Let Clio remain the legal practice and matter system while Lead Connector manages lead capture, nurture, conversations, reviews and marketing workflows. The documented integration can sync clients when matters change, provide two-way calendar sync and trigger review requests from a controlled Clio matter field.
Connect Clio from integrations, authorize the intended firm account, map matter and client identity, enable only the review and calendar behaviors the firm has approved, and test matter creation and updates without moving privileged legal content into marketing workflows.
Keep matters, billing and legal documents in Clio; define which contact, appointment and marketing fields may enter CRM.
Select Clio in integrations, authorize the intended account and grant only required permissions.
Use Clio client and matter IDs so updates do not create duplicate CRM contacts.
Enable approved two-way calendar sync, check time zones and decide how reschedules or deletions are handled.
Use the Send Review matter field and workflows only at approved milestones with appropriate exclusions.
Test matter create/update, contact changes, calendar changes and review suppression with non-sensitive records.
Trigger
A Clio matter is created or updated
Actions
Result
The firm can follow up without copying the legal matter file.
Trigger
Authorized user sets Send Review on an eligible matter
Actions
Result
Review collection happens at a deliberate legal-service milestone.
Confirm the connection, permissions and that the documented matter change was saved.
Check the selected calendars, two-way setting, user mapping, time zone and update behavior.
Confirm the Send Review field, workflow filters, contact channel and eligibility rules.
Connectors, events, actions and usage charges can vary by plan, account and region. Verify the options shown in your account and test them before publishing.
No. Use Clio for legal practice management and Lead Connector for CRM, communication and approved growth workflows.
The official Clio guide documents two-way calendar sync.
Not by default. Minimize data and keep privileged or sensitive matter content in the approved legal system.
Connect the event to an owner, next action and outcome, then test it before launch.
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