Database

Clio

Updated: October 19, 2020

Your Afterpattern Apps can integrate with Clio, allowing you to save time on data entry, automate documents, and create online products that compete with LegalZoom.

Our Clio integration is a paid feature which requires at least a Professional Afterpattern subscription to use.

Getting started with Clio

To connect your Apps to Clio, you must first add Clio as an integration. This is doable under Account Settings > Integrations:

Send data to Clio

Sending data to Clio is very similar to sending data to a Workbase: add a 'send data' function to a Block.

The biggest difference is the variety of actions you can take in Clio, e.g. Create Contact, Create Matter, etc. After you add a 'send data' function to a Block, you must specify exactly what type of action you want to take in Clio.


Pull data from Clio

You can pull data from Clio Contacts and Matters into your Apps. This allows you to build document assembly Apps that, with the push of a button, pull data from Clio and populate it onto PDFs, emails, and Word documents.

Pulling data from Clio operates almost exactly like pulling data from a Workbase.

Start by adding a Data Source that pull from Clio Matters or Contacts (you can pull data from both if you have two Data Sources): 

Next, specify exactly what data you want to pull from Clio by clicking 'select data' on your new Data Source: 

You must add a row for each piece of data you want to pull from Clio, and for each row you must specify: (1) data label (how you will reference the data inside your App); and (2) data content (the Clio field from which this data is being pulled):

After you've specified all the data you want to pull from Clio, we're presented with a new challenge: how will the end-user of your App "look up" a specific Contact / Matter in Clio? For example, if your App is pulling data for Clio Contacts, how will the end-user specify which contact to use? 

There are two methods for "looking up" a specific Contact / Matter in your Clio Data Source: 

  1. Data Source Selector question: you provide the end-user with a search field with which they can find a specific Contact / Matter; or
  2. Add your App as a "custom action" in Clio: Add your App directly to your Clio dashboard.

Using a Data Source Selector question for Clio is the same as for a Workbase (our database product). You can learn more about Data Source Selector questions here or in this video: 

Continue reading to learn about Clio Custom Actions.

Adding Apps as Clio custom actions

You can use Clio's Custom Actions feature to launch your Apps with a single click directly from your Clio account. With Custom Actions, you can quickly pull data from your Matters and Contacts into your document automation Apps -- and send the final documents back to your Clio account.


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