Streamline your legal practice by connecting Relaw with Clio Manage. This comprehensive guide walks you through setting up the integration and using it to keep your systems perfectly synchronized.

Why Integrate Relaw with Clio?

The Relaw-Clio integration creates a powerful workflow that combines Relaw's client management capabilities with Clio's comprehensive practice management features. This integration allows you to:

Sync matters and contacts seamlessly between platforms
Maintain data consistency across your entire legal workflow
Leverage Clio's practice management features while using Relaw for intake, drafting, and workflow automation
Reduce manual data entry and potential errors

Setting Up the Integration

Getting started with the Relaw-Clio integration is straightforward and takes just a few minutes:

Step 1: Enable Clio Integration in Relaw

Navigate to your Settings page in Relaw
Look for the Integrations section
Find Clio Manage in the available integrations list
Click Connect

Step 2: Authorize in Clio

You'll be redirected to Clio's authorization page
Log into your Clio account if not already signed in
Review the permissions that Relaw is requesting
Click Authorize to confirm the integration

Once authorized, you'll be redirected back to Relaw where you'll see confirmation that Clio has been successfully connected.

Using the Integration: Syncing Matters and Contacts

With the integration active, you can now sync your data between Relaw and Clio from within any client matter.

Syncing from a Client Matter

Navigate to any client matter in Relaw
Look for the Clio Sync button
Select which Contacts you want to sync to Clio
Name the matter and click Sync to Clio to begin the synchronization process

What Gets Synced

When you sync a matter, the following information is transferred to Clio Manage:

Matter details - Case name, description, status, and key dates
Client contacts - Primary client and all associated contacts within the matter
Contact information - Names, email addresses, phone numbers, and addresses
Matter relationships - Connections between contacts and their roles in the matter

Managing Your Integration

Disconnecting the Integration

If you need to disconnect Clio:

Go to Settings > Integrations
Find your Clio connection
Click Disconnect
Confirm the disconnection when prompted

Note that disconnecting will not affect data already synced to Clio, but future syncs will not be possible until you reconnect.

Getting the Most from Your Integration

The Relaw-Clio integration is designed to create a seamless workflow where each platform handles what it does best. Use Relaw for intake, workflows, and drafting, then leverage Clio's robust suite of practice management features to complete your matters end-to-end.

This integration ensures your client data stays synchronized while giving you the flexibility to work within the platform that best suits each task in your legal practice.