists are not yet supported.

If a client cannot be matched automatically, the status shows as Multiple Matches or No Match Found.

Document sync

• Documents from ERE sync into a Chronicle ERE folder inside the matching Clio matter. The folder is created automatically on the first sync.

• Document sync runs every 15 minutes and can backfill historical documents.

SSN back-sync and document monitoring

Enable the optional SSN back-sync to push the client’s full SSN from Clio back into Chronicle. When this is active, Chronicle automatically enables document monitoring for those clients.

Resync and sync history

Use the Resync button to force an immediate refresh of mapped fields and documents. The Sync History table shows the status of recent sync jobs.

Next steps

• Open the Clio integration settings to finish configuration.

• Read about Enable e-File monitoring if you turned on SSN back-sync and want to monitor document activity.

• Read about Troubleshoot e-File monitoring issues if documents are not appearing as expected.

• Read about Connect Filevine to Chronicle for the analogous Filevine workflow.

Common issues