Clio
Cloud legal practice management for law firms: matters, time tracking, billing and client intake.
- Category
- Industry Solutions
- Type
- Legal practice management
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- OAuth 2.0
- Docs
- Clio API docs
02Data
What you can sync.
- Matters
- Contacts
- Activities
- Bills
- Time entries
- Trust transactions
Report on Clio matters in DataPrism BI and ask an AI Mind questions about it in plain words.
Need more? Name any other Clio data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- OAuth 2.0 (client ID, client secret, refresh token)
Clio uses OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in Clio if you need help.
04How it works
How it works in DataMind.
-
Pick Clio.
Open Lake, pick Clio in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Clio API docs.
-
Answer a few questions.
The AI reads the Clio documentation, then asks which credentials you will use, which data to sync (for example matters and contacts), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Clio data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
05Related
