Clio
Cloud-based legal practice management software
About Clio
Clio is cloud-based practice management software used by law firms of every size. Firms run their matters, calendars, billing, documents, and client communications from one platform.
For disability firms, Clio handles the business of the practice while Chronicle handles the SSA side. The two connect through a native API integration, so ERE data lands in Clio without anyone retyping it.
What Clio does
- Matter and case management
- Calendaring and task management
- Time tracking and billing
- Document management
- Client intake and communications
How it works with Chronicle
Chronicle's native API integration syncs ERE data directly into Clio. No Zapier account or custom setup required.
- ERE case status synced to Clio matters
- Hearing dates synced as Clio calendar events
- ERE documents accessible within Clio
- Configurable matter stage mapping based on ERE status
- Custom field mapping for Chronicle data
Available on the Chronicle Pro plan.
Watch Chronicle + Clio in action
Replays from our live sessions together.
- Website
- clio.com
- Category
- Case Management
- Chronicle integration
- Yes
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More on Chronicle + Clio
Visit the blog
Keep Every Clio Matter Current: How Chronicle's Native ERE Integration Eliminates Manual Data Entry
Chronicle's native Clio integration syncs ERE case status, hearings, and documents into Clio automatically. No Zapier. No extra cost. Included with Pro.
Case Management Tools That Integrate with ERE: A Complete Guide for Disability Law Firms
Learn about case management tools that integrate with ERE and how disability attorneys can use Chronicle to save time, avoid errors, and stay ahead of SSA deadlines.
Your virtual SSA mailroom
See Chronicle and Clio together
Chronicle monitors the ERE daily for every case, so status changes, documents, and deadlines surface before they become surprises.
Other integrations to explore
More tools that work alongside Chronicle in a disability practice.
