Make Clio exponentially more useful by creating your own automations.
Our Clio integration is a paid feature which requires at least a Professional Afterpattern subscription to use.
You need both a Clio and Afterpattern account to get started (sign up for Afterpattern here). Next, from your Afterpattern account, under Account Settings > Integrations, add the Clio integration:
The most common use-case for integrating Afterpattern with Clio is building apps that use Contact and Matter data from Clio to auto-populate document templates.
The following video takes you through the entire experience of automating a document template with both Clio Matter and Contact data:
This is possible, but it requires an extra step because all data pulled from Clio arrives in your app as text datatype.
For example, if you pull a data from a money-type field in Clio, that value arrives in your app as text. So, if you want to perform a numeric calculation on that money-type field, you must first convert it from text datatype to number datatype.
There is a special procedure for using Clio custom field data in your app. It's easy to do, but not immediately intuitive.
Expressions are a type of logic block. It doesn't matter where you place a logic block:
You can remind yourself what your Clio data source variable is called by looking under the Data Source tab. Add this variable to the first dropdown of your Expression Block:
Select "index" for the 2nd dropdown in your Expression Block and then use either `clio_contact_id` or `clio_matter_id` depending on whether the data source is for Contacts or Matters:
Pro tip: Give the variable created by this Expression Block a semantic name. In the above example, we called this variable `contact data with custom fields`.
You can now have variables in your app for your Clio custom fields. These variable are labeled as follows:
Afterpattern apps, which are essentially robust online forms, can collect information and send it to Clio. This simple mechanic (sending data to Clio) can be combined with other Afterpattern features to create a wide variety of legal apps, including:
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