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Clio Manage Integration

A few quick steps will allow you to push your data to Clio Manage

The steps for both Clio Manage and Clio Grow are slightly different. Please reference our other article for information on Clio Manage

  1. Within Clio:
    1. Go to the Developer Portal: https://developers.clio.com/
    2. Click "New App"
    3. Select a Name for your reference
    4. Specify "https://api.casexchange.com" as the Website URL
    5. Specify "https://api.casexchange.com/api/v1/integrations/clio/callback" as the Redirect URIs
    6. Be sure to Accept Agreements
    7. Specify the following permissions:
      1. Read/Write on Contacts
      2. Read/Write on Matters
      3. Read/Write on Users
    8. Save the Client ID and Client Secret provided after clicking Save
  2. Within Case Xchange
    1. Input the Client ID and Client Secret from step 1.h above
    2. Click Save Credentials
    3. Click Connect to Clio Manage and ensure it connects to your system
  3. Begin using the integration!