The Clio integration is included with the Productivity Bundle, see Estateably Pricing for more details.
Overview
Estateably's Clio integration allows you to pull Intake and Contact directly into a new file. Before proceeding, ensure your Clio integration is activate and that your fields are configured. See Integrating with Clio to complete setup.
Steps to Create a File from a Clio Matter
Navigate to the Estates dashboard and click Add New Estate on the right-hand side
In the Setup Wizard, select Import from Clio and click Next
Select the team to associate with this file
Select the file type: Probate, Accounting Only, or Probate and Accounting
Select the jurisdiction
Locate your Clio matter using the search bar. Please note you can only select one matter at a time
Click Next once your matter is selected
Managing Contacts to Import
Review the contacts available from your Clio matter
For each contact, use the drop-down field to assign their role: Beneficiary, Executor, or Other Contact
Choose not to import a contact by leaving it unselected
Click Next
Completing the File
Review and confirm the file details
Click Create File
Estateably will use your mapped fields from Settings and the information you just reviewed to build the file
Conclusion
Once your file is created, the imported information will appear in the Intake and Contacts sections based on the field mapping configured in your Settings. If a field was not mapped during integration setup, it will not be populated on import. To update your field mapping, see Integrating with Clio.
Keep in mind that this is a one-time, one-way import. Changes made in Clio after the file is created will not be reflected in Estateably and changes made in Estateably, will not be reflected on the Clio matter.