Overview
With the Clio integration, you can:
Import cases (matters) from Clio into ProPlaintiff
Sync updates between both platforms
Export updates back to Clio
Automatically organize imported documents
Maintain a single source of truth across systems
Step 1: Create a Developer Application in Clio
Log in to your Clio account and navigate to the Clio Developer Portal.
Click New Application.
Fill in the required fields:
Name: Something recognizable, like "ProPlaintiff Integration"
Website URL:
https://www.proplaintiff.aiRedirect URI: ProPlaintiff will provide this — enter it here
App Permissions: Select the data scopes you want to share (at minimum: Cases, Contacts, and Documents)
Accept the Developer Terms of Service.
Click Save.
Clio will display your App Key and App Secret. Copy both — you will need them in the next step.
Note: Keep your App Secret private. Do not share it or store it somewhere insecure.
Step 2: Access Integrations
To begin setup:
Click your Profile icon in the top right or bottom left.
Select Settings
Navigate to Connected Apps
You will see available providers, including Clio.
Step 3: Enter Clio API Credentials
Click on Clio
Enter your:
Client ID
Client Secret
These credentials are obtained from:
https://developers.clio.com
💡 You will need to create or access a Clio Developer App to retrieve these credentials.
3. Click Save Credentials
Step 4: Import Cases from Clio
After connecting Clio:
Navigate to your Active Cases page
Click New Case
Select Import from Clio
You will see a list of available Clio matters.
To Import a Case:
Select one or multiple matters
Click Import Selected
Imported cases will now appear in your ProPlaintiff case list.
Syncing Options for Imported Cases
Each imported case includes syncing controls:
Export to Clio
Pushes updates made in ProPlaintiff to Clio
Sync Case
Pulls updates from Clio into ProPlaintiff
Archive Case
Archives the imported matter in ProPlaintiff and flags it as archived. Allows for future re-import if needed.
These options are available from the Active Cases actions menu.
Step 5: Imported Documents
All documents imported from Clio are automatically organized.
File Location:
Stored under a folder named:
Clio Imports
This folder appears within Case Files and keeps imported documents separate from manually uploaded files.
How It Works
Once connected:
Clio matters can be imported instantly
Documents are automatically attached to the case
Files are indexed for AI tools (Demand Letters, Medical Chronologies, etc.)
Changes can be synced in either direction
Best Practices
Import active cases first to begin working immediately
Use Sync Case regularly to keep data up to date
Use Export to Clio when updates are finalized
Keep imported documents organized within the Clio Imports folder
Review imported data for accuracy before generating legal documents
Common Errors & Fixes
Below are the most common issues users may encounter when connecting or syncing Clio, along with how to resolve them.
Invalid Client ID or Client Secret
Issue:
You receive an error when saving credentials or cannot proceed with connection.
Cause:
Incorrect or incomplete API credentials from Clio.
Fix:
Double-check your Client ID and Client Secret
Ensure there are no extra spaces when pasting
Confirm credentials were copied from developers.clio.com
If needed, regenerate credentials in Clio and re-enter them
Unable to Connect to Clio (Authorization Failed)
Issue:
Connection fails after clicking “Connect” or after attempting to authorize.
Cause:
Authorization was denied or interrupted during the Clio approval step.
Fix:
Click Connect again under Connected Apps
Ensure you click Allow Access on the Clio authorization screen
Disable pop-up blockers if the authorization window does not appear
Confirm you are logged into the correct Clio account
“Not Connected” Status After Setup
Issue:
Clio shows as “Not connected” even after entering credentials.
Cause:
Credentials were saved, but authorization was not completed.
Fix:
Navigate to Settings → Connected Apps → Data Migration
Click Connect next to Clio
Complete the authorization flow
Cases Not Appearing in Import List
Issue:
No matters appear when selecting “Import from Clio.”
Cause:
Clio connection not fully established
Permissions not granted
No available matters in Clio account
Fix:
Reconnect Clio from Connected Apps
Confirm permissions were approved during authorization
Verify matters exist in Clio
Try refreshing the import window
Documents Not Importing
Issue:
Case imports successfully, but documents are missing.
Cause:
Document sync delay
Permissions limitation from Clio
File processing still in progress
Fix:
Wait a few moments and refresh the case
Click Sync Case to re-pull data
Check the Clio Imports folder in Case Files
Re-import the case if needed
Sync Not Updating Between Systems
Issue:
Changes in Clio or ProPlaintiff are not reflecting in the other system.
Cause:
Manual sync action has not been triggered.
Fix:
Use Sync Case to pull updates from Clio
Use Export to Clio to push updates to Clio
Confirm the case is still connected and not archived
Case Shows as Archived Unexpectedly
Issue:
Imported case is no longer active in ProPlaintiff.
Cause:
Case was manually archived or flagged during sync.
Fix:
Re-import the case from Clio
Check case status in Clio
Avoid selecting Archive Case unless intentional
Permission Errors in Clio
Issue:
You are unable to complete connection or sync actions.
Cause:
Your Clio user account does not have sufficient permissions.
Fix:
Ensure you have admin or appropriate API access in Clio
Contact your Clio administrator
Re-authorize the connection after permissions are updated
Still Need Help?
If issues persist:
Disconnect and reconnect Clio from Settings → Connected Apps
Re-enter your API credentials
Contact ProPlaintiff support with:
Error message (if shown)
Steps taken
Screenshots (if possible)
Summary
The Clio integration connects your case management system directly to ProPlaintiff, enabling seamless data transfer, document organization, and bi-directional syncing. This reduces manual work and allows you to fully leverage AI tools using your existing case data.