What is the Clio integration in Estateably?
What is the Clio integration in Estateably?
The Clio integration allows users to transfer data from Clio into Estateably. This integration helps populate Intake and Contact fields in Estateably using information stored in Clio.
By importing data directly from Clio, users can reduce manual data entry and streamline the case setup process.
Who can activate the Clio integration?
Who can activate the Clio integration?
The Clio integration can be activated by users with Organization Administrator permissions.
Additionally, the integration must first be enabled by Estateably’s support team before it can be activated within your account.
How do I request access to the Clio integration?
How do I request access to the Clio integration?
Before activating the integration, Estateably must enable the feature for your organization.
To request activation, contact Estateably Support through chat.
Once enabled, the integration can be configured within your account settings.
How do I activate the Clio integration?
How do I activate the Clio integration?
To activate the integration:
Click the Settings (gear) icon in the top-right corner.
Navigate to Organization Integrations in the left-hand menu.
Locate Clio in the list of integrations.
Select Activate.
You will then be redirected to Clio to authenticate your account.
After signing in to Clio, select Allow Access to complete the connection.
What happens after I activate the integration?
What happens after I activate the integration?
After activation, you will need to map Clio fields to Estateably fields.
Field mapping ensures that the correct information from Clio is placed into the appropriate fields within Estateably.
What is field mapping?
What is field mapping?
Field mapping links data fields between Clio and Estateably.
For example, you can map:
Clio contact names → Estateably contact fields
Clio addresses → Estateably address fields
Clio client details → Estateably intake information
This ensures information is transferred accurately between the two platforms.
How do I map fields between Clio and Estateably?
How do I map fields between Clio and Estateably?
To map fields:
Go to Settings → Organization Integrations.
Select Clio from the integrations list.
You will see:
Clio fields on the left
Estateably fields on the right
Drag the Clio fields to the corresponding Estateably fields, or use the dropdown menus to match them.
Click Save once the mapping is complete.
How do I import data from Clio into Estateably?
How do I import data from Clio into Estateably?
After activating the integration and mapping fields, you can import data in two places:
During the case creation wizard
From the Contacts or Intake sections of a file
Click Import from Clio, and the system will pull the corresponding data into Estateably.
What information can be imported from Clio?
What information can be imported from Clio?
The Clio integration can populate fields such as:
Client contact details
Intake information
Addresses
Other mapped data fields
The exact information transferred depends on how your field mapping is configured.
Do I need to configure the integration for each user?
Do I need to configure the integration for each user?
No. The integration is configured at the organization level by an administrator.
Once activated and configured, users can access the integration when creating files or importing contacts, depending on their permissions.
Can I change field mappings later?
Can I change field mappings later?
Yes.
Administrators can update field mappings at any time by returning to:
Settings → Organization Integrations → Clio
Any changes will apply to future imports.
What if the data does not import correctly?
What if the data does not import correctly?
If information is not appearing correctly after importing from Clio, check the following:
The field mapping configuration
That the data exists in Clio
That the correct fields are mapped in Estateably
If the issue persists, contact Estateably Support for assistance.
Does the integration automatically sync all data?
Does the integration automatically sync all data?
No.
The Clio integration imports data when requested by the user through the Import from Clio option.
It does not automatically sync or continuously update data between the platforms.
Why should I use the Clio integration?
Why should I use the Clio integration?
The integration helps firms:
Reduce manual data entry
Improve accuracy when transferring client information
Speed up case creation
Maintain consistency between systems